1.Captures new form submission
Integrate HubSpot, form tools, and contact data sources to capture the submission and trigger registrant processing.
Create webinar registrants and CRM leads from registrations
Automatically register webinar registrants and capture CRM leads across HubSpot, GoTo Webinar, and Salesforce. Create and update records when a new form submission comes inβso you can confirm signups, start nurture, and reduce manual data entry without spreadsheet work.
How this automation creates webinar leads for follow-up
When a webinar form submission arrives, missed registration and wrong CRM data slow outreach. This automation creates registrants and creates lead recordsβso your team can follow up fast and nurture with accuracy.
HubSpotor swap with your favorite app
2.Creates webinar registrant
Integrate GoTo Webinar and contact mapping tools to create a registrant and register qualifying submissions for the webinar.
GoTo Webinaror swap with your favorite app
3.Creates Salesforce lead
Integrate Salesforce and CRM workflows to create a lead record and set lead source, owner, and duplicate handling.
Salesforceor 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.
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