Outcome. A contact who books a meeting stops getting further sequence touches automatically, since continued cold outreach right after a booking looks out of touch and the sequence has already done its job.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-007
flowchart TD
A[Meeting Scheduled while actively enrolled] --> B[Unenroll from sequence]
B --> C[Set Sequence exit reason = Meeting booked]
C --> D[Notify contact owner]
When to use it, when not to
- UseUse it when you want a logged exit reason and a rep notification, not just a stopped sequence.
- UseUse it as a safety net when the meeting was booked through a link that is not the same one the sequence's own native unenrollment trigger watches.
- SkipDo not build this if your sequence's own "unenroll when a meeting is booked" setting already covers the case and nobody needs an extra notification.
- SkipDo not use it for internal or test meetings booked against a contact's link by your own team; exclude those with a static list if they pollute results.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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