1.Detect new registration record
Integrate Salesforce and CRM data tools to trigger on new registration records and pass webinar registration fields into the workflow.
Create webinar registrant from new event registration record
Automatically monitor new registration records from Salesforce across Salesforce, Zapier, and Zoom. Create and update when webinar registrations are created, updated, or submittedβso you can create Zoom registrants, enable confirmation emails, and run housekeeping state changes without manual follow-up.
How this automation creates webinar registrants
When new webinar registrations arrive in Salesforce, delays can cause missed confirmations and messy post-event follow-up. This automation filters for the configured webinar, creates Zoom registrants and sends confirmation emails, then toggles housekeeping automation stateβso your team can stay on schedule.
Salesforceor swap with your favorite app
2.Filter for matching webinar
Integrate Filter by Zapier and CRM validation to continue only when the registration matches the configured webinar identifier.
Filter by Zapieror swap with your favorite app
3.Create registrant in Zoom
Integrate Zoom and webinar registration tools to map fields and create a registrant with a confirmation email.
Zoomor swap with your favorite app
4.Turn off housekeeping Zap
Integrate Zapier Manager and automation scheduling tools to toggle the housekeeping Zap state after the event date or closure.
Zapier Manageror swap with your favorite app
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Explore all webinar management automations
Simplify webinar execution with automated registration routing, attendee tracking, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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