1.Detect invitee created registrations
Integrate Calendly and webinar scheduling tools to watch for new invitee registrations and capture contact details.
When invitees register through the webinar, delays can cause missed follow-ups and messy records. This automation formats webinar timing, updates contacts and tags, and creates assigned follow-up tasksβso your team can follow up at the right moment.
Integrate Calendly and webinar scheduling tools to watch for new invitee registrations and capture contact details.
Integrate Filter by Zapier and routing rules to continue only qualifying webinar bookings and avoid unrelated processing.
Integrate Formatter by Zapier and date formatting to convert scheduled time into a due date for follow-up tasks.
Integrate ActiveCampaign and contact management to create or update contacts, apply an event tag, and add to the event list.
Integrate Close and CRM task workflows to find or create the lead by email and create a follow-up task with the due date.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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