CRM
Alert Sales in Slack When a Webinar Attendee Crosses the Hot Threshold
Right after a Zoom webinar, flag attendees who watched most of the session and asked questions, then ping the owning rep in Slack with a ready-to-act summary.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar.ended eventZoom
- ActionFetch participant report from ZoomZoom
- LogicFilter to hot-tier attendees only
- ActionLook up owner in AttioAttio
- OutputPost per-rep alert in SlackSlack
What it does
This workflow watches for high-intent webinar behavior and routes only the hottest attendees to sales in real time. It scores participation, filters to the top tier, looks up the account owner in Attio, and drops a tailored alert into Slack.
When to use it
Use it when speed matters more than completeness, you want reps following up within the hour on people who stayed to the end, asked a question, or answered every poll.
How it works
- 1The Zoom webinar.ended event triggers with the webinar ID.
- 2An action pulls the participant report including total minutes watched and Q&A activity.
- 3A logic step keeps only attendees above the hot threshold (e.g. 70%+ watch time plus at least one question).
- 4An action queries Attio to find each person's record and account owner.
- 5An output posts a per-rep Slack message naming the attendee, their score, and the question they asked.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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