Zapier (English)


Zapier is a web-based service which allows you to connect different tools with each other. This way you can connect WebinarGeek with more than 1,000 other tools. You can for instance, when someone subscribes to your webinar, email all the subscription info to yourself (via Gmail), add it to a Google Spreadsheet (via Google Docs) or add it to your CRM system.


Many organisations offer an integration with Zapier, to see which ones and explore the other possibilities you can visit the Zapier website.


Requirements

To use the Zapier integration for WebinarGeek:

  • You need to have a Zapier account (available for free, and paid).
  • You need to have a WebinarGeek subscription which includes marketing integrations.

Create a Zapier account

You can create a Zapier account on the Zapier website, sign up for a free account using the "Sign Up for Free" button. You can also login to an existing Zapier account or select one of the paid subscriptions.


Connect Zapier with WebinarGeek

Zapier and WebinarGeek work together through the use of Zaps. Zaps are managed in Zapier and receive your data from WebinarGeek to send to another tool. Login to your Zapier account to establish the connection between WebinarGeek and Zapier.

  1. Click on "Make a Zapp" to create a Zap.
  2. Search in "Choose a Trigger App" for the WebinarGeek app and select this one.
  3. Select the "Trigger", which is the action that sends data to Zapier. You can choose between "New Registration" and "Webinar watched". The first one will be activated when someone subscribes to your webinar.
  4. Click in the next step on "Connect an Account", you are being asked to fill in an API key.
  5. Now open your WebinarGeek account in another tab/window. Click on your name in the upper right corner and select "Integrations". Then choose Zapier, click to enable it. Here you can find your personal API key. Copy and paste this one into Zapier.
  6. The connection will now be established, and you can now use Zapier together with WebinarGeek. In the next section we describe what you can do with this connection. Your account details will be saved in Zapier so that you don't have to fill them out next time you create a Zap.

Trouble setting up the connection? Ensure you meet the requirements as described above.


Connect your Zap with other tools

Now that you have established the connection between WebinarGeek and Zapier you can now start to configure your Zap and connect it with other tools.

  1. After you have connected your account you can in the "New Registration" and "Webinar watched" triggers configure for which webinars this Zap needs to be triggered. You can select for all or one of your webinars.
  2. When there is a registration for a or your selected webinar, you can see in the next step the details from your latest registrations to confirm everything works, you can also see which registration data is available for you to use.
  3. The next step is to configure the "Action" of your Zap, this is what will happen when the trigger is activated. You can select from more than 1,000 tools like Gmail, Trello, Marketo or Hubspot. You can map the fields from your registration to fields in other tools.

Example: add a new row in Google Spreadsheets after every new registration

You can also do the reverse, which is to use WebinarGeek as Action. This way you can subscribe someone to your webinar based on a trigger from another tool.


Available trigger: New registration

To create Zaps you can use the "New Registration" trigger: this one brings data of new registrations from WebinarGeek via Zapier to other tools. Important to know for this trigger is that:

  • You can choose to run the trigger for new registrations for a specific webinar or all your webinars.
  • It doesn't matter where registrations come from: registration page, embed, API, CSV import. In all cases data is send to Zapier.

The details which are available from someone who has registered, are:

  • Firstname, lastname and email address.
  • The details from the extra registration fields you may have added to your webinar.
  • The date of registration and date of the broadcast someone subscribed to.
  • The titel of your webinar.
  • The "External ID" of your registration, in case you have filled this one out.
  • The unique ID of the registration within WebinarGeek.
  • All consent fields including labels.
  • The IP address of the user which subscribed.

A full overview of fields you can find in our API documentation under "Retrieve a subscription". You will also see your latest registration as an example (if you have it) in Zapier, zo you can use those fields to create your Zap. That makes it really easy!


Available trigger: Webinar watched

To create Zaps you can use triggers. The second one is the "Webinar watched" trigger: this one brings data of new viewers from WebinarGeek via Zapier to other tools. Important to know for this trigger is that:

  • You can choose to run the trigger for new registrations for a specific webinar or all your webinars.
  • For live or automated webinars the information on whether someone was a viewer will become available after about an hour after your webinar. This is when this trigger can retrieve new information.
  • This trigger only works for live, automated and ondemand webinars. Replay viewers are not included.

The details which are available from someone who has viewed your webinar are the same as the fields you could use under "New registration", however the added value of this trigger is that when this one hits all watch information also becomes available. This includes viewing time, call to action, poll results and more. A full overview of fields you can find in our API documentation under "Retrieve a subscription". You will also see your latest viewer as an example (if you have it) in Zapier, zo you can use those fields to create your Zap. That makes it really easy!


Available action: Subscribe to webinar

Besides triggers there also is an action you can use, which can run based on triggers from other tools. This action is named "Subscribe to webinar" which subscribes someone to your webinar. Important to know for this trigger is that:

  • You subscribe someone to a specific broadcast, so you need to select the date and time for this action. For an ondemand webinar you can just choose the webinar as a whole.
  • An email address and first name are the two mandatory fields to register someone for your webinar. However, if you have configured your webinar to make other fields mandatory during registration such as company or lastname, then make sure you include those values in your Zap as well otherwise it will fail.
  • The flow for registration is the same as with any other way, which also means that a confirmation email will be send upon registration unless you disabled it for your webinar.

An example: new subscribers to your MailChimp mailinglist will now be automatically registered for your webinar.

The fields you can include when you subscribe someone are:

  • Firstname, surname and email address
  • Company name
  • External ID
  • Extra fields (with the same label as extra field)
  • Consent fields
  • Custom field (used to track the source of registration)

Subscriptions that come in via Zapier will have the value "zapier" set as registration source so you can separate them from other registrations.


Inspiration: Zap templates

Some Zap templates to get you started right away:


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