Register new event leads into the correct webinar occurrence
Register new event leads into the correct webinar occurrence
You get event leads not enrolled in the correct webinar, so attendees lack join links and coordinators miss context. Registrations and lead records are updated so coordinators can follow up.
Overview
Event signups frequently land in CRM without being enrolled in the right webinar, which leaves attendees without join links and makes follow-up clumsy. This workflow enrolls new leads into the correct webinar and writes join URLs back to the CRM so your coordinators and sales staff can follow up same day.