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 Connector Configuration under ClickDimensions Integration Settings.
A new screen will pop up. Click the Add button 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)
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.
Default Action for Automatic Lead/Contact Creation: This will determine the default behavior for newly synchronized events and event participations.
- No Action: Only the event and event participation records will be created and leads/contacts will not be generated automatically.
- Create Contact: New registrants will be created as contacts if their email address is not already present in CRM.
- Create Lead: New registrants will be created as leads if their email address is not already present in CRM.
The default action can be overridden by the 'Action for Lead/Contact Creation' field on the Event records after they are created.
This field provides the same 3 options and if it is updated on an Event record, then it will be applied to all future syncs for the event and will not be applied retroactively to event participations created before the update.
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 webinars from the previous 90 days, and this initial sync will not create leads or contacts. Afterwards, the connector will attempt to update upcoming events within the next 90 days every 60 minutes. Only present and upcoming events will be updated, so past events will not update during this scheduled sync. It is also possible to manually start a sync with the 'Sync Events' button, and please check our article here for more details.
To see where GoToWebinar related records are displayed in your CRM, see the GoToWebinar Records article.
| Feature Added: 4.2.0 |
| Feature Updated: 10.7.0 |
| ClickDimensions Version Needed: 8.3.0 |