Salesforce is a widely used system for inbound marketing and sales, offering a comprehensive CRM platform to manage products and customer interactions. This integration enables you to effectively follow up on leads and segment leads, enhancing your overall sales and marketing efforts. Experience the combined power of WebinarGeek and Salesforce to optimize your webinar strategies and drive business growth!
Salesforce is available as an add-on in Premium plans and included by default in Enterprise plans. Take a look at our pricing page for more information.
Please note! WebinarGeek currently does not support connections with sandboxed Salesforce accounts.
How does Salesforce work with WebinarGeek?
Connecting WebinarGeek with Salesforce automatically lays the foundation for the integration. This means you’ll immediately be able to take advantage of the following:
All the webinar registrations are automatically registered or updated in Salesforce.
All the viewing behavior and all actions of the webinar viewers will automatically be sent over to Salesforce as events. Think polls, calls to action, questions, evaluation forms, and data such as watch time.
Campaign members created through the WebinarGeek integration have 3 statuses:
"Registered"
The default status for created campaign members.
"Watched"
The "hasResponded" status. If you have multiple “hasReponded” statuses in your default Salesforce setup, we’ll leave them untouched and create a new “Watched” status.
“Unregistered”
The status for campaign members that have unsubscribed from the webinar.
Each lead is associated as a campaign member to a campaign. Campaigns are specific to broadcasts.
Connecting Salesforce
Follow these steps to connect WebinarGeek with Salesforce:
Click ‘Account’ in the top right.
Click ‘Integrations’.
Choose ‘Salesforce’.
Click ‘Connect’.
If necessary, log into your Salesforce account.
The connection is now complete and some basic triggers have been created.
Please note! WebinarGeek will create several invisible, external ID fields in Salesforce with names like “WebinarGeek_BroadcastId”. These fields should not be removed, edited or have its permissions changed if you intend to use the Salesforce integration.
Disconnecting Salesforce and/or connecting a different account means the loss of your configured triggers.
Permissions
WebinarGeek, as a software, acts on behalf of the Salesforce account’s ‘System Administrator’ role. The permissions we use are:
‘ModifyMetadata’
In order to set up Salesforce accounts automatically for extra user-friendliness.
‘ViewAllData’
In order to read organization data.
Feel free to contact us if you can’t grant these permissions.
Disconnecting Salesforce
Disconnecting Salesforce from WebinarGeek is quick and easy. Follow these steps:
Click ‘Account’ in the top right.
Click ‘Integrations’.
Choose ‘Salesforce’.
Click ‘Options’.
Choose ‘Disconnect Salesforce’.
Please note! Disconnecting Salesforce means that your triggers will be lost. They must be recreated if you ever connect Salesforce again.
Triggers
Triggers are what order the integration to synchronize data between WebinarGeek and Salesforce. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.
List of available triggers
The following triggers are available for Salesforce:
New registration
Broadcast canceled
Unsubscribed from webinar
New viewer
New live viewer
New replay viewer
New viewer started watching
New poll vote
New quiz answer
New call to action
New evaluation form
New webinar question box message
Assessment successful
New Q&A question
You can check out our ‘Triggers’ article for more information about these triggers.
Additional information regarding Salesforce triggers
New registration
Required information
Salesforce requires more information to create a campaign member/lead than WebinarGeek requires for a webinar subscription. The additional data required is:
Surname
Company
In order to prevent your ‘New registration’ trigger from failing, WebinarGeek automatically forwards the surname and company as ‘-’ when they aren’t provided on the registration form.
Existing leads
If there is already a Salesforce campaign member/lead with the provided email address and the subscriber enters existing information such as a phone number, this lead will have that data overwritten.
Interaction triggers
We list the following triggers as ‘interaction triggers’:
New quiz response
New poll vote
New call to action
New evaluation form
New webinar question box message
Assessment successful
New Q&A question
These triggers forward the data to Salesforce as a task connected to the campaign member/lead in question.
Actions
Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a lead is added to a CRM list when they sign up for a webinar.
List of available actions
The following actions are available for Salesforce:
Add campaign member
Adds the lead to a campaign in Salesforce (if none exists), updates their activity and/or creates a task in Salesforce related to the lead.
Set campaign status to “Aborted”
This action is only available for the ‘Broadcast canceled’ trigger. It makes your campaign reflect the cancellation by setting its status to “Aborted”.
Read more about configuring triggers in our ‘Triggers’ article.
Default triggers
Connecting Salesforce to WebinarGeek immediately creates a set of default triggers. The following triggers are created:
Trigger | Action |
New registration | Add campaign member |
Broadcast canceled | Set campaign status to “Aborted” |
Unsubscribed from webinar | Add campaign member |
New viewer | Add campaign member |
New poll vote | Add campaign member |
New quiz answer | Add campaign member |
New call to action | Add campaign member |
New evaluation form | Add campaign member |
New webinar question box message | Add campaign member |
Assessment successful | Add campaign member |
New Q&A question | Add campaign member |
In short, this means that your connection between WebinarGeek and Salesforce will, by default, keep track of registrations, viewers and interactions without requiring any manual configuration.
If you need additional triggers you can add them yourself. Read more about that here.
You can also remove any triggers you don’t need. Read more about that here.
Fields sent to Salesforce
The following information is sent to Salesforce if provided on the participant’s registration form:
First name
Last name
Email address
Company name
Job title
Country
City
Zip code
Street
House number
Phone number
If you need more data to be sent to Salesforce, you can do this with our Zapier integration.
Finding your webinars in Salesforce
Go to the 'Campaigns' tab in Salesforce
Set the list to 'Recently Viewed'
A campaign will be made in Salesforce as soon as your webinar receives its first subscriber. The campaign will have the ‘Planned’ status unless you change it manually.
Should you cancel a broadcast, the webinar will be added to Salesforce as a campaign with the ‘Aborted’ status.
Finding your subscribers in Salesforce
All subscribers:
Go to the 'Leads' tab in Salesforce
Select the subscriber you want to view the information of
Per webinar:
Go to the 'Campaigns' tab in Salesforce
Select the webinar you want to view the subscribers for
Scroll down to 'Campaign members' and click 'View all'
Select the subscriber you want to view the information of
The campaign history shows you all the webinars that the lead has ever signed up for.
Salesforce Tips & Tricks
Salesforce Marketing Cloud and Pardot
Use 'Campaign Member Statuses' to automatically segment based on webinar data such as webinar registrations, viewers, and no shows. This allows you to create segmentation lists and reports in Marketing Cloud or Pardot for example.
Pardot and marketing automations
Use Leads, and Campaigns to sync webinar data with Pardot Prospect Records, Pardot Automation Rules, Dynamic Lists, and more.
Please note! Webinar data within Salesforce is logged as Lead Campaign History rather than Prospect Activity. This is separate from Engagement History.
You can also use our direct Salesforce Integration to sync your webinar data with Salesforce Marketing Cloud and more.