Slaesforce FAQ

how to sync gotowebinar with salesforce

by Corine D'Amore Published 2 years ago Updated 2 years ago
image

Step 1: Adding the Salesforce Pardot Connector

  • You first need to integrate GoToWebinar and Salesforce Pardot.
  • Go to Admin | Connectors and select Create New Connector after logging in to Salesforce Pardot.
  • In the Webinars area, click on GoToWebinar and input your GoToWebinar username.
  • Now, select a campaign. – If you wish to bring in records from the very start, you can...

Steps to Set up GoToWebinar Salesforce Integration via Pardot
  1. Step 1: Adding the Salesforce Pardot Connector.
  2. Step 2: Setting up Salesforce Campaign.
  3. Step 3: Set up Salesforce Pardot Forms and Landing Pages.
  4. Step 4: Update Records in Salesforce.
Sep 7, 2021

Full Answer

How to integrate GoToWebinar with Salesforce?

If you have multiple organizers in GoToWebinar, you need to create one connector per organizer. Each connector will only see the webinars originally created by its designated user, but not the ones where that user is a co-organizer. Set up your Salesforce Campaign to prepare your webinar to sync with Salesforce.

How do I integrate 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. Optionally, you can choose to create prospects in Pardot if they don’t already exist. Choose a campaign.

What's new in gotoconnect for Salesforce?

· Call Disposition – Indicate call disposition in GoToConnect and have it sync automatically with Salesforce. · One Click Call Back – Quickly reconnect with customers in just one click. · Do Not Call Field – Avoid spamming customers.

How do I pull historical webinars into Salesforce?

Optionally, you can choose to pull historical webinars into Salesforce if you want to bring in records from before launching the connector. Click Verify Now to authorize your GoToWebinar account once the connector is saved. Beware! In 2020, Pardot deployed changes to the connector that changed its behavior.

See more

image

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.

What can the GoToWebinar connector do?

Connector Details The Pardot GoToWebinar connector integrates with GoToWebinar (not GoToMeeting or GoToAssist). The connector syncs Standard, Webcast, and Recorded webinar types. The type appears for GoToMeeting webinars in reports and webinar detail pages. Recurring webinars aren't supported.

Can I use GoToMeeting for webinars?

GoTo Webinar hosts over 2.8M events a year GoTo Webinar has allowed our organization to produce more high-quality webinars for our members during this time when face-to-face meetings are not an option.

Is GoToWebinar free?

Sign up for a free trial of GoTo Webinar and enjoy access to all of our top-notch features. We will notify you before your trial expires, and you can decide to subscribe to a paid plan or let your trial expire.

Does Gotowebinar integration with Salesforce?

GoTo Webinar + Salesforce Integrations Zapier lets you send info between GoTo Webinar and Salesforce automatically—no code required. Triggers when a registrant completes a webinar. At that point, they are considered an attendee. automatically do this!

Does ON24 integrate with pardot?

ON24 provides a light integration to Pardot, via Tibco Scribe, which allows you to pull live registration and attendance data into Pardot dynamic lists. You need to engage with ON24 support to get the Scribe integration set up. You can also register people for ON24 webinars via Pardot landing pages.

What is the difference between GoToMeeting and GoToWebinar?

GoToMeeting works as a type of online chatroom for group discussions and interaction, whereas GoToWebinar provides a speaker/audience format perfect for presentations and seminar types of gatherings.

How do I run a webinar on GoToWebinar?

A new web browser page will launch and direct you your GoToWebinar account. Click Start next to the session you wish to begin. The GoToWebinar desktop app will automatically launch you into session. When you're ready to start the webinar broadcast with attendees, click Start broadcast.

How do I host a webinar on GoToWebinar?

If you're ready to begin, follow these steps to schedule your first online event in GoTo Webinar.Sign in to GoTo Webinar. ... Click the Schedule a Webinar button.Specify the details of your webinar. ... Click Schedule when you're finished.More items...

How many attendees can join a GoToWebinar?

1000 participantsGoToMeeting only supports 26 people (including you) to attend. If you think you might have more than 26 folks, you'll need to use GoToWebinar, which supports up to 1000 participants.

Is GoToMeeting better than Zoom?

Top-notch reliability and performance. GoToMeeting outperforms Zoom with industry-leading uptimes of 99.995% – and almost 90% less outages and issues during the COVID crisis. We're there when you need us.

How good is GoToWebinar?

The Verdict of Our GoToWebinar Review: GoToWebinar is a simple and easy to use virtual technology platform and a good choice for hosting webinars. They're great for seminars, presentations and virtual conferences with up to 1,000 participants at a single event.

Create your own Integration

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

Run Workflows

Connect GoToWebinar and Salesforce 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.

Step 1: Add the Connector

Before setting up your connector, be sure to read through considerations provided by Salesforce (familiarize yourself with sync time, especially).

Step 2: Set up your Salesforce Campaign

Set up your Salesforce Campaign to prepare your webinar to sync with Salesforce.

Step 3: Set up your Pardot form, landing page, and lists

Switch apps to Pardot via the App Launcher. Create a form for your webinar landing page and be sure to include the completion action (or Page Actions if you use forms for more than one landing page): Register for Webinar — [choose from the list of webinars that now populate from your GoToWebinar account].

Step 4: Update your records

Following the webinar, log into Salesforce, navigate to the Pardot app (via the App Launcher), and go to Automations → Automation Rules.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9