1.Monitor new funnel leads
Integrate Perspective and lead capture tools to trigger on new funnel signup and pull submission data.
Register mobile funnel leads as webinar attendees automatically
Automatically monitor funnel completed lead signups across Perspective and EasyWebinar. Create and update webinar attendee records when funnel completed, new lead arrives, or opt-in qualifiesβso you can register attendees, prevent duplicates, and confirm status without manual roster updates.
How this automation registers webinar attendees from funnel leads
When new funnel leads arrive, delays can leave hosts and producers without a reliable roster. This automation captures funnel signup data, checks for duplicates, registers attendees, and updates registration status so your team stays prepared.
Perspectiveor swap with your favorite app
2.Lookup duplicate leads by email
Integrate Perspective and CRM workflows to check for duplicates in your lead list by matching email before registration.
3.Register new webinar attendee
Integrate EasyWebinar and webinar registration tools to register new attendee and map source contact fields to attendee fields.
EasyWebinaror swap with your favorite app
4.Confirm registration and save status
Integrate EasyWebinar and tracking sheets to record attendee ID and registration status back to your tracking sheet or CRM.
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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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