1.Detect missed attendee event
Integrate WebinarJam and EverWebinar to watch for missed attendee events and capture attendee contact details.
Update opportunity and log missed webinar on lead
Automatically monitor missed attendee events across WebinarJam and EverWebinar and Close. Create and update when attendee email matches a lead, webinar details are captured, or an attendance reason appearsβso you can create lead notes, move opportunities to missed status, and flag follow-up priority without manual logging.
How this automation protects missed follow-up priority
When missed attendee events occur, follow-up can stall and reps lose context on what happened. This automation finds the right lead, creates a note, and updates the opportunity statusβso your team can act on missed attendance immediately.
WebinarJam / EverWebinaror swap with your favorite app
2.Search lead by attendee email
Integrate Close and CRM tools to look up the matching lead by attendee email and select the first match.
Closeor swap with your favorite app
3.Create note on the lead
Integrate Close and note taking tools to create a plain text lead note with webinar date and attendance reason.
4.Search opportunities for lead
Integrate Close and opportunity tracking to find the related opportunity record for the found lead id.
5.Update opportunity to missed
Integrate Close and CRM status tracking to update the opportunity status to the configured missed value.
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