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Best answer

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

S

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. 

Best answer by steph.nBest answer by steph.n

ChelseaK wrote:

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.

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4 replies

steph.n
Forum|alt.badge.img+8
  • steph.nBuilder
  • Builder
  • 899 replies
  • June 26, 2020

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!

C
  • ChelseaKBeginner
  • Beginner
  • 2 replies
  • July 8, 2020

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?

C
  • ChelseaKBeginner
  • Beginner
  • 2 replies
  • July 9, 2020

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?

steph.n
Forum|alt.badge.img+8
  • steph.nBuilder
  • Builder
  • 899 replies
  • Answer
  • July 9, 2020
ChelseaK wrote:

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.

C
1 person likes this
  • C
    ChelseaK
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