Slaesforce FAQ

how to sync webinar attendee act-on salesforce gotowebinar

by Arthur Gottlieb III Published 2 years ago Updated 2 years ago

Act-On will automatically sync with GoToWebinar every hour after the event, for up to 48 hours, to pull in attendance data as soon as GoToWebinar makes it available. This information is typically available within 24 hours. You can also manually sync with GoToWebinar at any time by clicking on the Sync button at the top of the webinar dashboard.

Sync registrants and attendees between both systems.
...
Set Up The GoToWebinar Connector
  1. Click on Settings, and click on Connectors.
  2. Click Webinars > GoToWebinar from the left-hand navigation bar.
  3. Click Connect.
  4. Enter your GoToWebinar username and password in the dialog box and click Login.

Full Answer

What is GoToWebinar and how does it work?

GoToWebinar gives you the convenience of scheduling and managing your webinars from lots of different places. Learn more about your options below! How do I schedule a webinar from the web?

How to integrate GoToWebinar with Pardot?

• In Pardot, select Admin and then Connectors. • In the Lightning app, select Pardot Settings, and then Connectors. 2. Click + Create New Connector. 3. In the Webinars section, click GoToWebinar.

How do I set up a GoToWebinar connector?

• In the Lightning app, select Pardot Settings, and then Connectors. 2. Click + Create New Connector. 3. In the Webinars section, click GoToWebinar.

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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 join a webinar link?

How to manually join a webinarSign in to the Zoom desktop client or mobile app. ... Click or tap Join.Enter the webinar ID, and click Join or tap Join Meeting.If prompted, enter your name and email address, then click Join Webinar or tap Join.

How do I join a pardot to a webinar?

How To InstallOpen the Connectors page. • ... Click + Create New Connector.In the Webinars section, click GoTo Webinar.Enter your GoTo Webinar username. ... (Optional) Deselect Create prospects in Pardot if they don't exist.Select a campaign.Click Create Connector.After the connector saves, click Verify Now.

How do I join a webinar on GoTo Webinar?

How to Join a WebinarRegister. Register for the webinar by clicking on the link in the email invite. ... Join. At the time of the webinar, click the join link in the confirmation email or your calendar invite. ... Watch. If you arrive before the organizer, you'll see a window confirming that you successfully connected.

How do I host a webinar on GoTo Webinar?

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...

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.

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.

How do you integrate zoom with Pardot?

Assign the Pardot lists to a Zoom Webinars Enable Registration Required. Once Registration has been enabled, click Save. On the webinar details page, click More. Next to Generate Prospects in Pardot via Lists, click Configure.

Overall Process Steps

Note: These steps are described in more detail in the subsequent sections.

Add A Webinar Program to a GoToWebinar Event

Log in to your GoToWebinar account and schedule a new webinar as usual.

Webinar Event Settings

Click Create Default Form to set up a registration form. This will automatically create an Act-On form containing all of the standard and custom fields defined in your webinar.

Reporting

After your event, click the Reports link at the top of the webinar dashboard to access the following information:

Syncing Data Between Citrix GoToWebinar and Your CRM

Act-On pushes registration data to Salesforce, SugarCRM, Microsoft Dynamics, InforCRM, and NetSuite when the registration form within Act-On is set to update the CRM.

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?

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Create your own Integration

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

Run Workflows

Connect GoToWebinar and Salesforce Marketing Cloud 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.

5 Tips to Go from Idea to App Fast

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Upcoming and On-Demand Webinars

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