1.Detects new webinar registrations
Integrate WebinarGeek, registration data inputs, and consent details to detect new webinar registrations for CRM enrichment.
Create CRM lead and tag webinar registrants automatically
Automatically monitor new webinar registrations across WebinarGeek and Microsoft Dynamics 365 CRM. Create and update when registrations arrive, consent opt-in is selected, or emails have no matchβso you can create contacts, add event tags, and log marketing triggers without manual follow-up.
How this automation accelerates your follow-up
When webinar registrants submit signups, manual entry delays follow-up and risks losing consent context. This automation monitors new registrations and finds or creates CRM contacts and then adds event tags and marketing trigger recordsβso your team can act quickly.
WebinarGeekor swap with your favorite app
2.Finds contact by email
Integrate Microsoft Dynamics 365 CRM and contact matching tools to search by email and map registration fields to contact data.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Creates contact when none found
Integrate Microsoft Dynamics 365 CRM and CRM record tools to create a contact, set consent, and add a webinar event tag.
4.Creates marketing trigger record
Integrate Microsoft Dynamics 365 CRM and event context mapping to store qualification notes and webinar title and date for campaigns.
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