GoToWebinar Extension - Online Help - Zoho CRM

GoToWebinar

The GoToWebinar extension eases the process of managing attendees and tracking registrations, and saves you time by importing the registrants' and attendees' details into Zoho CRM automatically..

Install the extension

You can install the GoTo Webinar extension either from Zoho Marketplace or from Zoho CRM.

To install the extension
  1. Go to Setup > Marketplace > All
    Click All Extensions and you can view all the extensions supported by your CRM edition.
  2. Under All Extensions, browse and click Go To Webinar. The details about the extension will be available.
  3. Click Install.
  4. Check the Terms of service and click Install.

  5. Choose one of the following and click Confirm.
    • Install for admins only - The extension will be installed in CRM for only the users with the administrator profile.
    • Install for all users - The extension will be installed in CRM for all the 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.
  6. Click Authorize.



  7. In the popup, enter your GoToWebinar credentials, and click Sign in.

Schedule a webinar

Once the extension has been installed and activated, you can schedule a webinar from within Zoho CRM using the Schedule Webinar button that appears inside any record in the Contact, Lead, or Account modules.

To schedule a webinar
  1. Choose a record in the AccountsContacts, or Leads modules to open the record's details page.
  2. Click the Schedule Webinar button.



  3. Enter the following webinar details:
    • Provide the Webinar Subject.
    • Select your Start Date from the dropdown calendar.
    • Add an optional Description for your webinar.
    • Choose the Start Time and time zone.
    • Choose a Duration from the dropdown list.
    • Add Participants from your Contacts and Leads. You can also enter participants' email addresses manually.
  4. Click Schedule Webinar and you will see a summary of the webinar details, including the webinar ID and the registration URL.



  5. Click Close.
  6. An email containing the webinar details (including the Webinar ID and the registration URL) will be sent to the organizer and the specified participants.
  7. An event will be created for the webinar in the Activity module of Zoho CRM.

Manage webinars

To manage webinars
  1. To see all the webinars you have scheduled, select the GoToWebinar webtab.



  2. You can see all the webinars you have scheduled. By default, the webinars scheduled for the next seven days will be listed. You can, however, filter the list for a different time span by clicking the drop down in the top right corner of the window.




  3. To see the number of registrants, the registration URL, date and time of the webinar, and the webinar key of a particular webinar, click View More.



  4. To synchronize your webinars list with Zoho CRM, click Sync Settings in the top right corner of the window.
  5. When Enable Scheduled Sync is selected for the first time, all existing webinars and their corresponding data will be synced to the Zoho CRM Campaigns module. After the first sync, you can choose to automatically sync either daily or weekly.

Map webinars to Zoho CRM

  1. To manually sync data from GoToWebinar to the Campaigns module, click Map Webinar to Zoho CRM.



  2. In the Campaigns module, click any Campaign Name to see details regarding the webinar and participants (including whether they've only registered or also attended). The questions asked in the webinar will also be displayed.



  3. Click any webinar question to see more information or to follow up with additional communication or clarifications.



  4. Surveys and Polls conducted during the webinar can be viewed in the Webinar Surveys and Webinar Polls webtabs respectively, apart from the related list in the respective campaigns.

Uninstall the extension

Please note that if you uninstall the GoToWebinar extension, all of your webinar data will be deleted immediately and cannot be recovered.

To uninstall the extension
  1. Go to SetupMarketplace > All. All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for GoTo Webinar and click the corresponding Uninstall link.



  3. Click Ok to confirm and uninstall the extension.


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