Zapier is an easy-to-use web service that enables users to automate actions between their various web apps. With Cloudpresenter, you can automate your contacts.
For instance, if you add a contact in Cloudpresenter, it automatically gets added to another app with the assistance of Zapier.
In this article, we'll cover:
Prerequisites
To utilize the Cloudpresenter-Zapier integration, you need a Webinar 500 plan or a higher.
A Zapier account on a paid plan to run more than (10 task) zaps.
Overview
The Cloudpresenter-Zapier integration empowers you to create custom "Zaps" that automatically trigger actions in other apps based on specific events or conditions within Cloudpresenter. For instance, you can set up a Zap that automatically sends a notification to your team's messaging app whenever a new contact is created in Cloudpresenter.
With Cloudpresenter-Zapier integration you can setup automation between Cloudpresenter and any other app that you use for your business use case.
Creating workflow
Go to zapier.com and log in to your account.
Click "+Create" and create a new Zap
Click the first event and search for "Cloudpresenter"
Choose an event to occur from the "Event" dropdown
After selecting the event, click on the "Account" tab at the top to authenticate your Cloudpresenter account.
Enter your Cloudpresenter credentials to authenticate
To set up the trigger for the second action, click on the trigger and then select and configure the respective app.
After selecting triggers & actions (with another application), click on "Test" to test the connection between two apps & click "Publish" to publish the Zap.
