1.Monitor new lead signups
Integrate Facebook Lead Ads to detect new lead signups and to start registrar processing for a webinar attendee.
Register webinar leads, add to CRM, send SMS
Automatically monitor new lead-form signups across Facebook Lead Ads and ClickMeeting and ClickSend SMS. Create registrant records and send SMS confirmations and update Zoho CRM so you can confirm attendees and keep CRM data current without manual follow-up.
How this automation registers webinar leads in your CRM
When new lead signups arrive in Facebook Lead Ads, delays can mean missed attendance and messy records. This automation formats phones, creates registrants and access links, sends SMS confirmations, and updates Zoho CRMβso your team can onboard attendees same day.
Facebook Lead Adsor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and data validation to normalize the lead phone number to a formatted output.
Formatter by Zapieror swap with your favorite app
3.Creates webinar registrant
Integrate ClickMeeting to create a registrant and to store lead name and email and the webinar access URL.
ClickMeetingor swap with your favorite app
4.Shortens access URL
Integrate URL Shortener by Zapier and link tracking tools to shorten the ClickMeeting access URL for SMS delivery.
URL Shortener by Zapieror swap with your favorite app
5.Sends confirmation SMS
Integrate ClickSend SMS and message templates to send an SMS with the shortened access link to the formatted phone.
ClickSend SMSor swap with your favorite app
6.Upserts contact and registration
Integrate Zoho CRM and CRM contact matching to create or update a contact and link webinar registration details.
Zoho CRMor 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
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