MARKETING
Distribute Webinar Recap and Sync Leads to CRM
On approval, publishes the webinar recap to social channels, emails the full registrant list the replay and resources.
How it runs
The automated pipeline, trigger to output.
- TriggerCoda recap row marked ApprovedCoda
- ActionPublish recap promo to social channelsSocial publishing
- ActionEmail replay and resources to all registrantsGmail
- LogicScore registrants by attendance and clicks
- OutputSync engaged leads to HubSpot for salesHubSpot
What it does
When a webinar recap is marked approved in Coda, this workflow distributes it everywhere at once: it posts the promo to your social channels, emails every registrant the replay link and resource pack, and syncs attendance and engagement signals into HubSpot so sales can act on warm leads.
When to use it
Use it as the final stage after a recap is reviewed. It collapses the manual scramble of cross-posting, sending the broadcast, and hand-updating the CRM into one approval-driven run.
How it works
1. A Coda row status changing to Approved triggers the workflow. 2. The recap promo is published across your connected social platforms. 3. Gmail emails the full registrant roster the replay link and downloadable resources. 4. A logic step scores each registrant by attendance and link clicks to flag sales-ready contacts. 5. The records and engagement scores are written to HubSpot for sales follow-up. One approval fans the recap out to social, email, and the CRM, so no warm lead slips through the cracks after the event.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect Social publishingCross-post to X, LinkedIn, Instagram, TikTok, and 4 more in one call.
- 3Connect GmailRead, draft, send, label.
- 4Connect HubSpotCRM, deals, marketing, support.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
Creator
Social Manager
Draft, approve, schedule, and measure social posts across 8 channels.
Creator
Social Media Brand House
Run a multi-channel brand presence end to end — plan, draft, approve, publish, measure.
Operations
Event Series Operator
Run a recurring event series — promote, sell tickets, fill seats, follow up.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.