1.Pulls campaign member submission data
Integrate Salesforce, CRM workflows, and form data to pull submission data for campaign member records.
Register campaign members to webinars and send emails
Automatically monitor new campaign member records across Salesforce and Zoom. Create and update when membership data is created, campaign match is confirmed, or confirmation emails are enabledβso you can create registrants, send invites, and prevent duplicates without manual follow-up.
How this automation creates webinar registrants
When Salesforce campaign member records are created, webinar invites and attendee lists can stay incomplete. This automation monitors campaign member data and filters to the configured campaign, then creates Zoom registrants and sends confirmation emailsβso your team can capture registrations automatically.
Salesforceor swap with your favorite app
2.Filters to configured campaign
Integrate Filter by Zapier and automation rules to filter records to the configured campaign only.
Filter by Zapieror swap with your favorite app
3.Creates webinar registrants
Integrate Zoom and webinar registration settings to create registrant entries with confirmation emails.
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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