If you’re like most successful marketing and sales professionals, you use webinars for lead generation, relationship building, and revenue boosting purposes. To be ahead of everyone else, you should also use Salesforce (or something similar) to keep track of every customer interaction you have.


But did you know that you can integrate your webinar platform of choice with Salesforce? If not, this is the perfect article for you.

Keep reading to learn why this kind of integration is beneficial to organizations like yours and how to quickly set it up for your company. No matter what webinar tool you use, you’ll benefit from the information below. So, without further ado, let’s get started!


What’s the Point?

First things first, why should you even care about integrating your webinar platform with your Salesforce CRM? Will you enjoy any distinct benefits if you do? The answer is a resounding YES!

You’ll experience man advantages once you learn how to integrate webinars with Salesforce, chief among them being less data entry and quicker sales cycles.

Let’s take a look at each of these benefits in greater detail:


Less Data Entry

Nobody likes data entry. It’s tedious, time-consuming, and a giant waste of company resources if your marketing or sales team has to waste hours doing it.

Fortunately, integrating your webinar tool with Salesforce will eliminate most data entry tasks for your company. At least regarding the valuable customer data you collect during your digital broadcasts.

Important information like prospect contact details, attendance statistics, chat conversations, and more can automatically be sent to your CRM once the integration is set up.


Quicker Sales Cycles

Because the data you collect during your webinars is instantly beamed into Salesforce without you having to do a thing, it will be available for use much quicker.

This will allow you to speed up the sales process and shorten the time it takes for prospects to become paying customers.

Think about it: when data is transferred to Salesforce automatically, automated email sequences and other sales enablement content can be sent and/or activated sooner. This leads to more revenue in less time for your organization.


4 Steps to a Seamless Salesforce Integration

How you integrate your favorite webinar or video conferencing platform with Salesforce will ultimately depend on the unique solution you use. But we wanted to give you a big picture view of the process before we dive into a specific situation.

The general integration process will probably look something like this:

  1. Research your webinar platforms to learn if it includes a native Salesforce integration. If it does, download the plugin. If it doesn’t, check for compatibility with Zapier. Then sign up for a Zapier account if you haven’t already.

  2. For native Salesforce integrations, log in to your Salesforce account and click on the tab that represents your webinar platform. Then put the details of your digital event, click the “Save” button, and invite people to attend.

  3. For those using Zapier, log in to your account. Then select the trigger you want to activate. Your options might include “New Attendee” and “New Registrant.” Then select an action such as “Add Lead to Campaign” or “Update Record.” Now your integration is set, and you can carry on promoting it in any way.

  4. Lastly, host your webinar as you normally would. The data you collect during the broadcast — potential customer information, event details, opportunities of note — will automatically be uploaded to your Salesforce CRM system, speeding up the sales process and assisting the marketing campaigns you’re currently running.

Again, the actual webinar platform that you use will determine how you integrate it with Salesforce.In the next section, we’ll show you how to easily integrate ClickMeeting with your Salesforce CRM tool


Using Salesforce and ClickMeeting Together



Are you familiar with ClickMeeting? If not, let us give you a quick rundown of the app:

ClickMeeting is a popular webinar and video conferencing tool that’s used by more than 140,000 customers in 111 different countries.

Altogether, ClickMeeting customers have held almost 630,000 events and engaged with over 8 million unique attendees in the past 12 months alone.

Why is ClickMeeting so beloved by the people who use it? Our webinar solution is both easy to use and full of powerful features such as:

  • Custom Branding. Your business is unique. At ClickMeeting, we believe your webinars should be too. That’s why we allow our users to customize their various webinar pages to best suit their brands. Change colors, update artwork, add a company logo — whatever you have to do to make your webinar feel like you.

  • Social Media Streaming. All ClickMeeting webinars can easily be streamed on either Facebook Live or YouTube Live. Doing so will help you better engage your social media following and reach more people with your digital events.

  • Presentation Perks. When presenting information during a webinar, it helps if you have access to handy perks like a digital whiteboard, screen sharing, polls and surveys, private chat, and Call-To-Action buttons. We’re happy to report that ClickMeeting comes with each of these convenient features.

  • Detailed Analytics. How successful was your webinar? It’s nearly impossible to tell without taking a look at the numbers. Fortunately, ClickMeeting includes a detailed analytics dashboard that will tell you what country each of your attendees lives in, what kind of device they watched your presentation on, and what they thought of your event.

  • Convenient Integrations. ClickMeeting integrates with Salesforce, which we’ll discuss in more detail very soon. But it also easily connects with Google Analytics, Paypal, HubSpot, Dropbox, Slack, WordPress, Zapier, and many other top tools.

  • Automated Webinars. Lastly, ClickMeeting gives users the power to run automated webinars, i.e., pre-recorded events that use automation features to collect leads, build lasting relationships, and boost revenue on autopilot.

As you can see, ClickMeeting is full of useful features. But all this functionality won’t cost you an arm and a leg. Sign up for a free 30 day trial of the tool to get started today.


The Salesforce Integration

Now that you have a good idea of what ClickMeeting is and what it can do, let’s cover how to integrate it with Salesforce. The process couldn’t be easier. Just follow these five steps:

  1. Log in to your ClickMeeting account and install the plugin into your Salesforce CRM system. Don’t have a ClickMeeting account? Start your free trial here. Then follow our documentation to accurately configure the plugin.

  2. Next, access your Salesforce dashboard and select the ClickMeeting tab. Click the “New” button at the top right corner of your screen. Then enter the details for your event. You’ll be asked to put a room name, access type, start date, duration, and room type. You can also choose to enable registration, which will allow you to collect contact information for any registrant who is interested in your webinar topic.

  3. Once your integration is set up, Salesforce will bind the data collected to the leads and contacts in your CRM software. Save it and then view your event in both the ClickMeeting tab within Salesforce and your ClickMeeting account.

  4. The next step is to invite attendees to your digital gathering, which can be accomplished by making your way to the Detail page of your event in Salesforce. Scroll down to the Invitation section and click “Invite people.” Then select names from the leads and contacts lists that you have in your CRM solution. Once this is done, choose “Send Invitations” at the top of your screen.

  5. If, for any reason, you need to change a detail regarding your event, click the “Edit” button in the ClickMeeting tab in Salesforce. Then make the necessary changes and save them again. Updated invitations will then be sent to all attendees.

And that’s all! Follow these five simple steps, and you’ll be able to connect your webinars platform to your Salesforce CRM tool.


Empower Your Sales and Marketing Efforts

CRM software, especially one as powerful as Salesforce, will undoubtedly improve your company’s marketing and sales efforts.

The fact that you can integrate Salesforce with your webinar platform is a bonus that will keep you from tedious data entry tasks, help you speed up sales cycles, and create happier customers.

If you haven’t yet chosen a webinar and/or video conferencing solution, give ClickMeeting a try. Test the platform loved by over 100,000 customers for 30 days for free. It also integrates seamlessly with Salesforce, as we illustrated above.

Don’t forget to download our free integration guide!



Bear in mind that ClickMeeting-Salesforce integration is only available for Enterprise account holders.

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Posted by Jacob Thomas

Content writer @ ClickMeeting

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