An automated workflow using zapier
Connects GoToWebinar + Keap Max Classic
Tag existing Infusionsoft by Keap contacts for new attendees in GoTo Webinar
About this workflow template
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 scripts 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:
Diagram
How it works?
When this trigger fires in GoToWebinar
New Attendee in GoToWebinar
Triggers when a registrant completes a webinar. At that point, they are considered an attendee.
Then this action happens in Keap Max Classic
Tag Existing Contact in Keap Max Classic
Applies a tag to an existing contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Tag existing Infusionsoft by Keap contacts for new attendees in GoTo Webinar.
Part I
Configure Applications
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
Build an integration workflow
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 Attendee (Triggers when a registrant completes a webinar. At that point, they are considered an attendee.).
Then set up an Action for Keap Max Classic
Choose this action: Tag Existing Contact (Applies a tag to an existing contact.).
Part III
Test and Publish
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 Tag existing Infusionsoft by Keap contacts for new attendees in GoTo Webinar!
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