1.Captures invitee and meeting details
Integrate Calendly to capture invitee data and scheduled event details for the CRM lead and meeting context.
Create CRM opportunity and task from webinar booking
Automatically capture webinar invitee creation across Calendly, ActiveCampaign, and Close. Create and update when invitee created, webinar session scheduled, or invitee email providedβso you can create tracked CRM leads, tag contacts, and schedule sales tasks without manual data entry.
How this automation creates tracked CRM leads
When webinar invitee details are created but not entered into your CRM, pipeline and follow-up can stall. This automation captures invitee data and filters webinar bookings while it creates contacts, creates leads, and creates sales tasksβso your team can act fast.
Calendlyor swap with your favorite app
2.Filters webinar-type bookings
Integrate Filter by Zapier to continue only for configured webinar-type events so only webinar bookings proceed.
Filter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate ActiveCampaign to find or create a contact by invitee email, then apply webinar tags or lists.
ActiveCampaignor swap with your favorite app
4.Finds or creates lead
Integrate Close to find or create a lead by contact email, then set stage and store webinar tracking fields.
Closeor swap with your favorite app
5.Creates lead follow-up task
Integrate Close to create a task assigned to the event owner or fallback user, set the due date, and add notes.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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