1.Watch for live attendee
Integrate WebinarJam and EverWebinar and webinar metadata tools to watch for live attendee events and pass the attendee payload.
Add webinar attendees to CRM and record attendance notes
Automatically capture live attendee contacts across WebinarJam and EverWebinar and Close. Create and update CRM leads and attendance notes when live attendees register, attend, or match by emailβso you can tag records and follow up without manual data entry.
How this automation logs webinar attendance to your CRM
When live attendees land in webinar tools, delayed entry can stall sales follow-up. This automation captures attendee details, finds or creates leads, and logs timestamped notes and webinar tagsβso your team can act fast.
WebinarJam / EverWebinaror swap with your favorite app
2.Find or create lead
Integrate Close and contact mapping tools to find matching leads or create new leads by attendee email and details.
Closeor swap with your favorite app
3.Filter qualifying attendees
Integrate Filter by Zapier and webinar validation tools to continue only for genuine live attendees and exclude tests.
Filter by Zapieror swap with your favorite app
4.Log note and update lead
Integrate Close and note writing tools to create timestamped attendance notes and update leads with the webinar tag.
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Step 1
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Step 3
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