1.Captures new webinar registrants
Integrate Zoom and webinar form data to capture registrant payloads and continue eligible registrations.
Create lead and campaign member for webinar registrants
Automatically capture new webinar registrants across Zoom and Salesforce. Create and update when qualifying registrants appear, custom answers submit, or duplicates are excludedβso you can create lead records, add campaign memberships, and assign attribution without manual follow-up.
How this automation accelerates webinar lead attribution
When new webinar registrants arrive without qualification, outreach can go to the wrong records and attribution gets lost. This automation filters registrants, finds the right campaign and contact, and creates or updates lead and campaignMember recordsβso your team can follow up at the right time.
Zoomor swap with your favorite app
2.Filters registrants for quality
Integrate Filter by Zapier and data validation tools to exclude blocked domains and duplicate submissions.
Filter by Zapieror swap with your favorite app
3.Finds the matching campaign
Integrate Salesforce and CRM lookup tools to search the campaign by webinar identifier and return a campaign id.
Salesforceor swap with your favorite app
4.Looks up the contact by email
Integrate Salesforce and contact enrichment tools to find a matching contact by email before creating records.
5.Creates lead and adds campaign member
Integrate Salesforce and CRM record tools to create or reuse a lead and add a campaign member with webinar details.
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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.
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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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