inDeal ships four workflows. All four carry the System marker and react to the same trigger: On classified reply.
Contents
- Positive reply: stage change
- Positive reply: enrichment + notification
- Neutral reply: notification
- Negative reply: mark as lost
- What that adds up to
- Next
Positive reply: stage change
Condition: the reply is Positive and the lead sits on Qualify.
Actions:
- Stage → "Set discovery"
- Follow-up = today (if empty)
So the lead moves up one stage and gets a due date at the same time. That puts it into Open leads ↗ and onto Home ↗ under Contact the same day.
The if empty note matters. If you had already set a follow-up, it stays. The workflow does not overwrite your planning.
If the lead is already on a later stage, this workflow does not fire. A positive reply on a lead in Discovery scheduled therefore does not change the stage.
Positive reply: enrichment + notification
Condition: the reply is Positive, regardless of stage.
Actions:
- Enrich data
- Notification (Positive)
For every contact who replies positively, inDeal automatically searches for missing contact details and sends you an email.
That consumes credits. What a detail costs depends on what it is: company data is free, phone numbers and email addresses are not. The prices are under Credits and usage. With many positive replies this is the workflow that burns through your balance fastest.
Neutral reply: notification
Condition: the reply is Neutral.
Action: Notification (Neutral)
Nothing else happens. No stage change, no enrichment. The thinking behind it: a neutral reply needs a human judgement, not automation.
Negative reply: mark as lost
This is the only workflow with two branches, and the order decides.
Branch 1 - condition: the reply is Negative and the lead sits on Qualify.
Actions:
- Stage → "Lead lost"
- Lost reason = Negative Reply
Branch 2 - condition: the reply is Negative, regardless of stage.
Action: Notification (Negative (late stage))
Only the first matching branch fires. From which it follows:
- If the lead sits on Qualify, branch 1 fires. It is marked lost and there is no notification.
- If it sits on a later stage, branch 2 fires. It stays where it is and you get an email.
That is the right way round: a rejection right at the start is routine and needs no message. A rejection after a meeting is worth one.
What that adds up to
| Reply | Lead on Qualify | Lead on a later stage |
|---|---|---|
| Positive | moves up, follow-up today, enrichment, email | enrichment, email |
| Neutral | ||
| Negative | marked as lost, no email |