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WebinarGeek + Zoho CRM

WebinarGeek + Zoho CRM

WebinarGeek + Zoho CRM integrations

Create or update Zoho CRM module entries when new viewers join live webinars in WebinarGeek

When a new live viewer joins your webinar on WebinarGeek, this workflow ensures their information is seamlessly saved or updated in your Zoho CRM. Keeping track of your webinar attendees becomes easy and efficient, allowing you to focus more on delivering engaging presentations. Improve your customer relationship management with this workflow, making sure no attendee goes unnoticed in your CRM.

When this happens...
New Live ViewerTriggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
TriggerPolling
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with WebinarGeek and Zoho CRM

Discover other triggers and actions you can use with WebinarGeek and Zoho CRM

- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It

- Webinar
  Required
- Date
  Required
Action
Write
- Webinar
  Required
- Email
  Required
- Firstname
  Required
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- Job Title
- Phone Number
- Time Zone
- Custom field
- External ID
Action
Write

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Webinar
Trigger
Polling
Try It
- Broadcast
  Required
- Email
  Required
- First Name
  Required
- Surname
- Street Name
- House Number
- City
- Province
- Postcode
- Country ISO Code
- Company
- Job Title
- Phone Number
- Custom Field
- External ID
- Time Zone
Action
Write
- Webinar
  Required
- Email
  Required
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About WebinarGeek

WebinarGeek is easy-to-use webinar software with marketing tools and analytics.

Learn moreLearn moreHelpHelp

Related categories

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Create or update Zoho CRM module entries whenever new registrations occur in WebinarGeek

Create new Zoho CRM modules from WebinarGeek registrations