how to integrate webinars with salesforce

Manually sync Zoom Webinars to Salesforce

• In Salesforce, click the Zoom Webinars tab.
• Select the webinar you want to sync.
• In the top-right corner, click the dropdown and select Sync Webinar from Zoom.us.

Full Answer

Why integrate Zoom webinars with Salesforce?

Integrating Zoom Webinars and Salesforce allows you to have your webinar data in one central location. This makes it easy to effectively analyze the data, giving you deeper insights into your audience. What webinars have they attended?

What are the considerations for calendars created from a Salesforce object?

Considerations for Calendars Created from a Salesforce Object in... Use Calendars to Track and Visualize Dates in Salesforce Objects in... Criteria for Automatically Accepting Related Records from a... Activity Reminders and Notifications in Salesforce Lightning... What Are the Differences Between Activity Timeline and Activity...

What's new in Salesforce for Microsoft Teams?

Add Salesforce Records as Custom Tabs in Microsoft Teams Channels... Enable User Control of Email Notifications for Tasks in Salesforce... Enable Recurring Tasks in Lightning Experience and the Salesforce... Supported File Types for Lightning Email Attachments in Packaging... Social Accounts, Contacts, and Leads: What’s Different or Not...

How to import attendee data from Zoom to Salesforce?

This requires you to move data from Zoom into Salesforce manually. Start by exporting attendee data from Zoom and then import it into Salesforce, preferably using the data loader. The data loader for Salesforce will make your work easier as it has a bulk import feature that eliminates the need to input the data one by one.

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What webinar platforms integrate with Salesforce?

Best Webinar Apps Integrated with Salesforce Sales CloudWebinarGeek. 4.7. (186) The most complete webinar platform. ... SpotMe. 4.5. (11) ... GoTo Meeting. 4.5. (9.7K) ... FLOOR. 4.6. (51) ... Leadspace. (0) Take back control of your sales and marketing data. ... Zoom Meetings. 4.6. (12.1K) ... Join.Me. 4.3. (1.4K) ... Livestorm. 4.7. (365)More items...

How does GoToWebinar integrate with Salesforce?

Steps to Set up GoToWebinar Salesforce Integration via PardotStep 1: Adding the Salesforce Pardot Connector.Step 2: Setting up Salesforce Campaign.Step 3: Set up Salesforce Pardot Forms and Landing Pages.Step 4: Update Records in Salesforce.

How do I register a webinar in Salesforce?

1-800-720-0371 Register to join our upcoming live webinars, or listen to on-demand webinars at any time. Whatever your business needs, you'll find a wealth of knowledge and business insights.

What is the best tool for webinars?

What Are the Best Webinar Software Platforms?Demio. Best overall webinar software. ... Livestorm. Best webinar software with a free plan. ... WebinarJam. Best webinar software for sales. ... GetResponse. Best email marketing platform with webinar functionalities. ... EverWebinar. ... Zoho Meeting. ... ClickMeeting. ... GoToWebinar.More items...

How do I link my GoToWebinar and pardot?

Connect GoToWebinar with Pardot:Log in to Pardot. Navigate to: Admin → Connectors, then click Create New Connector.Next, click GoToWebinar in the webinars section and enter your username for GoToWebinar. ... Choose a campaign. ... Click Verify Now to authorize your GoToWebinar account once the connector is saved.

Are Salesforce webinars free?

Access our free on-demand webinars.

What is dreamforce all about?

What is Dreamforce? Dreamforce is one of the biggest tech conferences in the world. It is Salesforce's massive event with over 170,000 attendees completely occupying San Francisco over a 4-day period in the 2nd half of every year.

What is Service Cloud Salesforce?

Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals.

What is webinar integration?

Webinar integrations Software integrations connect different tools to create one unified system. Integrations are useful for consolidating data. For webinars, integrations to webinar software make it possible to use a variety of tools for purposes like events management, marketing, advertising and CRM tools.

How do you automate a webinar?

How do you create an automated webinar?Step 1: Choose an automated webinar platform. ... Step 2: Plan your webinar script. ... Step 3: Record your webinar presentation. ... Step 4: Customize your automated webinar (in your software of choice) ... Step 5: Publish and market your webinar.

How do I create a webinar platform?

How to create and host a webinarChoose your webinar topic. Make sure the topic will inform and motivate attendees. ... Choose a date and time. ... Customize your branding. ... Create a hashtag for your webinar. ... Send out your webinar invitations. ... Build webinar content. ... Do a practice run. ... Host your webinar.More items...

What is the solution for tracking marketing activities like webinars?

When researching the documentation ( always read the docs ), it says that the solution for tracking marketing activities like webinars is to use the Campaigns features: Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral.

What is Salesforce event?

Salesforce Events are used to block one-off events that have a duration (unlike tasks). This looks more like our need for webinars, and often Salesforce users use it to log meetings and conference calls.

Introduction to GoToWebinar

A Webinar is an online seminar platform where presentations and discussions take place in real-time from any location on the planet.

Introduction to Salesforce

Salesforce is a Customer Relationship Management (CRM) software that connects businesses and their customers. It’s an integrated CRM platform that provides a single, shared view of each customer to all of your company’s departments. Companies had to host their CRM solutions on their servers before Salesforce.

Steps to Set up GoToWebinar Salesforce Integration via Pardot

Customizing your GoToWebinar Salesforce Integration is simple, quick, and painless. It’s straightforward to alter critical steps in your workflow with GoToWebinar Salesforce Integration in place. GoToWebinar Salesforce Integration allows you to communicate client data back and forth between the three apps.

Key Benefits of GoToWebinar Salesforce Integration

Sync’d Data: You can easily integrate GoToWebinar with your CRM, Marketing tools, and other programs to keep Customer Communications current. Bring additional visibility across the organization automatically so that each team is aware of the status of pertinent issues.

Conclusion

This article demonstrated how you can set up GoToWebinar Salesforce Integration and why there is a need of integrating your Webinar application with a CRM tool so that you can take a holistic approach to meet your customers’ needs.

5 Tips to Go from Idea to App Fast

Register to join our upcoming live webinars, or listen to on-demand webinars at any time. Whatever your business needs, you'll find a wealth of knowledge and business insights.

Upcoming and On-Demand Webinars

Featured Speakers: Jay Hurst, VP Product Management, Salesforce Srini Nirmalgandhi, Director Product Marketing, Salesforce Salesforce and AWS are making it ...

Associating a Webinar with a Salesforce Campaign

Use Act-On to sync Webinar registrants to Salesforce Campaigns. Setup will vary based on the webinar integration you are using. Read below for instructions to sync Webinar contacts for WebEx, GotoWebinar, and Zoom.

Zoom Webinars

To sync Zoom Webinar registrants with Salesforce, users have several options:

What is Salesforce Zoom Sync?

The Salesforce Zoom Sync is a Zoom product and comes in handy during campaigns. Zoom Sync integrates Zoom and Salesforce and ensures that every webinar created on Zoom is automatically created in Salesforce. It is free but can take a while to set it up correctly.

What integration tools can I use to manage attendees?

You could use integration tools like Zapier and Workato that can help you configure workflows and manage attendees. Zapier is relatively easy to configure and can perform a basic integration well. They have a free plan, but you will have to subscribe to a paid plan to access the custom integration feature.

How many people can be in a super spreader event?

Any gathering of more than 3-4 people can be a potential super spreader event, as evident in a couple of events during the start of the pandemic.

Create your own Integration

Connect Salesforce and WebinarJam the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect Salesforce and WebinarJam with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.