1.Runs every hour
Integrate Schedule by Zapier and automation scheduling tools to poll for webinar registrations that need processing.
Create webinar attendance records for new sales leads
Automatically monitor webinar registrations on an hourly schedule across Zapier Tables, Looping by Zapier, and Close. Create and update when unprocessed rows appear, new registrations come in, or attendance flags are setβso you can create leads, log attendance, and mark sources without manual reporting.
How this automation creates leads and attendance records
When the hourly check finds new webinar registrations, leads and attendance records can stay stuck in tables. This automation polls for unprocessed rows, finds or creates leads and opportunities, logs attendance when applicable, and updates the rowβso your team can follow up faster.
Schedule by Zapieror swap with your favorite app
2.Finds unprocessed rows
Integrate Zapier Tables and data tables to find matching records in your webinar registrations table for processing.
Zapier Tablesor swap with your favorite app
3.Loops row values
Integrate Looping by Zapier and mapping tools to iterate each row and map contact and webinar fields.
Looping by Zapieror swap with your favorite app
4.Finds or creates lead
Integrate Close and CRM contact tools to find a lead by email and create it with mapped contact fields.
Closeor swap with your favorite app
5.Creates opportunity and attendance
Integrate Close and CRM opportunity tools to create an opportunity and log webinar attendance when applicable.
6.Updates registration row
Integrate Zapier Tables and audit logging tools to set the processed flag true and store the CRM lead reference.
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Step 1
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