ON24Webinar for Zoho CRM | Online Help | Zoho CRM

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:
  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Click All Extensions to view the extensions supported by your CRM edition.
  2. Under All Extensions, browse for and click ON24Webinar.
    The details about the extension will be available.
  3. Click Install.
  4. Agree to the terms of service and click Install.

  5. Choose one of the following, then click Confirm:
    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. 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.

  6. 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.

  7. Click Save.
Note:
  1. 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
  1. Go to ON24Webinar web tab.
    The setup page will open.

  2. In Scheduled Sync, choose Yes or No.
  3. In Scheduled Occurence, choose Daily or Weekly.
  4. In CRM Module, choose Contacts or Leads.
  5. 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.
  1. Click View More in a webcast.
    The details of that webcast will pop up.

  2. Click View Campaign in CRM in a webcast.
    You will be redirected to that webcast record in the Campaigns module.
  3. Select a webcast and click Update to sync the webcast manually.

  4. The registrants/attendees will be added to separate records in the Contacts or Leads modules, based on your sync settings.
  5. The sync settings can be altered anytime in the Settings page.

Uninstalling the extension

To uninstall the extension:
  1. 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.
  2. Browse for ON24Webinar and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        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.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • 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 ...
                                                                                                          • Managing Calendar in Zoho CRM

                                                                                                            Planning and scheduling is important when it comes to business meetings. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled meeting can complement your planning.Businesses attend meetings for various ...
                                                                                                          • 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 for iPhone - An Overview

                                                                                                            Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
                                                                                                          • Introduction to Zoho CRM

                                                                                                            What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources