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 re-sequenced by accident.

HygieneQuickMailRevOpsTeam plan
When
Add LabelDo not contact
Then
Set a QuickMail tagDNC
And
Delete the QuickMail leadRemove the lead from QuickMail

Why teams run it

Opted-out prospects stay out of QuickMail for good.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Tag opt-outs in QuickMail and delete the lead.
  3. Set the trigger to Add Label and choose Do not contact.
  4. Add the action Set a QuickMail tag: DNC.
  5. Add the action Delete the QuickMail lead: Remove the lead from QuickMail.
  6. Save the workflow and switch it to Active.

Before you start, connect QuickMail under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Tag opt-outs in QuickMail and delete the lead",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "set_tag_quickmail"
    },
    {
      "action_type": "delete_lead_quickmail",
      "campaign_ids": [
        "camp-1"
      ]
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Tag opt-outs in QuickMail and delete the lead". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Is deleting the lead reversible?

No. Keep only the tag action if you want to keep the record in QuickMail.

Does the thread stay in Master Inbox?

Yes. The conversation and its labels stay.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

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