1.Captures attendee engagement updates
Integrate ON24, webinar analytics tools, and contact matching data to capture attendee emails and engagement metrics.
Create or update webinar engagement records in CRM
Automatically monitor new or updated attendee activity across ON24 and Zoho CRM. Create and update engagement records when attendee email is matched or minutes watched changes or engagement metrics refreshβso you can protect outreach timing, keep CRM data current, and avoid manual logging.
How this automation updates webinar engagement records
When attendee activity changes on a webinar, delays can break timely follow-up. This automation monitors attendee updates and updates engagement records and errors in Zoho CRMβso your team can reach out with accurate activity context.
ON24or swap with your favorite app
2.Finds event details by identifier
Integrate Zoho CRM, CRM event modules, and mapping fields to look up event names and engagement titles.
Zoho CRMor swap with your favorite app
3.Finds contact by attendee email
Integrate Zoho CRM and contact records to search contacts by attendee email and map to matching contact emails.
4.Updates or creates engagement record
Integrate Zoho CRM and engagement fields to upsert on24 engagement using event id and contact id.
5.Logs integration error for unmatched attendees
Integrate Zoho CRM and errors lists to create an integration error record with dates and source identifiers.
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