Upsales StreamYard

Convert webinar registrants into CRM contacts

When a user registers for an event in StreamYard, automatically create or update their contact profile in Upsales so sales can follow up.

Try:

See all Upsales + StreamYard integrations or talk to a human

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How 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.

Upsales Explore Upsales →

Triggers
New contact or lead

Fires when a new contact or lead is added to Upsales.

Contact updated

Fires when a field on a contact changes in Upsales.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Upsales.

Deal won

Fires when a deal is marked won in Upsales.

Actions
Create or update contact

Creates or updates a contact in Upsales.

Create deal

Creates a new deal in Upsales.

Update record stage

Moves a deal or record to a new stage in Upsales.

Log activity

Logs a call, email, or note against a record in Upsales.

StreamYard Explore StreamYard →

Triggers
New webinar registration

Fires when someone registers for a webinar in StreamYard.

Attendee joined

Fires when a registrant joins a live webinar in StreamYard.

Attendee missed the webinar

Fires when a registrant does not attend a webinar in StreamYard.

Actions
Register an attendee

Registers someone for a webinar in StreamYard.

Create or update a session

Creates or updates a webinar session in StreamYard.

Add tags to a registrant

Tags a registrant's record in StreamYard.

Register VIP prospects for live webinars When a deal reaches a specific pipeline stage in Upsales, automatically register the primary contact for an upcoming session in StreamYard. See details
Log missed webinar attendance on contact records When an invitee misses a live presentation in StreamYard, record an activity in Upsales so account managers know to send the recording. See details

See all Upsales + StreamYard integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert webinar registrants into CRM contacts” between Upsales and StreamYard?

Yes — describe it in the box above and Knit's Integrations Agent researches Upsales 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 Upsales, 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 Upsales.

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