GoToWebinar
Keap Max Classic
zapier

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.

GoToWebinar and Keap Max Classic can also be integrated using automation tools other than zapier:

Diagram

Tag existing Infusionsoft by Keap contacts for new attendees in GoTo Webinar
Workflow diagram: GoToWebinar + Keap Max Classic integration

How it works?

When this trigger fires in GoToWebinar

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

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.

    Create Zapier account if you don't have one.

  • Connect GoToWebinar to Zapier.

    Connect GoToWebinar to Zapier.

    Give Zapier access to your GoToWebinar account, using GoToWebinar credentials.

  • Connect Keap Max Classic to Zapier.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Keap Max Classic

    Tag added to contact

    Triggers when a tag gets added to a contact.

    zapier
    triggerbyzapier
  • Keap Max Classic

    New contact

    Triggers when you add a new contact.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New invoice

    Triggers when you add a new invoice.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New opportunity

    Triggers when you add a new opportunity.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New payment

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New contact action

    Triggers when you add a new action for a contact (task, note, or appointment).

    zapierautomateio
    triggerbyzapierautomateio
  • GoToWebinar

    Create registrant

    Create a new registrant for a webinar.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • GoToWebinar

    Create webinar

    Create and schedule a new, single-session webinar.

    zapierautomateiointegratelypabbly-connectpipedream
    actionbyzapierautomateiointegratelypabbly-connectpipedream
  • GoToWebinar

    Find webinar

    Finds an existing webinar.

    zapier
    actionbyzapier
  • GoToWebinar

    Remove registrant

    Removes a registrant from a webinar.

    zapierautomateiointegratelypabbly-connect
    actionbyzapierautomateiointegratelypabbly-connect
  • GoToWebinar

    Add registrant

    Adds a new Registrant to an upcoming Webinar

    automateio
    actionbyautomateio
  • GoToWebinar

    Find registrant

    Finds an existing registrant.

    zapier
    actionbyzapier

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.