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Hi there! I have a project ongoing where I am adding leads to a list of recipients. I want to automatically remove recipients from the list when a lead converts to a paying customer. I can not figure out how to achieve that. Any pointers to how this can be done through a workflow?
Use the recipient list feature of the software.
The 'List update' workflow activity only allows for [over]writing lists so use the 'Update data' activity for deletion: