1.Monitors new registration records
Integrate Salesforce and CRM mapping tools to map registration fields for webinar onboarding.
Register matching attendees to webinar from new records
Automatically monitor new registration records across Salesforce and filter by event criteria with Zoom. Create registrants and stop housekeeping after the event dateβso you can build an accurate attendee roster, reduce duplicate matching, and update coordinators without manual reconciliation.
How this automation creates accurate attendee rosters
When new registrations come in without automation, roster work piles up and coordinators can start from incomplete records. This automation monitors registration events, creates Zoom registrants, and turns the housekeeping workflow on and offβso your team keeps an accurate attendee list.
Salesforceor swap with your favorite app
2.Filters registrations by event criteria
Integrate Zapier Filters to continue only for registrations that match the configured event criteria.
Filter by Zapieror swap with your favorite app
3.Creates Zoom registrant records
Integrate Zoom to create registrants using attendee name and email fields from the registration.
Zoomor swap with your favorite app
4.Turns housekeeping zap on or off
Integrate Zapier Manager to toggle the housekeeping zap state after the event date.
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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