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This podcast outlines how to integrate WebinarGeek with Salesforce, a Customer Relationship Management (CRM) system used for sales and marketing. The integration automatically synchronizes webinar registration and attendee behavior (like poll responses, questions, and watch time) with Salesforce, creating or updating lead and campaign member records. It details the connection process, necessary permissions, and available triggers and actions that facilitate data exchange between the two platforms, allowing users to track and manage webinar participants within their Salesforce campaigns. The text also covers default settings, data fields transferred, and tips for utilizing webinar data in Salesforce features like campaigns and lead management.
This podcast outlines how to integrate WebinarGeek with Salesforce, a Customer Relationship Management (CRM) system used for sales and marketing. The integration automatically synchronizes webinar registration and attendee behavior (like poll responses, questions, and watch time) with Salesforce, creating or updating lead and campaign member records. It details the connection process, necessary permissions, and available triggers and actions that facilitate data exchange between the two platforms, allowing users to track and manage webinar participants within their Salesforce campaigns. The text also covers default settings, data fields transferred, and tips for utilizing webinar data in Salesforce features like campaigns and lead management.