1.Captures new webinar registrant
Integrate webinar platforms and registration events to create a CRM-ready lead profile from each new registrant.
Add webinar registrants to CRM and message them
Automatically monitor new registrant events across webinar platforms and CRM tools. Create and update when new registrant created, registrant submitted, or attendee registration completedβso you can add leads to your CRM, log attendees, and notify reps without manual follow-up.
How this automation accelerates webinar follow-up
When new registrants come in, delayed outreach can miss the highest intent window. This automation captures registrations and updates leads, then logs attendees and notifies repsβso your team can follow up faster.
WebinarJam / EverWebinaror swap with your favorite app
2.Adds registrant row to worksheet
Integrate Google Sheets and data mapping tools to add name, email, phone, date, and source for each registrant.
Google Sheetsor swap with your favorite app
3.Finds or updates lead by email
Integrate Close and CRM lookup to search by email and update or create the lead with registration details.
Closeor swap with your favorite app
4.Tags or subscribes registrant
Integrate Kit and email audience tools to tag or subscribe registrants using their mapped email and name.
Kitor swap with your favorite app
5.Notifies sales channel with details
Integrate Slack and team messaging tools to send registrant info and a clickable CRM lead placeholder to reps.
Slackor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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