1.Monitors new viewing sessions
Integrate Wistia and video analytics tools to capture viewer email and percent viewed for downstream engagement updates.
Update engagement record for viewer after video view
Automatically monitor new viewing sessions across Wistia and monday.com. Create and update engagement records when viewer sessions start, viewer email is detected, or percent viewed changesβso you can update watch percent, refresh engagement status, and keep boards organized without manual CRM cleanup.
How this automation updates engagement boards for active viewers
When new viewing sessions arrive without consistent CRM updates, coordinators lose context and follow-up timing slips. This automation monitors viewing events and maps viewer email, then finds the matching monday.com item and updates watch percent and engagement statusβso your team can act on fresh engagement.
Wistiaor swap with your favorite app
2.Stops anonymous views
Integrate Filter by Zapier and workflow automation logic to continue only when viewer email exists for clean board entries.
Filter by Zapieror swap with your favorite app
3.Finds matching board item
Integrate monday.com and CRM board workflows to locate the prospect record by viewer email in the configured column.
monday.comor swap with your favorite app
4.Skips when no match
Integrate Filter by Zapier and data validation rules to proceed only when a matching item is found.
5.Updates percent and status
Integrate monday.com and reporting fields to change engagement columns for watch percent and recent video activity status.
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