With Event integration and ClickDimensions you'll be able to create Event Records to keep track of hosted webinars and events and Event Participation Records (that can be associated with lead and contact records) to track participations in your webinars and events. These records will be generated automatically once an Event Connector has been set up in your CRM environment.
ClickDimensions offers connectors for two event management services for webinar integration - GoToWebinar and WebEx, and two event management services for in-person events - Eventbrite and Cvent. You can integrate as many accounts of any of these services as you like. Read below for more information on what these are and how to set them up.
What is GoToWebinar Used for?
GoToWebinar is a service developed by Citrix Online that is used to host or attend web-based training, meetings, and seminars with up to 1000 attendees. Sign up for an account with GoToWebinar if you don't already have one here.
What is WebEx Used for?
WebEx is a service developed by Cisco that is used to host or attend large or small webinars with up to 3000 attendees. Sign up for an account with WebEx if you don't already have one here.
What is Eventbrite Used for?
Eventbrite is an online ticketing platform that people all over the world use to create events, sell tickets and manage registrations for events of all types and sizes. See here to create an account.
What is Cvent Used for?
Cvent is a cloud-based enterprise event management platform that offers software solutions to event planners for online event registration, venue selection, event management and more. See here for more information.
How to Set Up Event Integrations
|Set Up Steps|
Are Event Connectors Required to Use Event Records?
No. Event records can be created manually if you choose not to use any of the Event Connectors. To do so, go to CRM Marketing > Events > click +New and fill in the required fields. Click Save.
Manually created Event records will not receive any data synced from ClickDimensions connectors; this would be a standalone Event or Event Participation record.