1.Captures new webinar registrant
Integrate Livestorm and lead capture forms to extract registrant fields and to pass them as source data for CRM updates
Create CRM lead and follow-up task from webinar registrant
Automatically capture new webinar registrants across Livestorm and Capsule CRM. Create and update when country is normalized, dates are formatted, or contacts are found or createdβso you can create CRM records, assign follow-up tasks, and apply source tags without manual data entry.
How this automation creates CRM-ready webinar leads
When new registrants sign up, delays can leave leads without outreach and blur ownership. This automation captures registration details, normalizes country and dates, then finds or creates CRM contacts and assigns follow-up tasksβso your team can follow up faster.
Livestormor swap with your favorite app
2.Looks up and normalizes country
Integrate Formatter by Zapier, lookup tables, and data transformation tools to normalize registrant country and to use fallbacks when needed
Formatter by Zapieror swap with your favorite app
3.Formats registration date for scheduling
Integrate Formatter by Zapier and date formatting tools to convert the registration timestamp into a scheduled due date
4.Finds or creates contact record
Integrate Capsule CRM and CRM matching rules to find or create a contact by email and to apply webinar tags and source fields
Capsule CRMor swap with your favorite app
5.Creates assigned follow-up task
Integrate Capsule CRM and task scheduling to create a due task for the contact and to assign it to the configured owner
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