CRM

ktk0885
Participant

Contact Property for Zoom Webinar Regi/Attendance Date

SOLVE

I'm trying to figure out if there is a way to capture last Zoom Webinar registartion and/or attendance date on a contact record?  I know you are able to see Zoom metrics in the Contact Activity, but it doesn't seem like you can surface these metrics such that you can report on them or use them to initiate workflows/sequences?

My usecase:  Identify contacts that have not yet registered for a webinar and:
1.  Send that contact an automated email
2.  Create a task for the CSM to reach out to the contact

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property for Zoom Webinar Regi/Attendance Date

SOLVE

Hi @ktk0885,

 

I think there's a simpler approach here:

  • Create a contact list, add filter, find the Zoom filter group, filter for contacts that have registered
  • Enroll your invitation list into a workflow (the one with the automated email /task) and set membership in that list as an unenrollment criterion or goal

Theoretically, the list isn't even needed, you can specify Zoom registration directly as a workflow goal which will eject registered contacts immediately.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property for Zoom Webinar Regi/Attendance Date

SOLVE

Hi @ktk0885,

 

I think there's a simpler approach here:

  • Create a contact list, add filter, find the Zoom filter group, filter for contacts that have registered
  • Enroll your invitation list into a workflow (the one with the automated email /task) and set membership in that list as an unenrollment criterion or goal

Theoretically, the list isn't even needed, you can specify Zoom registration directly as a workflow goal which will eject registered contacts immediately.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes