Zoom integration with Keap
How to Add new Zoom webinar registrants to Keap as contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Zoom webinar registrants to Keap as contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Keap integrations
Keap actions
Nekton can use any feature that is available in Keap API.
Using our advanced AI, you can easily create custom automations for Keap.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a Company
Create Note
Creates a new note on a contact record
Add a Product to an Invoice
Add a product to an already existing Invoice
Create or Update Contact
Creates a new contact or updates an existing contact.
Find Company
Search for a company by name
Create Invoice
Creates a new invoice
About Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.