This automation scenario allows you to connect GoToWebinar and Keap Max Classic
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
GoToWebinar and Keap Max Classic can also be integrated using automation tools other than zapier:
When this trigger fires in GoToWebinar
Triggers when a new registrant is added to a webinar.
Then this action happens in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
This guide contains information on how to set up an automatic workflow that allows to Add new GoTo Webinar registrants to Keap Max Classic as contacts.
Part I
First, we need to connect GoToWebinar and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect GoToWebinar to Zapier.
Give Zapier access to your GoToWebinar account, using GoToWebinar credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for GoToWebinar
Choose the following trigger: New Registrant (Triggers when a new registrant is added to a webinar.).
Then set up an Action for Keap Max Classic
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between GoToWebinar and Keap Max Classic.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new GoTo Webinar registrants to Keap Max Classic as contacts!
Triggers when a tag gets added to a contact.
Triggers when you add a new contact.
Triggers when you add a new invoice.
Triggers when you add a new opportunity.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new action for a contact (task, note, or appointment).
Create a new registrant for a webinar.
Create and schedule a new, single-session webinar.
Finds an existing webinar.
Removes a registrant from a webinar.
Adds a new Registrant to an upcoming Webinar
Finds an existing registrant.
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