1.Monitor new live attendee
Integrate WebinarJam and EverWebinar and webinar analytics tools to detect new live attendee events and route them to lead lookups.
Update lead status and tag contacts for webinar attendees
Automatically monitor new live attendee signals across WebinarJam and EverWebinar. Update lead status, append attendance history, and tag contacts for follow-up when attendee shows up, attendee email matches, or qualifying records are foundβso you can protect lead qualification without manual lead updates.
How this automation updates your attended leads
When a new live attendee appears, missed follow-up slows down lead qualification. This automation finds the right lead in Close, updates attendance status and history, and adds or updates the contact tag in LeadConnectorβso your team can qualify while intent is fresh.
WebinarJam / EverWebinaror swap with your favorite app
2.Find lead by attendee email
Integrate Close and CRM tools to search leads by attendee email and map attendee name and email to search keys.
Closeor swap with your favorite app
3.Update attended lead record
Integrate Close and CRM history tools to set the attended stage and append attendance timestamp and event context.
4.Add or update attended contact
Integrate LeadConnector and contact data tools to add an attended tag, map contact fields, and mark for marketing follow-up.
LeadConnectoror swap with your favorite app
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Step 1
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Step 2
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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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