Convert webinar registrants into CRM contacts
When a user registers for an event in StreamYard, automatically create or update their contact profile in Salesforce so sales can follow up.
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Google for Startups AcceleratorHow Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Salesforce Explore Salesforce →
TriggersFires when a new lead or contact is created in Salesforce.
Fires when a deal moves to a new stage in Salesforce.
Fires when a deal is marked won in Salesforce.
Fires when a field on a contact changes in Salesforce.
Creates or updates a contact in Salesforce.
Creates a new deal in Salesforce.
Moves a deal to a new stage in Salesforce.
Logs a call, email, or note against a record in Salesforce.
StreamYard Explore StreamYard →
TriggersFires when someone registers for a webinar in StreamYard.
Fires when a registrant joins a live webinar in StreamYard.
Fires when a registrant does not attend a webinar in StreamYard.
Registers someone for a webinar in StreamYard.
Creates or updates a webinar session in StreamYard.
Tags a registrant's record in StreamYard.
More Salesforce + StreamYard workflows
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Common questions
Can Knit build “Convert webinar registrants into CRM contacts” between Salesforce and StreamYard?
Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and StreamYard's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can I automatically register high-value CRM leads for an upcoming webinar?
Yes, whenever a deal stage changes or a new lead is created in Salesforce, you can automatically sign that contact up for a session in StreamYard.
How do sales reps know if a prospect actually attended a session?
When someone joins or misses an event in StreamYard, an activity or note is logged directly on their contact profile in Salesforce.