ON24Webinar for Zoho CRM
ON24Webinar is an online meeting platform that facilitates virtual meetings and webcasts with your customers. With the ON24Webinar extension for Zoho CRM, you can synchronize all your webcast information from your ON24 account to Zoho CRM. The synchronized webcast details can be accessed in the Campaigns module, and their registrant/attendee details in the Contacts and Leads modules of Zoho CRM.
Installing the extension
You can install the ON24Webinar extension either from Zoho Marketplace or from within your Zoho CRM account as follows:
- Go to Setup > Marketplace > All. All the installed extensions will be listed.
Click All Extensions to view the extensions supported by your CRM edition. - Under All Extensions, browse for and click ON24Webinar.
The details about the extension will be available. - Click Install.
- Agree to the terms of service and click Install.
- Choose one of the following, then click Confirm:
- Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
The extension will be installed automatically for the specified users. - In the pop-up, enter the Client ID, Token Key and Token Secret.
The Client ID, Token Key and Token Secret can be obtained from your ON24 account, under API Dashboard. - Click Save.
Note:
- If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the ON24Webinar extension and click Configure.
Setting up synchronization
Once the extension is installed and configured, the web tab ON24Webinar will be created in your Zoho CRM. You can manage your sync settings within this web tab.
To set up synchronization
- Go to ON24Webinar web tab.
The setup page will open. - In Scheduled Sync, choose Yes or No.
- In Scheduled Occurence, choose Daily or Weekly.
- In CRM Module, choose Contacts or Leads.
- Click Sync.
After synchronization, all the synced details will be displayed on the dashboard.
View webcast details in Zoho CRM
In the ON24Webinar dashboard in Zoho CRM, all the webcast details synced from ON24 will be displayed. You can filter to show either the past webcasts or the upcoming webcasts in the table.
- Click View More in a webcast.
The details of that webcast will pop up. - Click View Campaign in CRM in a webcast.
You will be redirected to that webcast record in the Campaigns module. - Select a webcast and click Update to sync the webcast manually.
- The registrants/attendees will be added to separate records in the Contacts or Leads modules, based on your sync settings.
- The sync settings can be altered anytime in the Settings page.
Uninstalling the extension
To uninstall the extension:
- Go to Setup > Marketplace > All. All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in your CRM.
- Browse for ON24Webinar and click the corresponding Uninstall link.
- Click Ok to confirm and uninstall the extension.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Setting up Zoho Webinar Integration
Webinars help you generate quality leads and expand your reach globally. It is a live presentation where you can educate your participants about your product, answer questions or engage them with polls. You can also monitor the ROI for the webinar ...Zoho CRM for iPad - An Overview
Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, ...Zoho CRM Android app - An Overview
Managing your customers doesn't have to stop when you're away from the desk. The Zoho CRM app helps you take your business processes with you, whether you're at the office, traveling, or working from home. It brings your CRM experience to your ...Zoho CRM iOS app - An Overview
Managing your customers doesn't have to stop when you're away from your desk. Zoho CRM's iOS app helps you take your business processes with you, whether you're at the office, traveling, or working from home. It brings your CRM experience to iPhone ...Introduction to Zoho CRM
Zoho CRM helps you deliver exceptional customer experiences—without enterprise-sized bloat. This means you can connect with your customers easily, align your teams, automate busywork, streamline processes, gain insights, and leverage AI—all without ...
New to Zoho LandingPage?
Zoho LandingPage Resources