What this workflow solves
When a CRM meeting status is marked no-show, enroll the lead in a polite reschedule sequence.
A no-show isn't a no. The lead booked the meeting, which means they wanted to talk. Something just got in the way. The problem is that no-shows often die in silence. The rep is busy, the lead feels awkward, and a real opportunity slips because no one followed up.
This recipe catches every no-show the moment your CRM is marked, waits a short window so the reschedule outreach doesn't feel pushy, and drops the lead into a polite re-engagement sequence built to get a new meeting on the calendar.
How the workflow works
- Trigger: Contact updated (or Account updated, depending on where meeting status lives)
- Delay: Workflow waits a short period before re-engaging
- Action: Adds the contact to a reschedule sequence
How to set it up
This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.
- Add a trigger and select Contact updated (or Account updated if meeting status lives on the account). Add a CRM filter on your meeting status field, set to the value your team uses to flag a no-show.
- Add a Delay block. A day or two works well so the outreach doesn't feel rushed.
- Add an Add contacts to sequence action. Pick your reschedule sequence and choose how leads should be distributed.
- Hit Launch.