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Leapforce
New Contributor

New viewer leaves credentials send to Insightly

I'm looking for a way to create a new lead in my CRM system called Insightly when somebody leaves his credentials before viewing a recorded webinar. 

 

I've looked at the usual automation software: Zapier, Automate.io, but they only provide this possibility when there is a new registrant, not necessarily a new viewer.

 

Anybody who can help me out?

3 REPLIES 3
AshC
LogMeIn Contributor

Re: New viewer leaves credentials send to Insightly

@Leapforce  Have you considered creating 'on-demand' type events that may be more compatible with our APIs / Insightly's lead entry system?

Leapforce
New Contributor

Re: New viewer leaves credentials send to Insightly

Hi @AshC ,

 

That would be a possibility. But that would mean that we can't do an actual live recording anymore. On Demand is only available with a recorded session.

 

Any other possibilities maybe?

AshC
LogMeIn Contributor

Re: New viewer leaves credentials send to Insightly

@Leapforce  You can certainly pull data from the webinar recording reports, but this isn't something we can automate in real-time.