1.Monitor new registrant submissions
Integrate GoTo Webinar and webinar intake tools to watch for new registrant submissions and trigger downstream workflows.
Create sales-ready contact records from webinar registrants instantly
Automatically monitor new webinar registrants across GoTo Webinar and HubSpot. Create and update when new webinar signup, partner source provided, or affirmative interest selectedβso you can create contacts, log registration notes, and generate deals without manual data entry.
How this automation qualifies webinar leads into deals
When new registrants come in, delays can waste outreach windows and leave the pipeline unqualified. This automation finds or creates contacts, logs registration notes, and creates and associates dealsβso your team can follow up faster.
GoTo Webinaror swap with your favorite app
2.Find or create contact record
Integrate HubSpot and CRM contact databases to match by email and create a contact record when no match is found.
HubSpotor swap with your favorite app
3.Create engagement registration note
Integrate HubSpot and customer messaging tools to create a registration note associated to the contact for rep context.
4.Qualify registrant for pipeline
Integrate Filter by Zapier and lead qualification rules to continue only for qualifying partner sources or interest flags.
Filter by Zapieror swap with your favorite app
5.Create deal in pipeline
Integrate HubSpot and pipeline configuration tools to create a deal in the configured pipeline and stage.
6.Associate deal to contact
Integrate HubSpot and CRM relationship tracking to link the created deal to the found or created contact.
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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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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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