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 campaign, download webinar reports, and analyze the webinar's performance.

Integrating Zoho Webinar with CRM lets you:

• Create webinars from the Campaigns module
  
• Invite leads and contacts to the Webinar from CRM
  
• Create polls from CRM.
  
• View discussions with your participants.
  

Setup Zoho Webinar Integration

You should first enable Zoho Webinar from the Marketplace to create webinars. Once enabled, you can do the following:

Add Users
You can add CRM users to Zoho Webinar that allows them to create webinars from Zoho CRM.

Set Reminder
You can set the time when the host and the participants should receive a reminder about the webinar.

Push registered participants in Webinar
The registrants who are not part of the CRM account can be added as leads or contacts into the CRM.

Update Member Status 
The member status of the participants can be synced with that of the webinar's service status. For example, if the service status is 'attended' then you can specify if the member status of the participants should automatically be changed to 'planned' or 'invited'. By syncing the statuses you will not have to update a participant's member status manually.

The service status can be selected as either invited, registered or attended. You can choose a corresponding member status as: planned, invited, sent, received, opened, responded, bounced or opted-out. You can also choose not to sync the member status with service status.

To setup Zoho Webinar

1. Go to Setup > Marketplace > Zoho > Zoho Webinar.
   
2. Click Setup Now > Enable.
   
3. In the  Zoho Webinar page, do the following:
   
   • Click Add Users.
     
   • In the pop-up select the users and click Assign.
     
   • Select the Reminder from the drop-down list.
     
   • In Push Registered Participants in Webinar to CRM choose either Leads/Contacts from the drop-down list.
     
   • In Update Member Status, select the status from the drop-down list.
     
4. Click Save.
   

Create a Webinar

Once the integration is complete, you can create webinars from the campaigns module in Zoho CRM.

To create a webinar

1. Go to the Campaigns Module.
   
2. Click the Add (+) icon and choose Zoho Webinar.
   
3. In the Create Campaign page, enter the Campaign Information, Description Information, Webinar Details.
   
4. Click Save.
   

Add Webinar Registration URL in Email Templates

Every webinar that is created has a unique registration URL. You can embed the Webinar Registration URL as a merge field in your email templates. When you send email invitations to participants the Webinar URL will be automatically merged.

To add webinar registration URL in email template

1. Go to Setup > Customization > Templates.
   
2. In the Email tab, select the desired template.
   You should choose a template only from the Leads/Contacts module.
3. Click the Create link icon.
   
4. In the  Add Link popup do the following:
   
   • In Link Type, choose Zoho Webinar Registration URL from the drop-down list.
     
   • Enter the Title and click Save.