SalesMSG Opt-Outs » Mark as Lost make · scn 5607799
The automation that catches a text opt-out and marks that lead Lost in Airtable — so nobody keeps messaging them by mistake.
▸ The 47-second walkthrough — the whole scenario, start to finish
What this does
A lead opts out of your SalesMSG texts, and this scenario catches it the moment it happens. It searches your Leads table in Airtable for the matching person — by phone number, since that's all SalesMSG hands over — and if it finds them, flips their status to Lost. Three steps, no manual cleanup.
Where it sits
Don't read this as "step 6 happens after step 5." It doesn't. This one hangs off First Message — the automation that creates the SalesMSG contact in the first place — and it can fire the second any lead opts out, at any point in their journey. It's drawn last here only so every page in this set shows the same chain.
How it works
Three steps. No branching to speak of — either it finds the person or it doesn't.
- Someone opts out of texts on SalesMSG. That fires this scenario's trigger immediately — it's live, not on a schedule.
- It searches your Leads table in Airtable for a record matching the phone number on the opted-out contact. Phone number is the only thing SalesMSG passes along, so that's the only field it can match on.
- What happens next depends on whether it finds someone:
- Match found → that Lead's status gets updated to Lost.
- No match → nothing. The scenario just stops there — no error, no record touched.
The moving parts
This is the smallest automation in the system — 3 modules, one job.
• Phone number is the only match key. A missing, mistyped, or duplicated phone number on a Lead record means this can miss the match — and that lead stays active even though they opted out.
• It doesn't post anywhere. Unlike the rest of this system, nothing shows up in your team's Slack channel when this runs — the only sign it fired is the Lead flipping to Lost.
• It's built to be boring. Three modules, and every one of them matters.
What you can safely change
There's no message text or Slack update here to reword — this one's plumbing, not copy. That's why almost nothing in it rates as a free edit.
| Amber | How Leads' phone numbers are formatted or stored — this scenario matches on phone number as-is. Change the format on one side and matches start slipping. Test with a real opt-out after. |
| Red | The SalesMSG opt-out trigger — this is the live hook. Disconnect or delete it and opted-out leads keep getting texted, silently. That's a compliance problem, not just a bug. |
| Red | The Leads search or the Lost-status update — repoint either one and leads either stop being found, or the wrong record gets marked Lost. |
What connects to this
This one's an off-ramp, not a link in a chain. Here's what it actually depends on.
◀ Comes in from
- First Message
Not a direct hand-off — that's simply where the SalesMSG contact this scenario watches gets created. Any lead who can be texted can trigger this, whenever they opt out.
Goes out to ▶
- Nothing downstream.
Marking the lead Lost is the last thing that happens to them here — their journey through this system ends at this box.
Cross-cutting, not linear: it's grouped at the end of the chain for consistency across these pages, but it can fire the instant a lead opts out — Day 1 or Day 30, doesn't matter.
If something looks wrong
| A lead opted out on SalesMSG, but their Airtable status hasn't changed. Check the phone number on the Lead record matches SalesMSG exactly, and confirm this scenario is switched on. |
| The wrong Lead got marked Lost. Check for duplicate phone numbers across Lead records — that's the only field this scenario matches on. |
| Nothing seems to happen, ever. Check the SalesMSG opt-out trigger is still connected. If it's disconnected, opt-outs never reach this scenario at all. |
Call us if: opt-outs stop reaching Airtable, or the wrong lead gets marked Lost more than once. Both are past the safe-to-touch line.
Jargon buster
- Trigger
- The first step in an automation — what makes it start running.
- Webhook
- A live listening address. SalesMSG posts to it the instant a contact opts out — no delay, no polling.
- Module
- One box in the automation.
- Filter
- A rule that decides whether a step runs. Here, it decides whether the update goes ahead, based on whether a matching Lead was found.