Overview 

The webinar integration of Zoho Meeting in Zoho CRM enables users to organize webinars, invite leads and contacts, and also launch webinars right from their CRM account. With this integration, you can:

Only admins and super admin can access this integration settings.

1. Schedule webinars
   
2. Invite leads and contacts using email templates in the Campaigns module
   
3. Create webinar polls
   
4. Launch webinars from CRM
   
5. View webinar recordings in CRM
   
6. View poll results and Q&A report in CRM
   

Watch the webinar recording: Engage Zoho CRM leads and contacts through webinars and online meetings

Availability and cost 

1. Currently, users in the Enterprise and Ultimate edition of Zoho CRM can subscribe to any of the paid webinar plans or the trial version of Zoho Meeting and use this integration.  
2. This integration can also be enabled during the trial period of Zoho CRM.
   

Enable integration  

1. Log in to Zoho CRM.
   
2. Click Settings  in the top-right corner.
   
3. Under Marketplace, click Zoho.
   
4. In the Zoho Webinar section, click Set up now.
   
5. Click Enable.
   

Initial set up 

Organize a webinar 

1. Scheduling a webinar
   
2. Selecting leads and contacts to send invitations.
   
3. Selecting or creating a webinar invitation template with the registration link.
   
4. Creating polls
   

Schedule a webinar 

1. Go to the Campaigns module.
   
2. Click + and select Zoho Webinar. (New users can click Create campaign and change the Offline option to Zoho webinar.
   
   
   
3. Enter the webinar date, time, duration, name, and description.
   
4. Click Save in the top-right corner.
   
   
   
   

Invite leads and contacts

1. Go to the Campaigns module and click your webinar.
   
2. In the webinar details page, click Invite next to Leads or Contacts.
   
3. Select the leads you want to invite for your webinar. You can use filters to arrive at a list you want and select everyone in one go.
   
   
   
   
4. Add a campaign member status for the CRM leads you invite for later reference within CRM.
   
5. Click Next and select a template. To learn how to create a new template, go to the next section of this guide.
   
6. Click any template to select it.
   
7. You can add a reply-to email address if you want.
   
8. Click Send.
   

Create a webinar invitation template with the registration link 

Click  Create new Template and edit any template you like.

Important: You need to embed the webinar registration link in the template you create. If the webinar registration link is not embedded, the template will not be suggested while you invite leads and contacts for your webinar.

1. Select the text and click the link icon  on the toolbar.
   
2. Select Link type as Zoho Webinar Registration URL. 
   

1. Click the button to access the settings. 
   
2. Change the Link type as Zoho Webinar Registration URL.
   
3. Give a name and subject to your template so you can reuse it in the future.
   
4. Save the template to the public folder or create a new folder if you want.
   

Create polls 

1. Go to the Campaigns module and click your webinar.
   
2. In the webinar details page, click Create poll in the top-right corner.
   
3. Enter your poll question and the answer options. 
   
4. Click Create. You can launch the polls during your webinar. Read more about webinar polls.
   

Launch webinar 

1. Go to the Campaigns module and click your webinar.
   
2. In the webinar details page, click Launch webinar in the top-right corner.
   
   Learn more about system requirements, audio, video, screen sharing, and the Switch presenter feature.

Download webinar reports

1. Go to the Campaigns module and click your webinar.
   
2. In the webinar details page, click Zoho Webinar Reports.
   
   
   
   

Watch and share recording  

1. Go to the Campaigns module and click your webinar.
   
2. Under Attachments, click Recording. You can watch the recording online, share the recording link with anyone, or download it.
   

View polls and Q&A