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Sales & Marketing

Zoom Webinar to CRM

Adds a Zoom webinar registrant to CRM and to a Campaigns list.

Implement Zoom Webinar to CRM.

InterConnecta connects these systems through an API. This is not a setting inside Zoho. OpenAI, Anthropic, or Gemini can run the AI step.

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Workflow

When Webinar registrationAttendee joinedWebinar ended
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Solution

File webinar registration in CRM.

Webinar registrants and attendees are exported from Zoom after the event.

A Zoom webinar registration creates or updates a Zoho CRM Lead and adds it to the Campaigns list for that event. Attendance is written back after the webinar.

Input systems

Zoom

Origin

Zoho CRM

AI processing

Zoho Campaigns

Result

Execution path

Origin Webinar registration

Attendee joined · Webinar ended

AI processing Match the registrant email to a Lead or Contact and draft the attendance note from join or no-show. Create a Lead when none exists. Do not enroll someone who only attended as a panelist. OpenAI, Anthropic, or Gemini can run this step.
  • Registrant email
  • Webinar id
  • Registration time
  • Join time
Actions
  • Create or update the Lead
  • Add the mailing list
  • Set attended or no-show
  • Notify the owner when a target account attends
Result Registration and attendance live on the CRM record and the Campaigns list.

How this flow runs.

  1. 01

    Zoom

    Starts when Webinar registration, Attendee joined, Webinar ended.

  2. 02

    Registrant

    Reads Registrant email, Webinar id, Registration time, Join time.

  3. 03

    Run the AI step

    Match the registrant email to a Lead or Contact and draft the attendance note from join or no-show. Create a Lead when none exists. Do not enroll someone who only attended as a panelist. OpenAI, Anthropic, or Gemini can run this step.

  4. 04

    Zoho CRM and Zoho Campaigns

    Registration and attendance live on the CRM record and the Campaigns list.

Zoho modules

  • Leads
  • Contacts
  • Mailing lists

Fields updated

  • Lead or Contact
  • List membership
  • Attendance

Key benefits

Registrant is a Lead or Contact

Attendance is written back

Panelists are excluded

List matches the webinar

Ideal for

Marketing teams that host Zoom webinars and follow up from Zoho CRM and Zoho Campaigns.