- Add this checkbox field in Salesforce on Contacts and Lead objects: “No show”, field name must be “No_Show_CP”. By default, it should be false.
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There are a few ways that a meeting can be marked a No-Show:
- With the Chili Piper browser extension, you can change this field to true from the meeting in Google Calendar. If needed, more details can be found here.
- Using a Custom Button in Salesforce. More details here.
- In-app via Meetings Activity or MyApp's Home Page. Click here for more details
- With the Chili Piper browser extension, you can change this field to true from the meeting in Google Calendar. If needed, more details can be found here.
- Create a “No Show” field in Outreach and map it to the Salesforce field for Leads and Contacts.
- Start a sequence once this field changes via Outreach triggers. This sequence can have anything between 3 steps and 7 spanned over two months, depending on your cycle. Here’s an example trigger:
And a step in the “No Show” sequence: