1.Detect new webinar registrant
Integrate Zoom and analytics tools to watch for webinar registration payloads and to start contact matching.
Add webinar registrants to CRM with event tag
Automatically capture webinar registrant activity across Zoom and Keap. Create and update when registrations submit, new registrants appear, or registration answers postβso you can create and update contacts, apply event tags, and segment outreach without manual data entry.
How this automation updates your CRM contact records
When new webinar registrants come in, leads can stall in inboxes and get missed for segmentation. This automation monitors registrations, finds or creates contacts, and applies event tagsβso your team can follow up at the right time.
Zoomor swap with your favorite app
2.Find contact by email
Integrate Keap and data lookup tools to search by email and to detect an existing contact.
Keapor swap with your favorite app
3.Create or update contact
Integrate Keap and CRM mapping tools to map registration fields and to update the contact record.
4.Add contact event tag
Integrate Keap and segmentation tools to apply the configured event tag and to trigger targeted outreach.
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Explore all contact management automations
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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