1.Detect new registration record
Integrate Salesforce and CRM tools to evaluate registration fields for the webinar flow.
Create webinar registrant from new CRM record with confirmation
Automatically monitor new registration records in Salesforce across event marketing tools. Create and approve meeting access when new registration is created, event match criteria are met, or registrant email matchesβso you can create Zoom registrants, auto-approve access, and toggle housekeeping without manual event admin.
How this automation creates webinar registrants
When new CRM registration records appear in Salesforce, delays can block webinar access. This automation filters qualifying registrations, creates Zoom meeting registrants, and toggles Zap housekeepingβso your team scales enrollments without manual setup.
Salesforceor swap with your favorite app
2.Filter registrations by event match
Integrate Filter by Zapier and event rules to continue only for the configured webinar.
Filter by Zapieror swap with your favorite app
3.Create Zoom meeting registrant
Integrate Zoom and meeting tools to create registrants and set auto-approve to true.
Zoomor swap with your favorite app
4.Toggle Zap state after event
Integrate Zapier Manager and automation controls to toggle the Zap after the event window.
Zapier Manageror 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
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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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