1.Detects new registrant
Integrate Livestorm to detect new registrant emails and to centralize registrant lead inputs.
Create and update webinar registrants as CRM leads
Automatically monitor new registrants across Livestorm and Salesforce. Create and update CRM leads and campaign entries when registrant emails arrive or domains qualify or registrations pass filtersβso you can protect pipeline speed, keep campaigns current, and enroll records without manual reporting.
How this automation creates CRM leads from registrants
When webinar registrants arrive and require manual review, leads get delayed and campaigns fall out of date. This automation formats registrant data and filters qualifying signups, then searches and creates or updates CRM records and enrolls them in your event campaignβso your team can follow up fast.
Livestormor swap with your favorite app
2.Splits registrant email token
Integrate Formatter by Zapier and token parsing tools to split registrant email into a domain fragment for downstream checks.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying registrations
Integrate Filter by Zapier and domain checking rules to continue only when registrations qualify and exclude internal domains.
Filter by Zapieror swap with your favorite app
4.Searches for matching contacts
Integrate Salesforce and CRM lookup tools to search for matching Contact or Lead using registrant email and account mapping.
Salesforceor swap with your favorite app
5.Creates or updates and adds campaign
Integrate Salesforce and CRM record workflows to create or update a Lead or Contact and add it to your event campaign.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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