1.Detect new registrant submission
Integrate WebinarJam and EverWebinar to watch for new registrations and trigger the CRM workflow for follow-up.
Create CRM lead from webinar registrant for follow-up
Automatically capture new registrant registrations across WebinarJam and EverWebinar in CRM tools. Create and update when normalized fields are ready, CRM people are matched or created, and event list contacts are updated β so you can create records, start deals, and send timely outreach without manual follow-up.
How this automation creates lead follow-up momentum
When webinar registrations get submitted without capture, outreach delays and lead stages fall behind. This automation normalizes registrant details, upserts CRM records and deal context, and adds contacts to your event listβso your team can follow up immediately.
WebinarJam / EverWebinaror swap with your favorite app
2.Normalizes registration contact fields
Integrate Formatter by Zapier and data formatting tools to normalize phone and standardize name fields for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Finds person and upserts record
Integrate Pipedrive and CRM matching to look up a person by email and create a person when no match exists.
Pipedriveor swap with your favorite app
4.Creates linked deal in lead stage
Integrate Pipedrive and deal tracking tools to create a linked deal, set lead stage, and assign the campaign owner.
5.Adds registration note to person and deal
Integrate Pipedrive and CRM note tools to attach a registration summary and timestamp to the person and deal.
6.Adds or updates event list contact
Integrate ActiveCampaign and email marketing tools to add or update the registrant in your configured event list.
ActiveCampaignor swap with your favorite app
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