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Livestorm to Zoho CRM - How to create or update contact status in zoho crm when a new person register to a webinar

  • 23 June 2020
  • 4 replies
  • 108 views

We use Zoho as a CRM. 

We organize webinars with livestorm. We would like to create a workflow when a contact register to our webinar : if the contact exist, modify its status in the campaing, if the contact is new create a new contact in the CRM. 

We have difficulties to link the 2 apps. 

Please advise. 

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Best answer by steph.n 9 July 2020, 19:20

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4 replies

Userlevel 7
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Hi there @Sophie - Thanks for writing to us! I’ve been notified by our team that you have this Zap turned on now. Could you let me know if this issue is still persisting for you? Thank you!

Hi! I have a similar question, if you have figured out how to use this workflow, could you please share so I can accomplish this as well?

Hi @steph.n is there documentation on how to do this? We are using GoToWebinar to Zoho CRM and what I would like to do is check to see if the contact exists in Zoho CRM and if it does, add the contact to a campaign with a predefined status (i.e. Viewed Replay or Registered). If the contact does not exist, it should create a lead and add the lead to the campaign. Would I use a path for this?

Userlevel 7
Badge +8

Hi @steph.n is there documentation on how to do this? We are using GoToWebinar to Zoho CRM and what I would like to do is check to see if the contact exists in Zoho CRM and if it does, add the contact to a campaign with a predefined status (i.e. Viewed Replay or Registered). If the contact does not exist, it should create a lead and add the lead to the campaign. Would I use a path for this?

 

This is a great question, Chelsea! Here’s our Zapbook pages that would fill in some info that you may be looking for:

Zoho CRM: https://zapier.com/apps/zoho-crm/integrations

GotoWebinar: https://zapier.com/apps/gotowebinar/integrations

I’m strongly leaning towards using Paths by Zapier (https://zapier.com/apps/paths/integrations#triggers-and-actions) like you mentioned for creation of your contact if it does not exist.