How to connect Crowdcast + Virtuous CRM
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- Event ReminderTriggers 10 minutes before your event is scheduled to go live.Trigger
- New QuestionTriggers when a question is asked.Trigger
- New CTA ClickTriggers when a participant clicks your call to action.Trigger
- New Event RegistrationTriggers when a participant registers for any of your events on Crowdcast.Trigger
- New Session VisitTriggers when a participant visits a session's page at any given time.Trigger
- New Recording ViewTriggers when a participant watches your recording.Trigger
- New Live AttendanceTriggers at the end of your session when a participant has shown up live.Trigger
- New Missed SessionTriggers at the end of your session when a participant has not shown up live.Trigger
- Crowdcast
Registers a participant for an event (sends an email with a link to your event).
Scheduled
Action
- Virtuous CRM
Triggers when a contact is created and/or updated.
Instant
Trigger
- Virtuous CRM
Triggers when a contact note is created and/or updated.
Instant
Trigger
- Virtuous CRM
Triggers on a new form submission.
Instant
Trigger
- Virtuous CRM
Triggers when a gift is created and/or updated.
Instant
Trigger
- Virtuous CRM
Creates a contact note.
Scheduled
Action
- Virtuous CRM
Creates a Tag for Contact.
Scheduled
Action
- Virtuous CRM
Creates a task.
Scheduled
Action
- Virtuous CRM
Creates a contact.
Scheduled
Action
- Virtuous CRM
Creates a gift.
Scheduled
Action
- Virtuous CRM
Updates a contact
Scheduled
Action
- Virtuous CRM
Finds a contact by email or reference source and identifier
Scheduled
Action
- Virtuous CRM
Find a contact by email or reference. Optionally, create one if none are found.
Scheduled
Action
How Crowdcast + Virtuous CRM Integrations Work
- Step 1: Authenticate Crowdcast and Virtuous CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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