Setting up integration between WebEx and ClickDimensions will allow you to track all of your webinars and registrants within CRM.
You will need to have an account with WebEx before beginning these steps. Be sure to have the Event Center (not Meeting Center) version.
Please note that our connector is not currently compatible with Webex SSO login.
Goals
- Learn where to find the WebEx connector in CRM
- Learn how to integrate WebEx and ClickDimensions
- Dynamics 365
- Legacy
Navigate to the WebEx Connector
To get started, navigate to Settings & Support > ClickDimensions Settings.
Within ClickDimensions Settings, click Connector Configuration under ClickDimensions Integration Settings.
A new screen will pop up. Click Add here.
Then click WebEx.
Set Up the WebEx Connector
NOTE: You must provide the administrator credentials for your WebEx account (a "full site administrator"). If you provide the credentials for a non-administrative user of the account, WebEx and CRM will not be able to properly connect.
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Connector Name: Input the name for how your connector will display in the Connector's Settings Window. (Customers will not see this name)
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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.
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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. - WebEx ID: This is the username you log into your WebEx account with.
- Site Name: When you type in the URL to get to your WebEx account this would be the first part of that. For example ours would be https://clickdimensions.webex.com. So our Site Name would be clickdimensions.
- Account Password: This is the password you use to log into WebEx with.
For the above WebEx info needed, when you're logged in, you can go to My WebEx and then My Profile to see this.
Press Connect and once the connection to WebEx is established, the connector will pull Event Records and Event Participations into your CRM for 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.
Please note that when you first set up the connection it could take several hours for all of the current information to come into your CRM, and WebEx may take up to 48 hours to update some data on their end, like the change of an event's status from active to past, which may delay the syncing of that data into CRM.
(Dynamics 2013/2015)Navigate to the WebEx Connector
To get started, navigate to Settings > ClickDimensions Settings.
Within ClickDimensions Settings, click Connector Configuration under ClickDimensions Integration Settings.
A new screen will pop up. Click Add here.
Then click WebEx.
Set Up the WebEx Connector
NOTE: You must provide the administrator credentials for your WebEx account (a "full site administrator"). If you provide the credentials for a non-administrative user of the account, WebEx and CRM will not be able to properly connect.
-
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. - WebEx ID: This is the username you log into your WebEx account with.
- Site Name: When you type in the URL to get to your WebEx account this would be the first part of that. For example ours would be https://clickdimensions.webex.com. So our Site Name would be clickdimensions.
- Account Password: This is the password you use to log into WebEx with.
For the above WebEx info needed, when you're logged in, you can go to My WebEx and then My Profile to see this.
Press Connect and once the connection to WebEx is established, the connector will pull Event Records and Event Participations into your CRM for 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.
Please note that when you first set up the connection it could take several hours for all of the current information to come into your CRM, and WebEx may take up to 48 hours to update some data on their end, like the change of an event's status from active to past, which may delay the syncing of that data into CRM.
| Feature Added: 5.0.4 |
| Feature Updated: 10.7.0 |
| ClickDimensions Version Needed: 8.3.0 |