CRM setup & property mapping
Step-by-step setup guides for connecting your CRM and mapping eWebinar contact properties to your CRM fields. Find step-by-step eWebinar help, setup.
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?
Properties in eWebinar are database fields that automatically capture and store registrant information like names, emails, poll responses, and behavior data. You can use properties to send data to CRMs, create conditional interactions based on responses, and pre-populate registration forms through URL parameters.
VIDEO: How do I troubleshoot/fix CRM integration errors when they occur?
Learn to troubleshoot and resolve CRM integration errors through this video guide that covers common issues and step-by-step solutions. The tutorial provides practical methods for diagnosing problems and implementing fixes when your CRM system encounters connectivity or data synchronization errors.