LiveWebinar + Salesforce

LiveWebinar + Salesforce integrations

Create new Salesforce leads from new LiveWebinar leads

Generate new leads in Salesforce the moment they emerge in LiveWebinar with this reliable automation. As soon as a new potential customer appears in your LiveWebinar event, this workflow ensures their information is promptly saved as a fresh lead in Salesforce. This prevents any lag in your sales process, keeping your customer relationships strong from the very start.

When this happens...
New LeadTriggered when someone fills in the Lead form before entering your webinar.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with LiveWebinar and Salesforce

Discover other triggers and actions you can use with LiveWebinar and Salesforce

Webinar Recording Ready
Triggers when a recording of your webinar is post-processed and ready for download. Based on this trigger you can download it to you FTP server or upload to Vimeo/YouTube.
Trigger
Instant
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Sub-Account Delete
Triggers when sub-account is deleted.
Trigger
Instant
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Sub-Account Status Enable
Triggers when your sub-account is enabled
Trigger
Instant
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Webinar Delete
Triggers when a webinar is cancelled / deleted.
Trigger
Instant
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Webinar Status Disable
Triggered when webinar status changes to disabled.
Trigger
Instant
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New Lead
Triggered when someone fills in the Lead form before entering your webinar.
Trigger
Instant
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Webinar Update
Triggers when a webinars details changes.
Trigger
Instant
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- Webinar Name
  Required
- Start Date
  Required
- Duration
- Timezone
- Agenda
- Room Password
- Room closed before and after webinar?
- Event Status
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Sub-Account Create
Triggers when a new sub-account is created under your account.
Trigger
Instant
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Sub-Account Status Disable
Triggers when your sub-account status is disabled.
Trigger
Instant
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Sub-Account Update
Triggers when your sub-account details changes.
Trigger
Instant
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Webinar Create
Triggers when a new webinar or meeting is created.
Trigger
Instant
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Webinar Status Enable
Triggers when webinar status is changed to enable.
Trigger
Instant
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New Registrant
Triggers when new registrant registers to your webinar.
Trigger
Instant
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- Select Webinar with Enabled Registration
  Required
- Registrant Name
- Registrant E-mail Address
  Required
- Send Confirmation to Registrant's email?
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About LiveWebinar

LiveWebinar is an advanced, customisable meetings & webinar platform used for trainings, presentations and team meetings.

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Related categories

Video Conferencing

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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