1.New meeting registrant
Integrate Zoom, event tools, and registrant data to detect new meeting registrations and start follow-up capture.
Add webinar registrants to nurture segment for campaign managers
Automatically add new webinar registrants from Zoom into Salesforce nurture flows. Automatically create or find Contacts, then add them to a preconfigured campaign—so you can capture registrations, start event follow-up, and report performance without manual list building.
How this automation grows webinar follow-up
When webinar registrant data lands in Zoom, delays can slow follow-up and weaken reporting. This automation finds or creates Salesforce records and adds each contact to the right CRM campaign—so your team can nurture at scale and measure outcomes.
Zoomor swap with your favorite app
2.Find contact by registration email
Integrate Salesforce, CRM search tools, and contact fields to find Contacts by registration email and map registration details.
Salesforceor swap with your favorite app
3.Create contact if none found
Integrate Salesforce, CRM record creation tools, and account association to create a Contact when no match is found.
4.Add contact to campaign
Integrate Salesforce, campaign management tools, and event streams to add the Contact to the configured CRM campaign.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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