1.Find attendee table records
Integrate Zapier Tables and database tools to find attendee rows to route each matching record forward.
Create labeled conference attendee leads in your CRM daily
Automatically pull attendee rows across Zapier Tables and Clarify on a daily schedule. Create and update company and person records, add conference labels, and link contacts to deals when scheduled pulls run, attendee rows match, or conference entries updateβso you can automate reporting, reduce follow-up delays, and stop manual data entry.
How this automation labels attendee leads in your CRM
When daily attendee rows are pulled, missed labeling and unlinked outreach slow down follow-up. This automation finds attendees and loops through contacts, then creates or updates company and person records and links dealsβso your team can act on post-event intent.
Zapier Tablesor swap with your favorite app
2.Iterate each attendee row
Integrate Looping by Zapier and data mapping tools to iterate attendee rows and map contact and company metadata forward.
Looping by Zapieror swap with your favorite app
3.Find or create company
Integrate Clarify and CRM records to match company domain and create or update the company record to return a company ID.
Clarifyor swap with your favorite app
4.Find or create labeled person
Integrate Clarify and CRM labels to match by attendee email, create or update the person, and add the conference label.
5.Create deals and link people
Integrate Webhooks by Zapier and CRM relationship tools to retrieve deal relationships, create missing deals, and patch person links.
Webhooks by Zapieror swap with your favorite app
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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.
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Rishi Shah, CEO and Co-Founder
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