Using Zapier you can create and even update a contact in Cloudpresenter with any of the apps that integrate with Zapier.
For instance, let's say when a contact is added in HubSpot, it should automatically be created in Cloudpresenter as a contact.
In this article, we'll cover:
Prerequisites
To utilize the Cloudpresenter-Zapier integration, one needs a Webinar 500 plan or a higher-tier plan.
Need to have 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 this article, we have set up a Zap that automatically creates a contact in Cloudpresenter when one is created in HubSpot.
Automating adding contacts to Cloudpresenter
Go to zapier.com and log in to your account.
Click "+Create" and create a new Zap
Click the first event and search for the app you want to use. For this instance, I'm using "Hubspot"
Configure your event. For this instance, we are selecting "New contact", Triggers when a new contact is available in HubSpot
Authenticate your Hubspot account.
Map the fields you want to trigger.
Finally, test your trigger.
To configure Cloudpresenter, click the 2nd event and search Cloudpresenter
Click the "Event" dropdown and select "Create Contact"
Authenticate your Cloudpresenter account.
Map your fields from the "Action" tab
The last step, test your trigger
Click "Publish" once you've tested your trigger.
