Sending leads to your CRM
Get webinar leads into HubSpot, Salesforce or any other CRM with webhooks or a CSV export, and what sales gets for each lead.
On this page
Webinaric doesn't connect to a CRM directly. You have two ways to get leads into it. Webhooks push each lead to your systems as it happens. The CSV export from Leads gives you a file to import whenever you like.
Option 1: Webhooks
A webhook sends signed JSON to a URL you choose whenever something happens in a webinar. Point it at your own backend, or at Zapier or another automation tool that accepts incoming webhooks and can write to your CRM.
Useful events for lead sync:
| Event | When it fires | Use it to |
|---|---|---|
lead.captured | An attendee's email becomes known, from the lobby form or given in the chat | Create or update the contact. This is the usual CRM trigger. |
registration.scheduled | Someone registers for a scheduled time, or moves to another time | Create the contact before the session, with the time they picked |
registration.created | Someone joins from the lobby | Log the join with its campaign attribution |
session.finished / session.abandoned | A session ends or everyone leaves | Update engagement: time watched, slides seen, offers seen, questions |
question.asked / question.answered | An attendee asks a question, or it gets an answer | Add the question to the contact's timeline |
link.clicked | An attendee clicks an offer or chat link | Flag buying intent |
conversion.recorded | A purchase or booking is reported | Close the loop on revenue |
lead.captured carries the lead's score from 0 to 100 and its tier: hot, warm or cold. Registration events carry attribution with the referrer, UTM parameters and ad click IDs.
To set one up, open Settings → Webhooks and click New webhook. Only owners and admins can create webhooks. Full details, payloads and signature checks are in Webhooks.
Option 2: CSV export
Open Leads, set the range and filters you want, and click Export CSV. The file contains the rows the table shows. With With email selected, that's only leads with an email address. With a campaign selected, it's only leads from that campaign.
The CSV has these columns:
| Column | Contents |
|---|---|
| Name, Email | As given in the lobby or chat |
| Unsubscribed | When the lead unsubscribed from follow-up emails, if they did |
| Score, Tier | Engagement score (0–100) and hot, warm or cold |
| Lifetime | The lead's lifetime score across all their sessions |
| Breadth, Passive, Active | The three signals behind the score |
| Sessions, Webinars | How many sessions they joined, across how many webinars |
| Engaged seconds | Total time in sessions |
| Questions asked, Chat messages | How much they took part |
| First source, First medium, First campaign | First-touch attribution |
| Last source, Last medium, Last campaign | Last-touch attribution |
| Registration, Registered for | The status and start time of a scheduled-time registration |
| Country, Device | Where they joined from |
| First seen, Last seen | Their first and latest activity |
Questions and poll answers aren't in the CSV. Use the lead's page, or the question.* webhook events.
What sales gets for each lead
Each lead's page in Leads gives sales the context for a follow-up:
- Score and tier, with the Signals behind them (breadth, passive and active), Engaged time and Last seen.
- Attribution & conversions: first and last touch campaigns, and any purchases or bookings.
- Scheduled times they registered for, and whether they attended.
- Sessions: every session they joined, with engaged time.
- Questions asked: what they asked, in their own words.
See Leads and lead scoring for how scores are calculated.