Setting up integration between GoToWebinar and ClickDimensions will allow you to track all of your webinars and registrants within CRM.
Goals
- Learn where to find the GoToWebinar connector in CRM
- Learn how to integrate GoToWebinar and ClickDimensions
- Dynamics 365
- CRM 2011
Navigate to the GoToWebinar Connector
To set up integration with GoToWebinar, first navigate to Settings > ClickDimensions Settings.
Within ClickDimensions Settings, click Connectors.
A new screen will pop up. Click Add Connector here.
Then click GoToWebinar.
Set Up the GoToWebinar Connector
On the next screen you'll fill out your settings.
Navigate to the GoToWebinar Connector
To get started, you'll need to navigate to Settings > ClickDimensions > ClickDimensions Settings and click Connectors towards the bottom right.
A new screen will pop up. Click Add Connector here.
Then click GoToWebinar.
Set Up the GoToWebinar Connector
On the next screen you'll fill out your settings.
Connector Name: Input the name for how your connector will display in the Connector's Settings Window. (Customers will not see this name)
Default new events to create unknown registrant as: This will choose how anyone who registers who is not already in your CRM will be added to your CRM. You can choose to have them saved as Leads or Contacts. If the email address already exists on a Lead or Contact then the Event Participation and Event records will be connected to that existing Lead/Contact.
Reminder Email Address: Supply an email address here to notify when the connection expires. GoToWebinar will ask you to re-authenticate your credentials one year after setting up the connection with ClickDimensions.
Generate Leads/Contacts for specific Events: This is our Event Sync Flow checkbox. Read more about this feature here.
- Leaving this option unchecked will automatically create leads/contacts on all events from the connector.
- Checking this option will allow you to specify lead/contact generation after scheduling each event, because events will not be automatically created in CRM from the connector.
Click Next. Fill in your information to log in.
Signing into your GoToWebinar account through this portal will confirm the connection with the GoToWebinar service.
A trial GoToWebinar account cannot be used with our GoToWebinar connector.
Once the connection to GoToWebinar is established, the connector will pull information into your CRM about upcoming webinars and webinars from the previous three months for which the organizer of the webinar is the same user as the one used to sign into GoToWebinar in the connector.
To see where GoToWebinar related records are displayed in your CRM, see the GoToWebinar Records article.
| Feature Added: 4.2.0 |
| Feature Updated: 9.0 |
| ClickDimensions Version Needed: 8.3.0 |