Add webinar registrants to CRM, lists, and course
Add webinar registrants to CRM, lists, and course
Webinar registrations arrive without CRM tags or course enrollment, delaying follow-up. They are added to CRM lists and optional course enrollments so outreach can begin same day.
Overview
When webinar signups don't land in CRM, clinical outreach and demo prep get delayed and reps lose momentum. This flow captures registrants into CRM lists, records a tracked event, and optionally enrolls qualifying attendees so outreach can start the same day.