1.New registrant captured
Integrate Zoom and webhook scheduling tools to detect new registrations and trigger occurrence lookups
Create CRM contacts and table records from webinar signups
Automatically monitor new webinar registrant events across Zoom and your CRM stack. Create and update contacts and event records when signups register, sessions match, or emails failβso you can reduce manual data entry, speed up reporting, and avoid contact mismatches without paperwork.
How this automation upserts contacts and powers event reporting
When new webinar registrant records come in, delays can disrupt follow up and distort event reporting. This automation fetches webinar occurrences, parses the right session, and upserts contacts and creates table rowsβso your team can keep data accurate without manual imports.
Zoomor swap with your favorite app
2.Fetch webinar occurrences
Integrate Webhooks by Zapier and API tools to call the webinar details endpoint and map occurrences for parsing
Webhooks by Zapieror swap with your favorite app
3.Choose registrant session
Integrate Code by Zapier and data formatting tools to parse occurrences and select the right session start time
Code by Zapieror swap with your favorite app
4.Clean registrant contact fields
Integrate Code by Zapier and validation tools to normalize names, validate email, and format phone for matching
5.Upsert contact in CRM
Integrate Webhooks by Zapier and CRM tools to upsert contacts by email with session date time and join link
6.Create event table row
Integrate Zapier Tables and reporting tools to create a new worksheet row with session and registration timestamps
Zapier Tablesor swap with your favorite app
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Step 1
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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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