1.Monitor new webinar registrations
Integrate Demio and webinar platforms to catch new webinar registration signals and capture registrant metadata.
Add or update CRM leads from webinar registrants
Automatically monitor new webinar registrations and registrant details across Demio, Webhooks by Zapier, and Paths by Zapier. Create or update webinar registrant leads in your CRM when registrations come in, emails match, or webinar fields populateβso you can update records, set webinar flags, and follow up without manual follow-up.
How this automation keeps webinar leads fresh in your CRM
When Demio receives a new webinar registration, leads can sit idle while someone manually checks and enters details. This automation searches your CRM, branches on match results, and updates or creates lead records and webinar fieldsβso your team can follow up fast.
Demioor swap with your favorite app
2.Search CRM for matching leads
Integrate Webhooks by Zapier and CRM lookup tools to search your CRM for a lead by registrant email.
Webhooks by Zapieror swap with your favorite app
3.Branch lead match results
Integrate Paths by Zapier and branching logic to route to update when a lead ID exists or to create when none matches.
Paths by Zapieror swap with your favorite app
4.Update existing lead webinar fields
Integrate Webhooks by Zapier and CRM field mapping to update lead contact fields and set webinar attendance and date.
5.Create new webinar lead record
Integrate Webhooks by Zapier and CRM record creation to create a new lead with webinar date, UTM tags, and webinar source flags.
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