1.Detect new custom activity
Integrate Close to trigger the automation when a configured custom activity is recorded.
Update no-show call records to sales dashboard and CRM
Automatically detect new miss or no show call activity in Close across Close and Airtable. Update your SDR CRM record and the Sales and Marketing dashboard when a triage call is marked No Showβso you can reflect missed-call ownership and status without manual CRM updates or dashboard edits.
How this automation updates missed-call records
When miss or no-show activity gets recorded in Close, stale CRM and dashboard data can delay follow-up. This automation filters the event, normalizes email and owner data, updates the SDR CRM record and dashboard call flagβso your team can act on accurate No Show status.
Closeor swap with your favorite app
2.Continue only for no show
Integrate Filter by Zapier and workflow rules to allow only no-show flagged activities to proceed.
Filter by Zapieror swap with your favorite app
3.Normalize lead email to lowercase
Integrate Formatter by Zapier and data mapping tools to normalize emails for reliable record matching.
Formatter by Zapieror swap with your favorite app
4.Lookup assigned user and owner name
Integrate Close and user directory lookups to map assigned user details into the owner name field.
5.Update SDR CRM no-show record
Integrate Airtable and CRM table operations to find the SDR record and set status to No Show.
Airtableor swap with your favorite app
6.Update dashboard call flag
Integrate Airtable and dashboard data tools to update the call flag so widgets reflect the No Show state.
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