Transformez vos webinaires en opérations automatisées

Transformez vos webinaires en opérations automatisées



Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment.
L’automatisation des workflows est désormais disponible dans Zoho Webinar, pour simplifier la gestion de vos webinaires avant, pendant et après chaque session.
Démonstrations produits, formations ou événements virtuels d’envergure : automatisez les tâches répétitives et laissez vos équipes se concentrer sur l’essentiel pour proposer des expériences webinaires mémorables.

Automatisez chaque étape de vos webinaires avec Workflow Automation

Avec Workflow Automation dans Zoho Webinar, vous pouvez définir à l’avance ce qui doit se passer lorsqu’un événement survient, sans intervention manuelle à chaque fois.
Le principe est simple : choisissez un déclencheur, ajoutez des conditions si nécessaire, puis définissez l’action à exécuter, immédiatement ou selon le calendrier de votre choix.

La mise en place se fait en quatre étapes :

  1. Nommez votre workflow - Donnez-lui un titre et une description pour l’identifier facilement.
  2. Choisissez un déclencheur - Sélectionnez l’événement qui lancera automatiquement le workflow.
  3. Ajoutez une condition - Filtrez les enregistrements concernés pour appliquer votre workflow uniquement lorsque cela est pertinent.
  4. Définissez une action - Lancez un webhook ou exécutez une fonction Deluge personnalisée.

Du premier clic au suivi : automatisez tout le cycle du webinaire

L’automatisation ne s’arrête pas à l’inscription ou au début de la session. Elle accompagne votre webinaire avant, pendant et après le direct, grâce à des déclencheurs couvrant cinq modules clés :
  1. Webinaire : automatisez les actions lors de la création, de la modification, de l’annulation, du démarrage ou de la fin d’un webinaire.
  2. Inscription : déclenchez automatiquement des actions dès qu’une nouvelle personne s’inscrit.
  3. Participants : réagissez dès qu’un participant rejoint la session ou en est retiré.
  4. Enregistrement : automatisez vos processus lorsqu’un enregistrement est disponible, qu’une transcription est générée ou qu’un résumé est ajouté.
  5. Engagement : agissez automatiquement dès que les participants répondent à un sondage pendant la session.
Chaque étape de votre webinaire devient ainsi une opportunité d’automatiser l’action suivante.

Une automatisation pensée pour toutes vos équipes

L’automatisation des workflows dans Zoho Webinar s’adresse à toutes les équipes qui organisent régulièrement des webinaires et souhaitent réduire le temps consacré aux tâches manuelles qui les entourent.
  1. Marketing : automatisez les relances, synchronisez les leads avec votre CRM et assurez un suivi immédiat après chaque session.
  2. Customer Success & Formation : envoyez automatiquement les enregistrements et les transcriptions, et déclenchez des parcours d’onboarding adaptés en fonction de la participation de chacun.
  3. Ventes : transformez chaque inscription en opportunité. Créez automatiquement des tâches ou des deals dans votre CRM et personnalisez vos suivis selon l’engagement des participants.
  4. RH & L&D : simplifiez la gestion de vos formations internes grâce aux notifications automatiques et au transfert des transcriptions vers votre LMS ou votre base de connaissances.
  5. Événementiel : organisez plusieurs sessions sans multiplier les tâches manuelles. Configurez vos workflows une seule fois et réutilisez-les pour tous vos événements.

Cas d'utilisation : ce que vous pouvez automatiser

Avec Workflow Automation, vos webinaires peuvent déclencher automatiquement des actions dans vos autres outils. Voici quelques exemples.
  1. Une inscription ? Votre CRM est immédiatement à jour - un prospect vient de s’inscrire à votre webinaire ? Dès son inscription, un webhook peut transmettre automatiquement ses informations à votre CRM — Zoho CRM, HubSpot, Salesforce, etc. — pour créer ou mettre à jour sa fiche. Résultat : vos commerciaux disposent immédiatement des informations sur les nouveaux leads, sans aucune action manuelle.
  2. Un participant rejoint la session ? Prévenez votre équipe sur Slack - Vous souhaitez savoir en temps réel qui rejoint votre webinaire ? Configurez un webhook pour envoyer automatiquement une notification dans un canal Slack dès qu’un participant arrive. Plus besoin de surveiller votre tableau de bord. L’information vient directement à vous.
  3. Actions instantanées ou planifiées : choisissez le bon moment - Toutes les automatisations ne doivent pas se déclencher au même moment. Zoho Webinar vous permet donc de choisir entre deux types d’actions.
    1. Actions instantanées - Déclenchées immédiatement lorsque les conditions sont remplies, elles sont parfaites pour les notifications en temps réel, les synchronisations CRM et les actions à effectuer au début ou à la fin d’un webinaire.
    2. Actions planifiées - Exécutées après un délai défini, elles sont idéales pour les rappels, les suivis et les campagnes de réengagement.
    3. Et vous pouvez aller encore plus loin - un seul workflow peut enchaîner plusieurs actions planifiées. Par exemple : rappel 1 heure avant → suivi 24 heures après → relance 7 jours plus tard.
  4. Connectez vos outils avec les webhooks - Besoin de connecter Zoho Webinar à un outil externe ? Les webhooks vous permettent d’envoyer des requêtes HTTPS POST ou PUT vers pratiquement n’importe quelle URL. Slack, Zapier, plateformes marketing, systèmes de billetterie ou API internes : si votre outil accepte les requêtes web, votre workflow peut communiquer avec lui.
  5. Besoin d’aller plus loin ? Utilisez les Custom Functions - Les webhooks connectent vos outils. Les Custom Functions vous permettent de personnaliser vos processus. Grâce à Deluge, le langage de script de Zoho, vous pouvez manipuler des données, mettre à jour des enregistrements dans vos applications Zoho, effectuer des calculs ou interagir avec des API externes.
Et si aucune fonction existante ne correspond à votre besoin, vous pouvez écrire votre propre fonction directement dans l’éditeur de code intégré. Workflow Automation vous offre ainsi le meilleur des deux mondes : la simplicité du no-code et la flexibilité nécessaire pour répondre aux besoins plus avancés.

En résumé : Moins d’administration. Plus d’impact

Un webinaire ne devrait pas nécessiter une longue liste de tâches administratives pour fonctionner efficacement. Avec Workflow Automation, les actions qui suivent vos inscriptions, vos sessions et vos participants peuvent s’exécuter automatiquement. Chaque interaction devient une opportunité d’enchaîner la bonne action au bon moment. Votre équipe gagne du temps, vos prospects bénéficient d’un suivi plus réactif et vos participants profitent d’une expérience plus professionnelle. C’est ainsi que les webinaires passent d’un simple événement ponctuel à un canal de croissance structuré et scalable.

Automatisez votre premier workflow

Workflow Automation est disponible dès maintenant dans Zoho Webinar.
Accédez à Paramètres → Automatisation → Workflows et créez votre premier workflow en quelques minutes.
La configuration est guidée et l’interface visuelle vous permet de mettre votre première automatisation en place en moins de 10 minutes. Automatisez les tâches. Accélérez vos suivis. Faites de chaque webinaire une opportunité de croissance.
Pour en savoir plus, consultez notre documentation d’aide ou contactez-nous à support@eu.zohowebinar.com.

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