Sequences will automatically pause by themselves when you receive a reply. However, sometimes you may want a sequence to pause if something different occurs.
- If someone books a meeting with you
- If their lead or opportunity status changes (i.e. You moved them to Qualified or Not Interested)
- If they call you back in Close
In any of these instances, we can set this up as a Zap.
- A Close account and your API key
- A Zapier account that allows multi-step zaps
This Zap can use any number of triggers to pause a sequence. The most important element in the trigger itself will be to have an identifier to find the contact or lead.
It's fairly common to include a link to book a meeting in your email outreach. Our sales team includes a Calendly link in their email sequence. So for our example, we'll set up a Zap that will pause any email sequences once a meeting is booked.
In this case, we're going to select Calendly as the trigger application, and choose Invitee Created as the trigger.
The first step after the trigger is to find the contact that triggered the zap. For this we'll use the Close search step for Find Contact.
In this example, we'll use the contact's email address.
Now that we have the contact, we'll move on to the next step.
When pausing a sequence, you can pause a specific sequence for a specific contact, or all sequences for all contacts within a lead. So let's say for example you have various sequences running on a lead with multiple contacts. If one of those contacts books a meeting, what would you want to happen?
- Pause all sequences on all contacts on that lead
- Only pause the sequence for the contact that booked the meeting
If you opt to pause all of the sequences on the lead, you use the Create Bulk Subscription Action action.
When configuring our bulk action, we'll specify Pause as our action type.
Since this is a bulk action that would normally be taken on multiple leads, the configuration will ask us for a Query. This could be a Smart View or a custom search. In this example, we're going to specify a Custom Value and use the Lead ID from Step 2 as a way to ensure that only this particular lead will return in the query results. Since we're trying to pause all of the sequences on the lead in this case, we'll choose Contact in the Contact Preference field.
This option will result in more Zaps
If you choose this method, you will need to create this pausing zap for each new sequence you create. Keep this in mind if you expect to have a large number of sequences.
We'll use the Contact ID we found in Step 2 to find our sequence subscription.
Now that we've found the sequence subscriptions for this contact, we'll use the Update Email Sequence Subscription action.
We'll use a custom value in the Subscription field, and use the Subscription ID we found in Step 3. We'll also specify that the new status should be Paused.
Click Continue and test your action step.
Once tested, all you need to do is select "Finish" and turn the zap ON.
Updated about 1 year ago