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Update campaign attendance and add registrants to CRM

Automatically catch webinar attendee callbacks across Webhooks by Zapier and Salesforce. Automatically create and update campaign members when attendee webhooks arrive, campaign matches, or cohorts resolveβ€”so you can set attendance status, add leads to campaigns, and keep engagement lists current without manual list updates.

How this automation keeps your attended roster accurate

When attendee callbacks come in, delays can cause campaign rosters to show the wrong engagement. This automation maps webinar payloads to campaigns and cohorts, then finds or creates Salesforce members and updates attendance statusβ€”so your team can act on real engagement.

  1. 1.Catches attendee webhook payload

    Integrate Webhooks by Zapier and data mapping tools to capture attendee email, name, webinar id, and webinar title payload data.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Finds the matching campaign

    Integrate Salesforce and CRM lookup tools to search campaigns by webinar id and webinar title to return campaign id data.

    Salesforceor swap with your favorite app
  3. 3.Queries the cohort for association

    Integrate Salesforce and cohort tracking tools to find the current cohort in the configured program to return cohort id.

    Salesforceor swap with your favorite app
  4. 4.Finds the person account by email

    Integrate Salesforce and identity lookup tools to search by attendee email and map the person account for campaign member linking.

    Salesforceor swap with your favorite app
  5. 5.Updates campaign member attendance

    Integrate Salesforce and CRM record tools to find or update campaign members and set their status to Attended.

    Salesforceor swap with your favorite app
  6. 6.Adds or creates a lead and marks attended

    Integrate Salesforce and CRM record tools to find or create a lead, add it to the campaign, and set status to Attended.

    Salesforceor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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