1.Monitor new lead creation
Integrate Close to detect webinar registrant leads entering the configured stage to start enrollment automatically.
Add webinar registrants to replay follow-up sequence fast
Automatically enroll webinar registrants into the replay follow-up sequence across Close. Create and update outreach access when new leads are created in a configured stage, so you can start follow-up instantly, find or create contacts, and subscribe registrants without manual reporting.
How this automation enrolls your replay follow-up fast
When webinar registrants become leads but follow-up sequences stay unassigned, outreach gets delayed and momentum drops. This automation monitors lead-stage creation and finds contacts, creates missing contacts, and subscribes them to your replay sequence—so your team can start outreach immediately.
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2.Finds existing contact
Integrate Close and contact search tools to locate the right person by email, then phone, then name to avoid duplicates.
3.Creates contact when missing
Integrate Close and CRM mapping tools to create a contact when no match is found to store webinar submission details.
4.Subscribes to replay sequence
Integrate Close and sequence settings to create a sequence subscription and select the replay sequence to start follow-up.
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