1.Captures event cancellation details
Integrate Zeeg and contact lookup tools to capture attendee email and cancellation reason to log the cancellation event.
Mark cancelled meeting, update prospect record and tasks
Automatically capture event cancelled details across Zeeg, Formatter by Zapier, Zapier Tables, Close, and Superchat. Create and update when event cancelled, attendee cancels, or cancellation reason changesβso you can update opportunity status, complete follow-up tasks, and enrich contact attributes without manual data entry.
How this automation updates your prospect records
When an event gets cancelled, reps can miss the window and follow-up can fall through. This automation captures cancellation details, formats and maps the event, updates Close records and tasks, and updates Superchat contact attributesβso your team can act fast.
Zeegor swap with your favorite app
2.Formats the cancellation timestamp
Integrate Formatter by Zapier and reporting tools to format the cancellation timestamp to a readable date and time string.
Formatter by Zapieror swap with your favorite app
3.Maps event type to internal label
Integrate Zapier Tables and mapping tables to look up the configured event type mapping for the cancelled meeting.
Zapier Tablesor swap with your favorite app
4.Updates lead note, opportunity, and tasks
Integrate Close and CRM workflow tools to add a cancellation note, update opportunity lost status, and complete or create follow-up tasks.
Closeor swap with your favorite app
5.Updates contact cancellation attributes
Integrate Superchat and CRM attributes tools to set contact custom attributes for the cancellation and next contact window.
Superchator swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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