1.Detects new registrants
Integrate WebinarJam and EverWebinar to detect new registrants and capture registration details.
Update lead and opportunity from webinar registrations now
Automatically detect new registrants across WebinarJam and EverWebinar and map their details across Close. Update lead and opportunity records when matching emails appear and set webinar interest for accurate follow-up, without manual CRM data entry.
How this automation updates your lead follow-up
When new webinar registrants arrive, stale CRM fields slow follow-up and create misrouted opportunities. This automation finds the right lead, updates lead context, and sets opportunity status based on the registrationβso your team can follow up with accurate attendee intent.
WebinarJam / EverWebinaror swap with your favorite app
2.Finds lead by registration email
Integrate Close and CRM lookup tools to find the matching lead by registration email.
Closeor swap with your favorite app
3.Updates lead record fields
Integrate Close and CRM field mapping tools to update the lead record with attendee context.
4.Updates opportunity registration stage
Integrate Close and opportunity routing tools to set the opportunity stage based on webinar interest.
5.Pauses for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause before finalizing CRM updates.
Delay by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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