Zapier is a web-based service that allows you to connect different tools with each other. This way you can connect WebinarGeek with more than 6,000 other tools.
You can, for instance, when someone subscribes to your webinar, email all the subscription info to yourself (via Gmail), add it to a Google Spreadsheet (via Google Docs) or add it to your CRM system.
Many organizations offer integration with Zapier, to see which ones and to explore the other possibilities you can visit the Zapier website.
Prefer video? You can also watch our WebinarGeek webinar where we give you a quick demo on Zapier. We discuss integrations like Stripe, PayPal, and Gmail. Click here to register and watch this on demand webinar.
Requirements
To use the Zapier integration for WebinarGeek:
You need to have a Zapier account (available for free as well as paid).
You need to have a WebinarGeek subscription which includes marketing integrations.
Create a Zapier account
You can create a Zapier account on the Zapier website, sign up for a free account using the 'Get Started Free' button. You can also login to an existing Zapier account or select one of the paid subscriptions.
Connect Zapier with WebinarGeek
Zapier and WebinarGeek work together through the use of Zaps. Zaps are managed in Zapier and receive your data from WebinarGeek to send to another tool.
Log in to your Zapier account to establish the connection between WebinarGeek and Zapier.
Click on 'Make a Zap' to create a Zap.
Search in 'Search apps...' for the WebinarGeek app and select it.
Select the 'Trigger', which is the action that sends data to Zapier. You can choose between 'New Registration' and 'Webinar watched'. The first one will be activated when someone subscribes to your webinar, the second one when someone watches your webinar.
In the next step, click on 'Sign in to WebinarGeek', you will be asked to fill in an API key.
Now open your WebinarGeek account in another tab/window. Click on your name in the upper right corner and select 'Integrations'. Then choose Zapier and click to enable it. You can find your personal API key here. Copy and paste this into Zapier.
Please note! Requests to the API are rate limited. Paid subscriptions have an API limit 300 requests per minute, 5000 per hour or 25,000 per day. Free trials have an API limit of 10 requests per minute, 100 per hour or 500 per day.
The connection will now be established and you'll be able to use Zapier together with WebinarGeek. In the next section, we describe what you can do with this connection. Your account details will be saved in Zapier so that you don't have to fill them out next time you create a Zap.
Trouble setting up the connection? Ensure you meet the requirements as described above.
Connect your Zap with other tools
Now that you have established the connection between WebinarGeek and Zapier you can now start to configure your Zap and connect it with other tools.
After you have connected your account you can configure which webinars the Zap has to be triggered for in the 'New Registration' and 'Webinar watched' triggers. You can select all or one of your webinars.
When there is a registration for your selected webinar, you'll see in the next step the details of your latest registrations, allowing you to confirm everything works. You can also see which registration data is available for you to use.
The next step is to configure the 'Action' of your Zap, this is what will happen when the trigger is activated. You can select from more than 1,000 tools like Gmail, Trello, Marketo or Hubspot. You can map the fields from your registration to fields in other tools.
Example: add a new row in Google Spreadsheets after every new registration
You can also do the reverse, which is to use WebinarGeek as Action. This way you can subscribe someone to your webinar based on a trigger from another tool.
Please note! Events are not triggered instantly, but Zapier calls our API after which the event is triggered. How often Zapier calls our API depends on your Zapier plan.
Trigger: New registration
The 'New registration' trigger sends the data of new registrations to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for new registrations for a specific webinar or all your webinars.
It doesn't matter where registrations come from: registration page, embed, API, CSV import. In all cases, data is sent to Zapier.
The details which are available from someone who has registered, are:
First name, last name and email address.
The details from the extra registration fields you may have added to your webinar.
The date of registration and date of the broadcast someone subscribed to.
The title of your webinar.
The 'External ID' of your registration, in case you have filled this one out.
The unique ID of the registration within WebinarGeek.
All consent fields including labels.
The IP address of the user which subscribed.
Please note! All dates and times in Zapier are formatted in ISO 8601 format. You can use Zapier’s formatting tools to manipulate the dates and times. Find out how in this article from Zapier.
You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'. You will also see your latest registration in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: New viewer
The ‘New viewer’ trigger sends data of viewers from WebinarGeek to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for viewers of a specific webinar or all of your webinars.
This trigger works for live, automated and on demand webinars, but not replays.
For live and automated webinars, this event triggers at the end of the webinar. If you want a new viewer trigger that triggers after someone starts watching a live or automated webinar, please use the ‘New viewer started watching’ trigger.
For on demand webinars, this event triggers after someone stops watching.
The details which are available from someone who has viewed your webinar are the same as the fields you could use under 'New registration', however the added value of this trigger is that when this one triggers all watch information also becomes available. This includes calls to action and more. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: New live viewer
The ‘New live viewer’ trigger sends data of viewers from WebinarGeek to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for viewers of a specific webinar or all of your webinars.
This trigger works for live and automated webinars. It doesn't work for on demand webinars and replays.
This event triggers at the end of the webinar. If you want a new viewer trigger that triggers after someone starts watching a live or automated webinar, please use the ‘New viewer started watching’ trigger.
The details which are available from someone who has viewed your webinar are the same as the fields you could use under 'New registration', however the added value of this trigger is that when this one triggers all watch information also becomes available. This includes calls to action and more. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: New viewer started watching
The ‘New viewer started watching’ trigger sends data of viewers from WebinarGeek to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for viewers of a specific webinar or all your webinars.
This trigger works for live, automated, on demand webinars as well as replays and yesterday's replay.
This event triggers the moment someone starts watching.
Because it triggers after a new viewer starts watching, viewing time is not correctly forwarded to Zapier. Please use one of the other viewer triggers if you need correct viewing times.
The details which are available from someone who has viewed your webinar are the same as the fields you could use under 'New registration', however the added value of this trigger is that when this one triggers all watch information also becomes available. This includes calls to action and more. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: New replay viewer
The ‘New replay viewer’ trigger sends data of viewers from WebinarGeek to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for viewers of a specific webinar or all your webinars.
This trigger works for replays and yesterday's replay.
This event triggers after someone starts watching.
The details which are available from someone who has viewed your webinar are the same as the fields you could use under 'New registration', however the added value of this trigger is that when this one triggers all watch information also becomes available. This includes calls to action and more. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: No Show Live or Automated Webinar
The ‘No Show Live or Automated Webinar’ trigger sends data of viewers from WebinarGeek to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for viewers of a specific webinar or all your webinars.
This trigger works for live or automated webinars,. It doesn't work for on demand webinars or replays.
This event triggers when a live or automated webinar finishes and a subscriber hasn't watched it.
The details which are available from someone who has viewed your webinar are the same as the fields you could use under 'New registration'. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: New payment
The 'New payment' trigger sends data of all newly completed payments to other tools through Zapier.
Important to know for this trigger is that:
You can choose to run the trigger for new registrations for a specific webinar or all your webinars.
Only completed payments are included, so you can for instance generate an invoice in your bookkeeping system based on this trigger.
The details which are available from someone who has paid for your webinar are the same as the fields you could use under 'New registration', plus information about the payment such as payment date, amount and payment method. Useful if you wish to, for instance, generate an invoice. You can find a full overview of the fields in our API documentation under 'Subscription payments'.
You will also see your latest payment in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Trigger: Assessment passed
The trigger ‘Assessment passed’ sends data from a viewer to other tools through Zapier when they successfully pass an assessment. You could use this to automatically send emails, credit points or generate certificates for viewers passing your pre-defined requirements.
The information that is sent to Zapier is the same as the information sent with the trigger ‘New registration’. Keep in mind that viewing times might take some time to update after the webinar ends.
Tip! Do you want to create a certificate after an assessment? Follow the steps given here.
Trigger: Unsubscribed from webinar
The 'Unsubscribed from webinar' trigger sends data of all participants that have unsubscribed from your webinar to other tools through Zapier.
This includes viewing time, call to action and more. You can find a full overview of the fields in our API documentation under 'Retrieve a subscription'.
You will also see your latest viewer in Zapier as an example (if you have one), so you can use those fields to create your Zap. That makes it really easy!
Action: Subscribe to a single webinar
In addition to Triggers, you can also create Actions. Actions can be triggered by other apps. The action, “Subscribe to webinar,” can be triggered to automatically subscribe someone to your webinar.
How it’s Done:
The action subscribes someone to a specific broadcast. Depending on the webinar type, you need to:
Select the Webinar, a date and time ( Live or Automated Webinars only )
Or only select the webinar ( On Demand )
Mandatory Registration fields should always have a value, otherwise the action will fail. Email and a first name are always mandatory
Example: if you have added a mandatory field such as “company,” make sure to provide a value for that field.
The post-registration flow remains the same. A confirmation email will still be sent upon registration unless you disable it.
Subscribers from Zapier are labeled as “zapier” so that you can identify them separately from other registration sources.
Action: Subscribe to a Series of Webinars
This action can be triggered to automatically subscribe someone to all webinars in a series.
How it’s done:
Simply select the series title to assign the entire series to the action. Zapier lists all of your series, even if no broadcasts are scheduled.
You are also able to search for the webinar ID instead of the series title. You can find the Webinar ID in your account by clicking the '?' symbol next to the 'edit webinar' button. Look for the Webinar ID of the first webinar of your series.
For a series with multiple broadcasts per webinar, the subscriber will always be registered for the earliest broadcast of each webinar. This cannot be changed and you cannot exclude specific webinars or broadcasts.
Mandatory Registration fields should always have a value, otherwise the action will fail. Email and a first name are always mandatory
Example: if you have added a mandatory field such as “company,” make sure to provide a value for that field.
The post-registration flow remains the same. A confirmation email will still be sent upon registration unless you disable it. If you choose to send a confirmation email through WebinarGeek, subscribers will receive a single email with all the watch links for each of the webinars.
Subscribers from Zapier are labeled as “zapier” so that you can identify them separately from other registration sources.
Action: Subscribe to the first available broadcast date.
This workaround can be triggered to automatically subscribe someone to the next available time slot for a webinar. Basically you use the same steps as listed above.Except you chose to use a webinar that isn’t in a series.
How it’s done:
Simply select the series title to assign the entire series to the action. Zapier lists all of your series (in this case the single webinar), even if no broadcasts are scheduled.
You are also able to search for the webinar ID instead of the series title. You can find the Webinar ID in your account by clicking the '?' symbol next to the 'edit webinar' button. Look for the Webinar ID of the webinar.
Mandatory Registration fields should always have a value, otherwise the action will fail. Email and a first name are always mandatory
Example: if you have added a mandatory field such as “company,” make sure to provide a value for that field.
The post-registration flow remains the same. A confirmation email will still be sent upon registration unless you disable it. If you choose to send a confirmation email through WebinarGeek, subscribers will receive a single email with all the watch links for each of the webinars.
Subscribers from Zapier are labeled as “zapier” so that you can identify them separately from other registration sources.
Available fields for “Subscribe” Actions
The registration fields you can include are:
First name, surname and email address
Company name
Phone
Country
Time zone
External ID
Extra fields (with the same label as extra field)
Consent fields
Custom field (used to track the source of registration)
Make sure to always include the fields you have set to be mandatory.
Create a certificate
You can use Zapier to create a certificate for your webinar as soon as an assessment has passed. To do this you can use this Zap template.
Create a certificate in Google Slides with text variables to automatically show the participant's name, and use this presentation as a template for your certificates. You will be able to send the certificate as a PDF attachment in an email.
Please note! The assessment module works for live, automated and on demand webinars, but not for replays. Keep this in mind if you're using the Zapier template above, as it means you'll have to offer an on demand webinar instead of a replay.
Consultancy
Should you require our help or simply have a very complicated flow in mind you can always ask us about our consultancy services. This way you can make sure your Zapier integration with WebinarGeek works flawlessly.
Inspiration: Zap templates
Some Zap templates to get you started right away:
See more WebinarGeek integrations powered by Zapier.
Keywords: zaps, connecting, zoho, flow