| Object | Lead |
|---|
| Field label | Cold Lead |
|---|
| API name | clay_cold_lead__c |
|---|
| Field type | Boolean (checkbox) |
|---|
| Default value | FALSE |
|---|
| Populated by | Automation / scheduled Flow |
|---|
Identifies Leads eligible for inclusion in Clay-driven AI outreach campaigns. A Lead is considered cold when it has not engaged recently and passes all exclusion checks. Used to filter the Cold Lead Report and as a prerequisite for Campaign Member inclusion.
| Managed by | CRM Admin (field) · Automation (value) |
|---|
| Write access | Automation / Flow only — no manual edits |
|---|
| Read access | MARCOM Ops, Sales, CRM Admin |
|---|
| Integration source | None — derived from SFDC field values |
|---|
| Data sensitivity | Medium — drives outreach eligibility decisions |
|---|
Logic
Exclusion rules — any one of these disqualifies the lead
- HasOptedOutOfEmail = TRUE → exclude
- clay_overall_hard_bounce__c = TRUE → exclude
- Lead has one or more related Contact records → exclude
Positive rules — lead must meet at least one
- Status = 'Unqualified' → always cold
- Any other status + Last_Interaction_Date__c is NULL or older than 365 days → cold
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