1.Receives new form response
Integrate Tally and form capture tools to receive the submission fields and to centralize attendee inputs.
Create attendee record and register them for session
Automatically monitors new form responses across Tally and HubSpot. Create and update attendee contacts and register them in Zoom when form response submitted, email provided, or session selectedβso you can enroll attendees, qualify records, and approve registrants without manual entry.
How this automation registers your attendees automatically
When new form responses arrive without a complete email and session selection, registrations can stall and manual follow-up grows. This automation receives Tally submissions, creates or updates contacts in HubSpot, and enrolls qualified attendees in Zoomβso your team can confirm sessions faster.
Tallyor swap with your favorite app
2.Creates or updates contact
Integrate HubSpot and CRM tools to map source fields and to set legal basis and source values for the attendee contact.
HubSpotor swap with your favorite app
3.Skips invalid submissions
Integrate Filter by Zapier and data validation to continue only when email and session selection are present.
Filter by Zapieror swap with your favorite app
4.Branches by session choice
Integrate Paths by Zapier and routing rules to branch by the selected session and run the correct registrant flow.
Paths by Zapieror swap with your favorite app
5.Creates Zoom registrant
Integrate Zoom and webinar registration tools to create registrants, map fields, and auto-approve for enrollment.
Zoomor swap with your favorite app
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Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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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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