Before you can set up the Salesforce integration with eWebinar, you must start the 5-day free trial to the Salesforce Integration add-on, which you can do from the Subscription page.
Once that is done, take the following steps to set up the integration:
- Log in to eWebinar and go to the Integrations page.
- Click Salesforce under Available integrations.
NOTE: A modal window will open with instructions to follow (shown below).
- Click Sign in to Salesforce under Account credentials and log in with your Salesforce credentials. This will connect your eWebinar and Salesforce accounts.
NOTE: eWebinar connects to your production Salesforce org by default. To try the integration in a sandbox first, flip the switch on the right of the Account credentials header to Sandbox before you sign in (see below). - Once your accounts are connected, under Settings, choose whether you would like new eWebinar registrants in eWebinar to be sent to Salesforce as Leads or Contacts.
- Then, choose whether you would like registrant actions in eWebinar to be recorded as Events or Campaign Members in Salesforce.
- Finally, select a Subject from the drop-down for Events or a Campaign for Campaign Members, respectively. And that's it!
Once the integration has been set up, a Lead or Contact (as specified) will be created automatically in Salesforce whenever someone registers for one of your eWebinars in eWebinar and certain core data, such as Name and Email Address, will be populated to that Lead or Contact.
Test the integration in a Salesforce sandbox first
Connecting adds eWebinar's fields to your Salesforce org, and every test registration creates a real Lead or Contact. If you'd rather try everything out before it touches production, connect a Salesforce sandbox first:
- Open the Salesforce integration and, on the right of the Account credentials header, flip the switch from Production to Sandbox.
- Click Sign in to Salesforce and log in with your sandbox username (usually your normal username with the sandbox name added to the end, like name@acme.com.sandboxname).
- Set up your settings, trigger and field mappings as usual, and register for a webinar to check what arrives in your sandbox.
Pick the org before you sign in. If you close the integration window before signing in, the switch goes back to Production. Once you're signed in, the switch is locked to the org you signed in to.
Move from the sandbox to production
- Under Account credentials, click Sign out next to Successfully signed in as, then confirm. Signing out disconnects the integration, so nothing is sent to Salesforce until you sign in again.
- Flip the switch to Production.
- Click Sign in to Salesforce and log in with your production credentials.
- If you record registrant actions as Campaign Members, select your Campaign again, because campaigns are different in each Salesforce org.
Your other settings and field mappings stay as they are when you sign out and back in.
NOTE: If Salesforce won't let you sign in to an org, ask your Salesforce admin to allow the eWebinar connected app in that org. If your sandbox is refreshed, you may need to sign in to it again.
How do I map and send properties (registrant data) from eWebinar to my CRM?