1.Detects call cancellation event
Integrate iClosed and scheduling tools to catch canceled call events and capture the call UUID and invitee email.
Update demo status when a call is canceled
Automatically monitor call canceled events across iClosed and HubSpot. Create and update when call canceled, demo-call ID matches, or invitee email is foundβso you can update deal status, refresh contact fields, and keep pipeline context without manual reporting.
How this automation updates your demo pipeline
When a scheduled demo is canceled, pipeline context drifts and follow-up gets reassigned late. This automation captures call cancellation details in iClosed and searches, updates deals, and updates contacts in HubSpotβso your team stays aligned.
iClosedor swap with your favorite app
2.Searches deals by demo-call ID
Integrate HubSpot and CRM reporting tools to search for the associated deal by the configured demo-call ID property.
HubSpotor swap with your favorite app
3.Updates deal demo status
Integrate HubSpot and workflow rules to map source status to deal demo status and set the configured owner.
4.Finds contact by invitee email
Integrate HubSpot and contact matching tools to find the contact using the invitee email from the call payload.
5.Updates contact cancellation flag
Integrate HubSpot and CRM fields to map submission fields to contact fields and set the demo-booking flag to Canceled.
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