SharpSpring + Zoom

Add new Zoom webinar registrants as leads in SharpSpring

Effortlessly manage your new webinar registrants with this seamless workflow between Zoom and SharpSpring. When a new attendee signs up for your webinar, their information will be added or updated as a lead in SharpSpring, streamlining your lead management process. This automation saves you precious time and ensures that your contact records stay up-to-date.

When this happens...
New Webinar Registrant
Triggers when a new registrant is added to a Webinar.
TriggerInstant
automatically do this!
Create/Update Lead
Create a Lead in SharpSpring or update by email address.
ActionWrite

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Supported triggers and actions

- Meeting TypeRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting TypeRequired
Trigger
Instant
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New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
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- Meeting TypeRequired
Action
Write

- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write

- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUIDRequired
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
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New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
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New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
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- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Webinar or Meeting?Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
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- Info
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Language
- Auto Approval
Action
Write
- Meeting IDRequired
- Deletion TypeRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting UuidRequired
Action
Search
- Meeting TypeRequired
- Meeting or Webinar IDRequired
Action
Search
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
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- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

SharpSpring + Zoom

Add new Zoom webinar registrants as leads in SharpSpring

Supported triggers and actions

New Meeting Ended

New Audio Transcript

New Meeting

New Cloud Recording

Create Meeting

Create Webinar Registrant

API Request (Beta)

Find Meeting/Webinar

Get Meeting Summary

New Account

New Form Fillout Event

New Opportunity

Create Account

Create/Update Lead

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

New Webinar Registrant

Create Meeting Registrant

Delete Meeting Recordings

Update Zoom Meeting

Find Recording and Download

Retrieve Meeting or Webinar Participants

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Create/Update Opportunity