1.Pull new registrant details
Integrate Zoom to capture registrant fields for each registration event, including email, name, company, job title, and registration timestamp to trigger CRM enrichment.
Log webinar registrants as CRM leads with note
Automatically monitor new webinar registrants across Zoom and Pipedrive. Create and update CRM records when registrations arrive, email details change, or job titles appearβso you can create organizations, add contacts, and log follow-up activity without manual CRM entry.
How this automation logs webinar registrations to your CRM activity
When new registrants come in from a webinar, delays in CRM entry can slow outreach and reduce conversions. This automation watches Zoom registrant submissions, filters and creates organization and person records, and logs a registration activity with notesβso your team can follow up with full context.
Zoomor swap with your favorite app
2.Filter qualifying registrants
Integrate Filter by Zapier and routing rules to continue only registrants that meet your setup criteria to keep your CRM lists focused.
Filter by Zapieror swap with your favorite app
3.Find or create organization
Integrate Pipedrive and CRM search tools to find an organization by name or create it to centralize company details for the registrant.
Pipedriveor swap with your favorite app
4.Find or create person
Integrate Pipedrive and contact record tools to find a person by email or create it to store name, email, job title, and org link.
5.Create registration activity
Integrate Pipedrive and CRM activity tools to create an event or registration activity with due date and registration notes to support sales follow up.
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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
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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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