How to connect eWebinar + Salesforce
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Popular eWebinar + Salesforce workflows
Create Salesforce records from new attendee registers or performs actions in eWebinar
Create Salesforce records from new attendee registers or performs actions in eWebinarPremium
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- Attendee ConvertedTriggers when an attendee visits a page where a conversion pixel has been placed, typically a checkout confirmation page after a purchase. NOTE: Visit our Help Center to learn more about tracking conversionsTrigger
- Webinar JoinedTriggers immediately after a registrant joins a webinar session or clicks play to watch a replay. NOTE: Use WebinarFinished, WatchedWebinar, and/or WatchedReplay instead to capture all attendee activity.Trigger
- Attendee Left Before X%Triggers when an attendee leaves a scheduled or just-in-time session before watching a specified % of the webinar video. NOTE: This trigger action does not apply to replays and fires at the end of the exit room.Trigger
- Webinar MissedTriggers when a scheduled or just-in-time session ends and the attendee has not watched any of the webinar video. NOTE: This trigger action does not apply to replays.Trigger
- New RegistrationTriggers when a registrant submits the completed registration form. Great for creating a lead with the information from the registration form.Trigger
- Any Registrant UpdateTriggers repeatedly when any event changes registrant status. With this one trigger you can easily get all status updates for this registrant. You may also use it with an action filter to only receive a subset but we advise you look for a more appropriate trigger below.Trigger
- Registrant UnsubscribedTriggers when a registrant unsubscribes from the emails sent to them via eWebinar. NOTE: You should remove these contacts from your mailing lists.Trigger
- Attendee Watched Replay for X%Triggers when an attendee watches a specified % of a replay video. NOTE: This fires 15 minutes after the attendee leaves the replay session.Trigger
- eWebinar
Triggers when an attendee watches a specified % of a scheduled or just-in-time session video. NOTE: This trigger action does not apply to replays and fires at the end of the exit room.
Instant
Trigger
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How eWebinar + Salesforce Integrations Work
- Step 1: Authenticate eWebinar and Salesforce.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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