1.Monitor new attendee enter
Integrate BigMarker and webinar event tracking to capture attendee details to onboard new contacts.
Add webinar attendees to preferred agent contact records
Automatically capture new webinar attendees across BigMarker and route them through Salesforce and SendGrid. Add attendees to the right contact records and marketing list when new attendee entries arriveβso you can onboard contacts quickly, update owner fields, and start outreach without manual list-building.
How this automation accelerates your follow-up
When new webinar attendees go unassigned, outreach timing slips and contacts stay incomplete. This automation captures attendee entries, delays briefly when needed, formats timestamps, updates CRM contacts, and adds them to a marketing listβso your team can follow up fast.
BigMarkeror swap with your favorite app
2.Delay for 2 hours
Integrate Delay by Zapier and workflow timing tools to pause processing to preserve follow-up timing.
Delay by Zapieror swap with your favorite app
3.Create timestamp for logging
Integrate Formatter by Zapier and time formatting tools to format the current time to populate CRM date fields.
Formatter by Zapieror swap with your favorite app
4.Update or create contact by email
Integrate Salesforce and CRM data tools to find records by email and update or create contacts to assign owners and dates.
Salesforceor swap with your favorite app
5.Add attendee to contact list
Integrate SendGrid and email list tools to create contacts or add them to the configured marketing list to launch outreach.
SendGridor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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