GoToWebinar
GoToWebinar Integration
Prerequisite
You need a Zapier account first. If you don't have an account, click here to create a Zapier account.
Introduction
In this article, we will try integrating both ClickSend and GoToWebinar. So what we want to achieve here is for new registrants from GoToWebinar to be added to your contacts in ClickSend for easy communication using ClickSends dashboard and API.
So, let's get started.
Instructions
Step 1:
Login to your Zapier account. And then click Make a Zap! button.
Step 2:
Let's search and select GoToWebinar as our trigger app. Next, check New Registrant as our trigger action. Then click Save + Continue button.
Step 3:
Let's link your GoToWebinar account.
Select Choose Account.
Click Connect an Account button.
Enter your Email address and Password.
Then click the Sign in button.
Then click Save + Continue button.
Step 4:
Let finish up our trigger app setup.
Go back to your Zapier setup page.
Then click Fetch & Continue button.
Lastly the Continue button.
Step 5:
Ok, let's set up our Action app. Let's search and choose ClickSend.
Next select Create Contact as our action.
Then click Save + Continue button.
Step 6:
Next, let's add your ClickSend account. Click Connect an Account button.
There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.
Type in your ClickSend username and API key.
Click the Test button to check if it was successful.
Then click Save + Continue button.
Step 7:
Let's set up our Create Contact template.
In the Contact List input box, select the contact list that you want the new contacts to be added to (GoToWebinar contacts etc...)
Set Email, First Name, Last Name, etc... to their corresponding fields from GoToWebinar.
Then click Continue button.
Step 8:
Let's finish up everything.
Click Create & Continue button.
Then the Finish button.
Lastly, name your Zap, and turn it ON
Additional Information:
Keep in mind if registrants are users registering for a particular webinar then a new contacts list may need to be made for each webinar.
Follow the same steps for adding an attendee by selecting New Attendee as the trigger and having an Attendee contacts list in ClickSend.
It is also possible to send an SMS to all previous registrants when a new Webinar is added by using New Upcoming Webinar as a trigger. Keep in mind an opt-out message will be required.