1.Monitors people attended event
Integrate Livestorm, event payloads, and attendance signals to capture attendee emails and names for processing.
Update contact records with webinar completion and dates
Automatically monitor People attended event data across Livestorm and Salesforce to keep contact training progress accurate. Create and update module completion fields when attendee attendance meets or exceeds your threshold, when webinar title matches a module, or when a completed record is foundβso you can update contacts, route modules, and set completion dates without manual cleanup.
How this automation updates your module completion records
When People attended event data arrives, stale contact fields can disrupt onboarding and reporting. This automation maps attendees to CRM records, routes updates by webinar title, and sets module-specific completion datesβso your team can keep training progress current.
Livestormor swap with your favorite app
2.Finds matching contact record
Integrate Salesforce and CRM lookup tools to map the attendee email or name to a contact and stop if missing.
Salesforceor swap with your favorite app
3.Routes by webinar title
Integrate Filter by Zapier, branching rules, and module mapping to route only qualifying webinar titles to the right path.
Filter by Zapieror swap with your favorite app
4.Updates module completion fields
Integrate Salesforce, CRM fields, and reporting updates to write attendance rate, and set module completed dates when the threshold is met.
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