Your leads may have paid bills, or their debt amount has been settled etc… When you’re using an online payment company asking people to close their billing, you need to create a Zap which connects your company with the online payment form and push these clients to a list called “Good Credit Score” as all their debts have been settled. Then, you can send them a thank you email followed by a series of future steps that you wish to notify them about.
For those whose debts accumulate or took a lot time without paying their expenses, you can choose your main list of contacts adding a condition “Not on List – Good Credit Score” to exclude those who’ve already paid, allow a specific time delay according to your deadline’s policy then add a tag “Bad Credit Score”, then create a task for someone from your deal owners team to reach out for an attempt to improve their financial situation. This also enhances the relationship with your customers as you’re helping them solve their problems.
** Note: Your automation will not work properly if you do not clearly set up all the required conditions.