1.Monitor new webinar registrant
Integrate Zoom and webinar registration tools to detect new registrant signups to trigger downstream routing.
Create CRM lead and pipeline deal from webinar registration
Automatically catch new webinar registrants across Zoom and route context through Pipedrive. Create and update CRM leads and deals from registrations so sales can follow up with account details and training timing without manual data entry.
How this automation creates qualified CRM leads and deals
When new webinar registrant events hit, leads can be missed and follow-ups slow down. This automation routes owners and builds CRM organization and person records, then creates or updates deal and lead recordsβso your team can act on intent quickly.
Zoomor swap with your favorite app
2.Routes owner to region assignee
Integrate Sub-Zap by Zapier and routing rules to assign ownership based on location inputs to route each registrant.
Sub-Zap by Zapieror swap with your favorite app
3.Finds or creates organization
Integrate Pipedrive and CRM account management to find or create organization records to centralize registrant company context.
Pipedriveor swap with your favorite app
4.Transforms referral and multi fields
Integrate Formatter by Zapier and text parsing tools to split referral or multi-value fields to map into contact fields.
Formatter by Zapieror swap with your favorite app
5.Finds or creates person
Integrate Pipedrive and CRM contact management to find or create person records to capture lead details accurately.
6.Creates or updates deal and lead
Integrate Pipedrive and CRM pipeline tracking to create or update deal and lead records and log registration activity to stage training follow-up.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
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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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
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Marcelo Lebre, Co-Founder
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