WebinarGeek integration with Salesforce
How to Create leads in Salesforce for new WebinarGeek registrants
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 "Create leads in Salesforce for new WebinarGeek registrants" 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 WebinarGeek integrations
WebinarGeek actions
Nekton can use any feature that is available in WebinarGeek API.
Using our advanced AI, you can easily create custom automations for WebinarGeek.
Here are some typical actions you can do in your automated workflows.
Subscribe to a Single Webinar
Registers someone for your webinar.
Subscribe to a Series of Webinars
Register someone to all webinars in the webinar series. If one of the webinars in the series has multiple broadcasts, the contact will be subscribed to the first upcoming one.
Assessment Passed
Triggers when a viewer passes the assessment for a webinar.
New Payment
Triggers when a payment is completed successfully for your webinar.
Replay Watched
Triggers when someone starts watching a replay.
Unsubscribed From Webinar
Triggers when someone unsubscribes from a webinar.
About WebinarGeek
WebinarGeek is easy-to-use webinar software with marketing tools and analytics.