Hygiene workflows

Keep labels, lists and sequences clean: stop sequences on replies, exclude opt-outs everywhere and clear the noise automatically. 16 recipes, each with the steps in the app and the API request to create it.

Hygiene

Sync opt-outs to Instantly, Smartlead, EmailBison, PlusVibe and HeyReach

When a reply is labeled Unsubscribe or Do not contact, one workflow removes the lead from Instantly, Smartlead, EmailBison, PlusVibe and HeyReach, so...

InstantlySmartleadEmailBisonPlusVibeHeyReach
Hygiene

Unsubscribe opt-outs in Smartlead automatically

When a reply is labeled Unsubscribe, Master Inbox unsubscribes the lead in Smartlead and adds a Do not contact label, so no further Smartlead step...

Smartlead
Hygiene

Remove not interested replies from EmailBison and block them

When a reply is labeled Not interested, Master Inbox removes the lead from the EmailBison campaign. Mark the label as DNC in the EmailBison...

EmailBison
Hygiene

Tag opt-outs in QuickMail and delete the lead

When a reply is labeled Do not contact, Master Inbox sets a DNC tag on the QuickMail lead and then deletes the lead from QuickMail, so it cannot be...

QuickMail
Hygiene

Stop Smartlead follow-ups once a prospect replies interested

When a reply is labeled positive, Master Inbox removes the lead from the Smartlead campaign, so a cold step never lands in the middle of a live...

Smartlead
Hygiene

Remove the Not interested label when a lead turns positive

When a thread is labeled Interested, Master Inbox removes Not interested, so a lead who changed their mind is not filtered out of reports and...

Hygiene

Move auto-replies out of the reply queue into an Auto response list

When AI labels a message Auto reply, Master Inbox moves it to the Auto response list, so the reply queue only holds messages a human

Hygiene

Move sales pitches and newsletters out of Needs Reply

When AI labels a message Sales pitch or Newsletter, Master Inbox moves it to the Marketing folder, so Needs Reply only shows work your team

Hygiene

Archive bounce notices and remove the address from Smartlead

When a message is labeled Bounce, Master Inbox archives the thread and removes the lead from the Smartlead campaign, so dead addresses stop costing...

Smartlead
Hygiene

Catch real replies that arrive after an out-of-office

When a lead labeled Out of office writes again, Master Inbox marks the thread unread and posts it to Slack, because the second message is often a...

Slack
Hygiene

Delete a lead from GoHighLevel and Instantly when they ask to be forgotten

When a reply is labeled Delete my data, Master Inbox deletes the contact in GoHighLevel and the lead in Instantly and alerts RevOps, so data deletion...

GoHighLevelInstantlySlack
Hygiene

Turn on Do Not Disturb in GoHighLevel when a prospect unsubscribes

When a reply is labeled Unsubscribe, Master Inbox turns on Do Not Disturb for the GoHighLevel contact, so GoHighLevel texts, calls and emails stop...

GoHighLevel
Hygiene

Alert RevOps when a Do not contact label is removed

If someone removes the Do not contact label from a thread, Master Inbox posts it to a RevOps Slack channel, so opt-outs are never undone by

Slack
Hygiene

Catch remove me replies with a keyword rule as a backup to AI labels

When a reply contains phrases like remove me, stop emailing or unsubscribe, Master Inbox labels it Unsubscribe, which fires your opt-out workflows...

Hygiene

Archive not interested replies so the inbox only shows open conversations

When a reply is labeled Not interested, Master Inbox takes it out of its list and archives the thread. It stays searchable but leaves the working...

Hygiene

Remove wrong person replies from PlusVibe and flag them for a referral ask

When a reply is labeled Wrong person, Master Inbox removes the lead from the PlusVibe campaign and adds an Ask for referral label, so a rep can ask...

PlusVibe

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