angelist com-email com-group-bubble-b com-mic com-phone doc-analytic-line-a doc-article doc-book doc-file-line doc-pie-a doc-wboard-line editorial-brush editorial-redo facebook funnel google-plus heart interface-arrow-left interface-arrow-right interface-bottom interface-cloud-download interface-cross interface-tick logo-linkedin logo-twitter media-glass-a media-image-d media-video question-mark snapchat soundcloud thunder tool-magnifier tool-ruler user-alt-check user-alt-plus user-search web-browser-b web-browser web-code web-traffic youtube

Last week we posted our first blog post on how to use Zapier to create marketing automation workflows for your webinars.

This week, I decided to publish a small experiment I did while playing around with Zapier.

If you are a spreadsheet nerd like me, you are probably going to like this.

Long story short, I created a very rough webinar dashboard inside a spreadsheet based on the data fetched via Zapier.

In this post, I’ll show you step-by-step how to achieve this.

Feel free to copy the spreadsheet and reuse it for your own webinars.

Let’s get to it.

How to Start Building a Webinar Dashboard in Google Sheets

As I said the easiest way to get started is to copy the spreadsheet. I won’t get too much into the formulas details, but I’ll give you a quick tour.

You have 4 sheets in the file:

What Metrics Should my Webinar Dashboard Display?

So far, I gathered a few very basics metrics:

You can add a lot more metrics like: the number of webinars per month (probably require a pivot table) or the best performing webinar based on the number of leads.

If you have a Google Analytics integration on your webinar registration page, you can fetch your pages data on Google Sheets with the GA extension.

And, BTW we wrote an email crash course recently in case you missed it, in which we mention how and what to monitor your webinar performance.

How To Set Up Your Zapier Triggers For Your Webinar Dashboard

To make this webinar dashboard you will need three zaps:

First, let’s set up a Zap with our trigger “when an attendee registers” to a webinar.

Now, we need to add a filter we because Livestorm is sending me timestamps and I need to format that date in order to reuse it in my dashboard.

Third step, let’s template the spreadsheet. Just paste the right data in the right columns. Remember, you can add as many columns as you want. The idea is to create a a very detailed log sheet of all your attendees.

Now your data is flowing from your webinars to your spreadsheet. All you need to do now is:

7 Other Apps You Can Use to Get The Most of Your Webinar Dashboard

There are several ways push this dashboard even further. Using Zapier, there are a bunch of apps that can push this webinar way beyond my very rough example.

1. Enrich your leads with Clearbit

I mentioned Clearbit in my previous post but what I forgot to tell you guys is that Clearbit has an official Zapier app!

So, basically, if you want to enrich your leads before sending them to your dashboard, all you have to do is add a step before the Google Sheet action. Then add Clearbit and choose “Find Person and Company information”.

2. Filter leads to evacuate existing profiles in your CRM

This can be helpful if you don’t want to add profiles that already exist in your user base.

The logic is simple:

4. Sync your CRM and your webinar dashboard every day

Sync your dashboard with your CRM by doing scheduled syncs every day after work between your CRM and your webinar dashboard spreadsheet.

This is pretty cool for two reasons:

First, create a Google Sheet trigger that will look for new updates on your leads sheet.

Now, you want to delay those updates by 12 hours so that you make sure to push everything when you’re done working on it.

5. Store your data in a DB for powerful SQL queries + beautiful webinar dashboards

This is really advanced, but let’s say you want to display your spreadsheet data on a TV screen with a cool dashboard. To do so, you a need a real DB in which you will be able to perform complex queries.

Fortunately, Zapier provides an integration with SQL databases, Postgres, MongoDB, and even Amazon DynamoDB.

From there you can add a step to create an item in your DB of choice.

6. Push your webinar dashboard updates to a webhook

Another trick if you want to push this data to another app, or an app that does not integrate with Zapier ( is a good example), is to use the app’s incoming webhook and push everything in there.

Perform a POST request to your webhook and send you webinars data in there.

7. Push to your marketing automation software and retarget your Lead

Last use case. Let’s use our webinar dashboard to retarget my leads in whatever channel.

I could use Zapier to retarget directly, but if you’re like me you know that Zapier can only handle a certain level of complexity.

So let’s just push the lead to your marketing automation software and create your own powerful retargeting process. Let’s just use Zapier to push your leads from one software to another (that is until we deploy our native integration ;))

Join our 500+ email list and get our best content

Get once a week our tips & tricks about webinars, lead generation and sales. We won't spam you.

Related posts

Share this post:
Discover Livestorm →