CRM setup & property mapping
CRM setup & property mapping
How do I integrate eWebinar with my CRM?
Send registrants from eWebinar into your CRM as leads so you may add them to the appropriate drip campaign or workflow.
How do I set up my CRM to support a basic sales funnel for my eWebinar?
How to complete the basic technical setup of a sales funnel with an eWebinar at its center by integrating with other products and events happening outside of eWebinar.
How do I map and send properties (registrant data) from eWebinar to my CRM to use in email drip campaigns and automate workflows?
Map built-in properties — like Join links, Replay links, and UTM source — and custom properties — like Poll answers — to individual contacts in your CRM for use in email campaigns and workflows
What are properties in eWebinar and what can I do with them?
Learn the basics of properties in eWebinar, including how to create custom properties, so you can get a better understanding of how to use them (i.e. send data from eWebinar to your CRM and more).
VIDEO: How do I troubleshoot/fix CRM integration errors when they occur?
This video walks through how to identify and troubleshoot integration errors that may occur when using integrations with eWebinar.