Pull recent demo no-shows from CRM
30-45 min
30-45 min
Export or view all demo no-shows from the last 30-90 days in HubSpot. Include lead source, company, title, company size, form answers, pages viewed, previous engagement, owner, original meeting type, and whether they previously rescheduled. Add the records to Airtable so you can segment and track recovery actions.
A working list of demo no-shows with fit, source, and engagement context.
Separate no-show from cancellation. A buyer who cancels and gives a reason needs a different play than someone who simply disappears.