1.Captures webinar registration
Integrate Zoom, webinar capture tools, and contact data fields to pull registrant details to centralize CRM-ready lead data.
Create CRM lead and register webinar attendee with tracking metadata
Automatically monitor new webinar registrant sign-ups across Zoom and Close. Create and update CRM leads and append registration history in Google Sheetsβso you can find matches, log webinar details, and update records without manual data entry.
How this automation captures webinar leads into CRM
When a New Webinar Registrant arrives, manual intake creates delays and missed outreach timing. This automation pulls Zoom registration details, finds or updates leads in Close, creates a webinar registration custom object, and logs an audit row in Google Sheetsβso your team can act same day.
Zoomor swap with your favorite app
2.Finds a lead by email
Integrate Close and CRM matching tools to search for an existing lead by registrant email to prevent duplicate entries.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and CRM record tools to create a lead or update last registration date and source field.
4.Creates webinar registration object
Integrate Close and CRM custom object tools to create a webinar registration record linked to the lead.
5.Adds registration audit row
Integrate Google Sheets and reporting tools to append a row with webinar fields for audit history tracking.
Google Sheetsor swap with your favorite app
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