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Create CRM lead and task from webinar registration

Create CRM lead and task from webinar registration

Your webinar registrations arrive without CRM context and outreach is delayed. It creates a prospect record and an admissions follow-up task for same-day outreach.

Create CRM lead and task from webinar registration

Overview

Webinar registrants are time-sensitive prospects; if they aren't captured and assigned quickly, outreach effectiveness drops. This workflow turns each registration into a CRM prospect and a follow-up task, enabling admissions to contact registrants the same day.

Create CRM lead and task from webinar registration