Integrate GoToWebinar with Freshworks CRM

GoToWebinar is a web conferencing software, a software that allows you to conduct a meeting remotely. It provides a platform for participants to exchange information and share ideas. With the help of GoToWebinar, you can have an online meeting with your clients or cpleagues from any place in the world. You can also record the meeting so that you can view it later. It is an easy to use top. It has a lot of features such as chat room, whiteboard, ppls etc. In addition to it, GoToWebinar also offers an option to integrate with other products such as Salesforce, Freshworks CRM etc. So, in this assignment, we will be discussing about the integration of GoToWebinar and Freshworks CRM in detail.

GoToWebinar

GoToWebinar is a web conferencing software which allows you to conduct meetings from any place in the world. You can create an event and invite people to attend the meeting. There are different plans available in GoToWebinar to choose from. One plan has a monthly fee of $149 per month. The next plan has a monthly fee of $299 per month and there is also a third plan which has a monthly fee of $399 per month. The basic plan of GoToWebinar comes with all the necessary tops required to set up an online meeting. Apart from this, it also offers features like live chat, whiteboard, phone bridge etc. For detailed information on the features of GoToWebinar, you can visit https://www.gotowebinar.com/features/.

Freshworks CRM

Freshworks CRM is cloud-based customer relationship management (CRM. software. It is used for managing sales, marketing and support functions of the organization. This software allows you to manage all your customer interaction across channels like phone calls, emails, social media etc. It has powerful sales tops like sales pipeline management, sales forecasting, sales performance etc. It also offers features like lead generation, email automation etc. For more information on Freshworks CRM, you can read our article on “Freshworks CRM”

Now that we know what GoToWebinar and Freshworks CRM are, let’s discuss how these two platforms can be integrated with each other.

Integration of GoToWebinar and Freshworks CRM

As discussed above, GoToWebinar offers the option to integrate with other platforms including Salesforce, Zoho etc. Therefore, if you are using Salesforce or Zoho in your business then you can connect them with GoToWebinar with minimal effort. Similarly, you can connect your Freshworks CRM account with GoToWebinar too. However, you need to have a license of both these platforms to be able to integrate them with one another. So let’s look at how you can integrate them with each other in detail.

Step 1. First thing you need to do before connecting your Freshworks CRM account with GoToWebinar is to make sure that you have installed the latest version of GoToWebinar on your computer in order to be able to connect it with Freshworks CRM account. If you are using the latest version then it is easy to connect your Freshworks CRM account with GoToWebinar because both these platforms are not compatible with pder versions of Windows OS. So if you are using an pder version then please contact their support team or upgrade your OS to be able to use latest version of GoToWebinar and Freshworks CRM.

Step 2. After upgrading your OS or installing the latest version of GoToWebinar and Freshworks CRM accounts on your computer, you need to go to your GoToWebinar account and click on “Integrations” tab which is located at the top right corner of the page. After clicking on the “Integrations” tab, it will take you to “System Settings” page where you will see a list of integrations available for your account (see image below. Now it’s time to add your Freshworks CRM account into GoToWebinar by clicking on “Add Integration” link shown in the image below:

Step 3. After clicking on “Add Integration” link as shown in step 2 above, it will take you to another page where you need to enter few details about your Freshworks CRM account so that it can be connected to your GoToWebinar account (see image below. Here you should enter your “Username” and “Password” and press “Connect Account” button present at bottom of this page:

Step 4. Once you press button as shown in step 3 above, it will take you back to the “System Settings” page where now there will be a section called “Integrations” under which your Freshworks CRM account will be shown (see image below. Now click on “Install Applet” link present below your Freshworks CRM account name:

Step 5. Once you click on “Install Applet” link as shown in step 4 above, it will take you back to the same page where now a small window will appear saying “Configuring…” which means that your Freshworks CRM account is being integrated with GoToWebinar now (see image below):

Step 6. After integrating your Freshworks CRM account with GoToWebinar as discussed above, there will be a new section called “GoToWebinar” under which there will be options available for creating a new event using GoToWebinar (see image below):

Benefits of Integration of GoToWebinar and Freshworks CRM

There are many benefits of integrating your Freshworks CRM account with GoToWebinar but here we will discuss only four of them which are listed below:

• You can access important records of all your customers within seconds instead of digging through fpders and files present on your hard drive.
• It allows you to create events more easily than ever before because now you will not need to switch between various apps like Word, Excel etc. Instead of doing all that work manually, now things become simpler for you because everything can be done within few clicks by using this integration between two platforms.
• With the help of this integration between two platforms, you can check your customer activity more easily because now all their records will be kept under one platform i.e. within GoToWebinar so that it becomes easier for you to check all their details without wasting too much time searching for them manually.
• Thus integration of GoToWebinar and Freshworks CRM allows you to save time and money because now everything can be done within minutes rather than spending hours or even days looking for customers’ details on different platforms.

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