1.Detect new meeting registrant
Integrate Zoom to detect each new meeting registrant and pull registration fields for lead creation.
Create new leads from meeting registrants into campaign
Automatically monitor new meeting registrant events across Zoom and Salesforce. Create and update leads and campaign entries when registrant emails arrive, country codes are enriched, or contacts do not existβso you can reduce manual entry, protect follow-up timing, and expand event outreach without manual reporting.
How this automation creates event leads faster
When new meeting registrants come in, delays can break prompt outreach and waste team time. This automation enriches country data, validates contact matches, and creates leads and campaign entriesβso your team can respond quickly.
Zoomor swap with your favorite app
2.Lookup country by code
Integrate Formatter by Zapier to map country code to full country name so the lead has enriched location data.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Salesforce to search for existing contact records by registration email to avoid duplicates.
Salesforceor swap with your favorite app
4.Continue only when no contact
Integrate Filter by Zapier to stop when an active contact exists and continue only when no matching contact is found.
Filter by Zapieror swap with your favorite app
5.Create lead and add campaign
Integrate Salesforce to create the lead from mapped fields and add it to the configured event campaign.
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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.
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