1.Captures new meeting registrant
Integrate Zoom to capture registrant details like name, email, phone, join URL, and question responses for downstream lead creation.
When new meeting registrant data arrives, delays can stall lead follow-up and scheduling. This automation finds webinar context, creates or updates CRM leads, and invites registrants with calendar eventsβso your team can act immediately.
Integrate Zoom to capture registrant details like name, email, phone, join URL, and question responses for downstream lead creation.
Integrate Zapier Tables and reporting tools to look up the webinar row and map title, date time, tags, and calendar slots.
Integrate Close and CRM tools to search by registrant email and create or update the lead with webinar source and tags.
Integrate Mailchimp and audience segmentation tools to add or update the registrant subscriber and apply the webinar segment and tag.
Integrate Airtable and audit logging tools to create a registrants row with name, email, timestamp, webinar date, and responses.
Integrate Calendar and scheduling tools to create an event and invite the registrant using webinar start end and join URL.
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.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.