1.Detect new guest registered
Integrate Luma to capture registrant source fields and to centralize registration context for outreach.
Add event registrants to CRM as leads and notes
Automatically monitor new guest registered submissions across Luma and Bullhorn CRM. Create and update when registrations come in or contacts exist or contact lookups missβso you can filter the right guests, log contact notes, and create lead fallbacks without manual lead logging.
How this automation creates CRM lead records
When new guest registered submissions hit your event form, records can get missed and follow-up slows down. This automation logs contact notes and creates lead fallbacks in Bullhorn CRM so your team can follow up quickly.
Lumaor swap with your favorite app
2.Filter by configured event
Integrate Filter by Zapier and event selection tools to route only matching registrations to CRM actions.
Filter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Bullhorn CRM and CRM lookup tools to match registrants to contacts and to log contact notes.
Bullhorn CRMor swap with your favorite app
4.Create lead fallback
Integrate Bullhorn CRM and CRM record tools to create lead records and to add a registration note.
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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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