Meeting Cancelled 🚫😭

This article shows you how to set up a workflow that runs whenever a meeting is cancelled.

You can configure it to trigger on specific event types (like demos or onboarding calls) or on all event types. In this workflow example we are showcasing how to ensure you're updated your CRM in this case Salesforce when a meeting has been cancelled.

Before You Start

• Make sure you have access to the Default Workflows tab (Must be a Default Admin)

• Confirm you have Salesforce connected with permissions to query Contacts and Accounts.

• Have a test meeting on your calendar that you can cancel to validate the workflow.

Step 1: Create your workflow + Trigger

1. Go to the Workflows Tab and click Create new workflow

2. Under Trigger, select Meeting Cancelled

3. Choose whether you want to trigger on:

   • Specific event types (e.g., “Demo”), or

   • All event types (any canceled meeting)

Step 2: Match the Contact in Salesforce

1. Click on the + sign to add Match Salesforce Record Step

2. Choose Contact as the object.

3. Set the filter: Contact Email = Lead Attribute Email

Step 3: Match the Account in Salesforce

1. Click on the + sign to add Match Salesforce Record Step

2. Choose Account as the object.

3. Set the filter: Account Website = Domain from Attendee’s Email Address.

Step 4: Match the Opportunity in Salesforce

1. Click on the + sign to add Match Salesforce Record Step

2. Choose Opportunity as the object.

3. Set the filter: Account ID = Account ID from Previous Account Record

Step 5: Match the Event in Salesforce

1. Click on the + sign to add Match Salesforce Record Step

2. Choose Event as the object.

3. Set the filter: Name ID = Contact ID from Previous Contact Record

Step 6: Update the Opportunity Record in Salesforce

1. Click on the + sign to add Update Salesforce Record Step

2. Add in your custom fields

Step 7: Update the Event Record in Salesforce

1. Click on the + sign to add Update Salesforce Record Step

2. Add in your custom fields

Step 8: Create a Task Record in Salesforce

1. Click on the + sign to add Create Salesforce Record Step

2. Add in your custom fields

   1. Recommendations:

      1. Name ID (Default Field: Previous Contact Record)

      2. Related to ID (Account ID from Previous Account Record)

      3. Assigned to ID (Owner ID from Previous Account Record)

      4. Priority (SFDC Picklist)

      5. Due Date (Default Field: Workflow Execution Date)

Step 9: Create a Slack Notification

1. Post to Slack notification with the cancellation alert.