Keeping your customer database up to date is essential to ensure that the sales team focuses on real opportunities. With Ploomes automations, you can identify customers who have not generated sales for a specific period and automatically inactivate them, eliminating the need for manual reviews and keeping your CRM organized.
Configuration
1. Create a New Automation
Go to Administration > Automations
Select the Customer entity
Click New Automation
2. Configure the Description, Trigger, and Filters
In the Automation Description field, enter a name that identifies the action.
Example: Inactivate customers with no sales in the last 4 monthsUnder When should the automation be triggered?, select:
Periodically
Run automation every: 1 day
Start on: current date (or a date of your choice)
Time: 7:00 PM (or a time of your choice)
Next, click the + icon to add the filters. At this stage, configure the following criteria:
1st Filter
Last Sale > Creation Date > Relative Date > is not within > Last 4 months
2nd Filter
Status > is not equal to > Inactive
Note: The date filter ensures that the automation selects customers whose last sale did not occur within the last X months. The status filter prevents already inactive customers from being processed again.
3. Define the Action
Under When triggered, what should the automation do?, select:
Edit data
Under Select a field, choose the Status field and set its value to Inactive
Click Save.
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