Add webinar attendees to contact list for follow-up

Your webinar attendee records arrive untracked, so advisors miss context needed to prioritize follow-up. Add attendees to your contact list for advisor outreach within 24 hours.

Overview

If attendee details never make it into your contact list, advisors lack the context to convert interest into meetings. This flow captures each webinar joiner as a contact and tags them for prioritized outreach so advisors can reach prospects within 24 hours.