Question

Microsoft Teams Webinar Registration to Salesforce

  • 29 April 2021
  • 5 replies
  • 134 views

Userlevel 1

We’re looking to use Microsoft Teams for webinars and want to send registration information to Salesforce. I don’t see this type of recipe for the Teams integration. Has anyone else done this or can anyone offer some advise if this is possible?


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5 replies

Userlevel 7
Badge +11

Hi @OpSec 

The Microsoft Teams Zap app integration doesn’t currently have those triggers available: https://zapier.com/apps/microsoft-teams/integrations

Likely, the Microsoft Teams API would have to be used: https://docs.microsoft.com/en-us/graph/teams-concept-overview

App APIs can be leveraged via a Webhook step in Zaps: https://zapier.com/apps/webhook/integrations#triggers-and-actions

Userlevel 1
Badge

Hi @OpSec - I’d be happy to add a feature request on your behalf. I just want to make sure I’m on the same page, could you clarify which actions or triggers you’re looking for? It sounds like you want to trigger when someone registers for a webinar in Microsoft teams, is that right? Or is it something else?

Userlevel 1

Thanks @Matt_Boyden. I just learned that Microsoft Teams has a new webinar feature that includes a registration form, though I haven’t seen if that registration form can connect to Salesforce directly.

Userlevel 1

Would be keen to see this happen too. I am in the process of doing the same - creating a webinar in Teams. Steps seem to be:

  1. Create webinar in Teams. 
  2. Create ‘custom’ registration form in Teams Webinar
  3. Distribute link to prospective registrants via socials/email/etc
  4. Registrants fill in form which gets provided to the Webinar event
  5. Teams sends registrants confirmation details and access link.

Currently seems like I need to manually add the registrants details into Campaign Monitor every time someone registers. Would be great to be able to add a Zap between steps 4 and 5 which adds registrant details to a Campaign Monitor contact list (or in the OP case, Salesforce)

 

Currently looking at whether this rather convoluted process will work:

https://myteamsday.com/2020/03/22/creating-webinar-sign-ups-approvals-and-invitation-emails-sending-using-forms-teams-and-power-automate-poc/

 

 

Userlevel 1

Hey mate - hopefully this will help you (if you haven’t already figured it out)


MS Teams webinar registration to add subscriber in Campaign Monitor | Zapier Community