1.Monitor new recording
Integrate Zoom and analytics tools to trigger on new recording and start attendance reconciliation.
Mark webinar attendees as attended in campaign roster
Automatically monitor webinar recordings across Zoom and Salesforce. Reconcile attendees across campaign roster data when recordings process or participants qualifyβso you can update attendance status, create missing campaign members, and keep reporting accurate without manual spreadsheet work.
How this automation protects your attendee reporting
When webinar attendance sits un-updated after a recording is processed, campaign reporting can drift and outreach timing gets off. This automation monitors Zoom recording events and reconciles participants into Salesforce campaign membersβso your team has accurate attendance data quickly.
Zoomor swap with your favorite app
2.Find meeting by recording topic
Integrate Zoom and search tools to locate the webinar record by mapping recording topic to meeting search.
3.Get webinar participants list
Integrate Zoom and directory services to retrieve attendee emails and join metadata from the found meeting ID.
4.Iterate qualifying participants
Integrate Looping by Zapier and data processing to loop each participant email for campaign matching.
Looping by Zapieror swap with your favorite app
5.Skip internal-domain attendees
Integrate Filter by Zapier and validation rules to continue only for qualifying participant records.
Filter by Zapieror swap with your favorite app
6.Update campaign attendance
Integrate Salesforce and CRM data tools to find or create campaign members and set attended status for reporting.
Salesforceor swap with your favorite app
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Explore all post-event follow-up automations
Accelerate attendee outreach with automated email sends, lead routing, and follow-up tracking
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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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