1.Detect new webinar form entry
Integrate Zoho Forms and form capture tools to trigger and collect webinar submission fields to create accurate registration context.
Add webinar registrants to CRM and session roster
Automatically monitor new webinar form entries across Zoho Forms and Zoho CRM. Create and link contacts, participants, and Zoom registrants when signups submit, so you can follow up, route event details, and track registration status without manual data entry.
How this automation accelerates webinar signups
When new form entries arrive from your webinar sign-up workflow, delays can cause missed follow-up. This automation finds or creates CRM contacts, links session records, and registers Zoom registrantsβso your team can act on registrations immediately.
Zoho Formsor swap with your favorite app
2.Find or create CRM contact
Integrate Zoho CRM and CRM matching tools to search Contacts by email and to create contact when no match is found.
Zoho CRMor swap with your favorite app
3.Find session record for event
Integrate Zoho CRM and event catalog tools to locate the configured session record so registrations link to the right event.
4.Create participant record
Integrate Zoho CRM and CRM workflow tools to create a Participant linked to the contact and session with registered status.
5.Create webinar registrant
Integrate Zoom and webinar registration tools to create the registrant for the webinar and enable registrant confirmation email.
Zoomor swap with your favorite app
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Explore all event registration management automations
Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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