1.Detects new webinar entries
Integrate Typeform and form collection tools to capture new entry details for mapping into registrant records.
Create webinar registrant and update contact record in CRM
Automatically monitor webinar form submissions across Typeform, Zoom, and HubSpot. Create and update registrants when entries arrive or join links shorten or contact matching succeedsβso you can protect coordinators, build CRM records, and shorten outreach without manual follow-up.
How this automation upserts webinar registrant contacts
When a new webinar entry comes in, coordinators can lose time waiting for manual formatting and CRM updates. This automation delays for follow-up mapping, creates registrants, and upserts HubSpot contactsβso your team can act fast.
Typeformor swap with your favorite app
2.Pauses for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause delivery and keep the submission available.
Delay by Zapieror swap with your favorite app
3.Parses date and trainer name
Integrate Code by Zapier and data formatting tools to convert submitted date and time and derive trainer initials.
Code by Zapieror swap with your favorite app
4.Creates webinar registrant
Integrate Zoom and webinar management tools to create a registrant with email, name, and notes.
Zoomor swap with your favorite app
5.Shortens join URL
Integrate URL Shortener by Zapier and link tools to shorten the join URL and capture the final URL.
URL Shortener by Zapieror swap with your favorite app
6.Upserts CRM contact
Integrate HubSpot and CRM fields tools to create or update a contact and store webinar date fields and join link.
HubSpotor swap with your favorite app
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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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