01 · Exclude
Never message your customers and open deals
MimikFlow reads your CRM and takes out of prospecting the people who are already customers or linked to an open deal. You choose whether to exclude the person only or their whole company.
- A preview before you switch it on: how many contacts and companies will be excluded, and which current prospects will stop receiving messages
- The list refreshes every 3 hours
- If your CRM stops answering, the last known list stays in force
In HubSpot
Contacts at the "Customer" and "Opportunity" lifecycle stages, and those linked to an open or won deal. You can add lists, pipeline stages or owners.
By default · Customers and open or won deals, ticked in advance