1.Monitors new meeting registrants
Integrate Zoom and meeting intake tools to capture registrant submission data and registration metadata to centralize signup details.
Add new workshop registrants to CRM contact records
Automatically monitor new meeting registrants across Zoom and Keap. Add new contacts and tags when registrations submitted, new registrant captured, or join URL sharedβso you can create contacts, apply workshop tags, and assign owners without manual follow-up.
How this automation accelerates follow-up for CRM contacts
When new meeting registrants appear in Zoom, follow-ups stall and CRM data gets out of date. This automation captures registrant details and creates or updates Keap contacts and tagsβso your team can follow up on time.
Zoomor swap with your favorite app
2.Finds or creates contact
Integrate Keap and CRM contact matching tools to match by email and create contacts to ensure registrants are recorded.
Keapor swap with your favorite app
3.Updates contact record
Integrate Keap and CRM tagging tools to apply the workshop tag and set the assigned owner or intake stage to speed follow-up routing.
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Step 1
Connect your tools
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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
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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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