MARKETING
Flag highly engaged webinar attendees and hand them to sales
Scores each Zoom webinar attendee on watch time and poll/Q&A participation, and for those above a threshold creates a HubSpot deal, assigns an owner.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom webinar endsZoom
- ActionPull per-attendee engagement metricsZoom
- LogicScore and filter to hot attendees
- ActionCreate/update deal and assign ownerHubSpot
- OutputAlert sales channel in SlackSlack
What it does
Not every attendee is sales-ready. This flow reads Zoom engagement data (minutes watched, questions asked, poll answers) for each attendee, computes an engagement score, and for anyone above your cutoff it creates or updates a HubSpot deal, assigns it to a rep, and posts an alert in Slack with the attendee's name and engagement summary.
When to use it
Use it for demo or bottom-of-funnel webinars where a subset of attendees are buying signals worth a fast human touch. It catches the people who watched the whole session and asked questions before they go cold.
How it works
- 1Zoom emits a webinar.ended event.
- 2The flow pulls per-attendee engagement metrics from Zoom.
- 3A logic step scores each attendee and keeps only those above the threshold.
- 4For each hot attendee, HubSpot creates or updates a deal and sets the owner.
- 5Slack posts a same-day alert to the sales channel with the engagement summary.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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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