1.Detect contact added to group
Integrate Keap and CRM workflow tools to detect contacts added to your campaign group to trigger registrant creation.
Add paid campaign contacts to webinar registrants list
Automatically monitor contacts assigned to campaign groups across Keap and Zoom. Create and update when contacts are added to your webinar campaign group or qualifying contacts enter the group or event consent is confirmedβso you can create registrants, update registration status, and add roster notes without manual follow-up.
How this automation keeps webinar rosters current
When contacts are added to campaign groups, delays can cause outdated webinar rosters and missed follow-up. This automation creates Zoom registrants and updates Keap contacts and notesβso your event follow-up stays in sync.
Keapor swap with your favorite app
2.Creates webinar registrant
Integrate Zoom, contact matching tools, and form mapping to create registrants and set auto-approve for each registrant email.
Zoomor swap with your favorite app
3.Updates contact registration status
Integrate Keap and tagging tools to update registration status and timestamp and add a registration note to the contact.
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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