Demio + Gainsight
Upsert persons in Gainsight from new webinar registrations in Demio
When a new attendee signs up for your webinar on Demio, streamline your process with this automation. It updates or creates a new person's record in Gainsight without you having to manually input the data. Stay organized and focused on creating engaging webinars while maintaining up-to-date CRM records.
When a new attendee signs up for your webinar on Demio, streamline your process with this automation. It updates or creates a new person's record in Gainsight without you having to manually input the data. Stay organized and focused on creating engaging webinars while maintaining up-to-date CRM records.
- When this happens...New Webinar Registration
Triggers when there is a new registration for a webinar.
- automatically do this!Upsert Person
Allows the user to create/update a person with dynamic input fields
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EventRequired
Try ItEventRequired
Try ItEventRequired
NameRequired
EmailRequired
Object Name
ActionRequired
Update Key
EventRequired
Try ItEventRequired
Try ItContext NameRequired
External Record IDRequired
AuthorRequired
SubjectRequired
NotesRequired
Date
Activity Type IDRequired
Company NameRequired
Relationship Name
Relationship Type
Internal Attendees
External Attendees
Upsert Person
Allows the user to create/update a person with dynamic input fields
