1.Receives incoming visit payload
Integrate Webhooks by Zapier and webhook processing tools to extract participant identifiers and event timestamps to map visit data for the CRM update.
When participant visit webhook payloads arrive, delayed CRM updates can create attendance gaps. This automation captures visit data, finds the matching Salesforce participant record, and updates first-visit fields in real timeβso your team can trust attendance records without manual cleanup.
Integrate Webhooks by Zapier and webhook processing tools to extract participant identifiers and event timestamps to map visit data for the CRM update.
Integrate Salesforce and CRM search tools to look up the participant by identifier and course reference to locate the record for updates.
Integrate Formatter by Zapier and date conversion tools to convert the webhook timestamp to your CRM date format to standardize first-visit dates.
Integrate Salesforce and record update tools to set visited true and write the formatted first-visit date to preserve accurate attendance history.
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