GoToWebinar Extension - Online Help - Zoho CRM

GoToWebinar

The GoToWebinar extension eases the process of managing attendees and tracking registrations, and saves you time by importing the registrants' and attendees' details into Zoho CRM automatically..

Install the extension

You can install the GoTo Webinar extension either from Zoho Marketplace or from Zoho CRM.

To install the extension
  1. Go to Setup > Marketplace > All
    Click All Extensions and you can view all the extensions supported by your CRM edition.
  2. Under All Extensions, browse and click Go To Webinar. The details about the extension will be available.
  3. Click Install.
  4. Check the Terms of service and click Install.

  5. Choose one of the following and click Confirm.
    • Install for admins only - The extension will be installed in CRM for only the users with the administrator profile.
    • Install for all users - The extension will be installed in CRM for all the users.
    • Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.

      The extension will be installed automatically for the specified users.
  6. Click Authorize.



  7. In the popup, enter your GoToWebinar credentials, and click Sign in.

Schedule a webinar

Once the extension has been installed and activated, you can schedule a webinar from within Zoho CRM using the Schedule Webinar button that appears inside any record in the Contact, Lead, or Account modules.

To schedule a webinar
  1. Choose a record in the AccountsContacts, or Leads modules to open the record's details page.
  2. Click the Schedule Webinar button.



  3. Enter the following webinar details:
    • Provide the Webinar Subject.
    • Select your Start Date from the dropdown calendar.
    • Add an optional Description for your webinar.
    • Choose the Start Time and time zone.
    • Choose a Duration from the dropdown list.
    • Add Participants from your Contacts and Leads. You can also enter participants' email addresses manually.
  4. Click Schedule Webinar and you will see a summary of the webinar details, including the webinar ID and the registration URL.



  5. Click Close.
  6. An email containing the webinar details (including the Webinar ID and the registration URL) will be sent to the organizer and the specified participants.
  7. An event will be created for the webinar in the Activity module of Zoho CRM.

Manage webinars

To manage webinars
  1. To see all the webinars you have scheduled, select the GoToWebinar webtab.



  2. You can see all the webinars you have scheduled. By default, the webinars scheduled for the next seven days will be listed. You can, however, filter the list for a different time span by clicking the drop down in the top right corner of the window.




  3. To see the number of registrants, the registration URL, date and time of the webinar, and the webinar key of a particular webinar, click View More.



  4. To synchronize your webinars list with Zoho CRM, click Sync Settings in the top right corner of the window.
  5. When Enable Scheduled Sync is selected for the first time, all existing webinars and their corresponding data will be synced to the Zoho CRM Campaigns module. After the first sync, you can choose to automatically sync either daily or weekly.

Map webinars to Zoho CRM

  1. To manually sync data from GoToWebinar to the Campaigns module, click Map Webinar to Zoho CRM.



  2. In the Campaigns module, click any Campaign Name to see details regarding the webinar and participants (including whether they've only registered or also attended). The questions asked in the webinar will also be displayed.



  3. Click any webinar question to see more information or to follow up with additional communication or clarifications.



  4. Surveys and Polls conducted during the webinar can be viewed in the Webinar Surveys and Webinar Polls webtabs respectively, apart from the related list in the respective campaigns.

Uninstall the extension

Please note that if you uninstall the GoToWebinar extension, all of your webinar data will be deleted immediately and cannot be recovered.

To uninstall the extension
  1. Go to SetupMarketplace > All. All the installed extensions are listed. Under All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for GoTo Webinar and click the corresponding Uninstall link.



  3. Click Ok to confirm and uninstall the extension.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Setting up Zoho Webinar Integration

                                                                                                    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 ...
                                                                                                  • Troubleshooting Zoho Backstage integration with Zoho CRM

                                                                                                    1. Why am I unable to integrate Zoho Backstage with Zoho CRM?  By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into your CRM ...
                                                                                                  • Nexmo

                                                                                                    Nexmo, a Vonage Company, is the global cloud communications platform leader providing innovative communication APIs and SDKs for voice, text, chat app and phone verification services. Nexmo enables applications and enterprises to communicate with ...
                                                                                                  • Zendesk

                                                                                                    Having your customers' details in a single place, always gives you the advantage of knowing your customer better; their interests, issues faced by them and all the communications that you had with them. It is better to know the issues they faced ...
                                                                                                  • MiiTel For Zoho CRM

                                                                                                    This integration is supported for users in the US and JP DCs. Scope To initiate, receive and synchronize records of phone calls on Zoho CRM, using the MiiTel extension. Overview The MiiTel extension can be integrated with Zoho CRM to receive, ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources