How to exclude leads from an immediate sync to an email list
Hey,
We have a workflow that pulls data from a Welcome Email list. The welcome email is created with immediate sync and every new lead entered in Zoho CRM is entered in the Welcome Email list. We'd like to exclude certain leads entering/syncing to that email list based on their "lead source" field. Any idea how this is done?
Could the solution be as simple as in the attachment image? This is from the automation dashboard, I added the "contact source" to match the name of the lead source from the lead module.