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 Zapierwebsite.
To use the Zapier integration for WebinarGeek:
- You need to have a Zapier account (available for free, and paid).
- You need to have a Basic or Pro WebinarGeek subscription.
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.
- Click on "Make a Zapp" to create a Zap.
- Search in "Choose a Trigger App" for the WebinarGeek app and select this one.
- Select the "Trigger", which is the action that sends data to Zapier. At this moment one is available: "New Registration". This one will be activated when someone subscribes to your webinar.
- Click in the next step on "Connect an Account", you are being asked to fill in an API key.
- Now open your WebinarGeek account in another tab/window. Click on your name in the upper right corner and select "Integrations". Then choose "Data integrations". Here you can find, under Zapier, your personal API key. Copy and paste this one into Zapier.
- 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.
- After you have connected your account you can in the "New Registration" trigger configure for which webinars this Zap needs to be triggered. You can select for all or one of your webinars.
- 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.
- 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
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.
Inspiration: Zap templates
Some Zap templates to get you started right away: