1.Monitor new Salesforce records
Integrate Salesforce and CRM tools to detect new records so you can capture webinar registrations.
Create webinar registrants from new registration records now
Automatically monitor new record registrations across Salesforce and Zoom. Create Zoom registrants and disable post-event housekeeping when registrations match your event name or when the event window endsβso you can confirm attendees, launch outreach, and reduce manual cleanup without manual reporting.
How this automation creates webinar registrants quickly
When new Salesforce records arrive, unfiltered data can slow down attendee confirmation and outreach readiness. This automation filters registrations, creates Zoom registrants, and toggles post-event housekeepingβso your team can confirm attendees fast.
Salesforceor swap with your favorite app
2.Filters registrations by event name
Integrate Filter by Zapier and event rules to continue only for registrations matching your configured event name.
Filter by Zapieror swap with your favorite app
3.Creates Zoom registrants
Integrate Zoom and webinar tools to map submission fields and create a registrant tied to the selected webinar.
Zoomor swap with your favorite app
4.Toggles housekeeping zap state
Integrate Zapier Manager and automation control to toggle zap state after the event window ends.
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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