Salesforce

Webinar Integration to Univid

About integration

The best Salesforce webinar integration

A good Salesforce integration for webinars means you can use your own signup forms and Campaigns in Salesforce, manage all of your contacts in your own CRM, but also smoothly connect it with your webinar for insights. All this is possible with Univid.

For example, you can automatically create Univid webinars from Salesforce, enroll registrants from your Campaigns, set up reminders, and run engaging live sessions in Univid. You can also get attendee insights back into Salesforce - for example things like who attended, watch time, etc.

What is Salesforce?

Salesforce CRM is a popular tool specifically designed to simplify the management of customer relations. It's an all-encompassing platform that can manage customer information, plan sales activities, and analyze your performance effectively.

A highlight of Salesforce CRM is its integrative capabilities. This means it works seamlessly with many different software types - in essence, it neatly connects all the dots. A key feature is the ability to sync data from your webinar software, like Univid, directly into Salesforce. It streamlines the process of gaining critical insights from your webinars and applying this knowledge to your sales strategies.

Simply put, Salesforce CRM is your solution for efficiently managing customer relationships and sales tasks. It provides significant insights requiring minimal effort, making it an invaluable tool in your sales and marketing tech stack.

Webinar Use Cases with Salesforce

Through Salesforce x Univid, you can automate your tasks, and integrate your webinars with with both your internal systems, or your favourite third-party applications.

Here are a few more specific use cases:

• Create webinars from your own systems

• Invite registrants from a landing page or form

• Automatically invite contacts from your own data

• Automatically find out who registered for your webinars

• Get attendance information and engagement data

This, and much more - all through the Univid x Salesforce webinar integration.

How does the Salesforce integration for webinars work?

(A) Send webinar data into Univid

The Salesforce integration enables you to send data to Univid from your own systems - both manage webinars and registrants, for example things like:

• Register attendees from your own form or landing page

• Create a webinar from your own system using a design template

• See who registered for your webinars

(B) Get webinar data from Univid

The integration to Salesforce also enables you to get data from your webinars in Univid. For instance:

• how much your customers engaged with your webinars

• which of your customers attended your webinars

• who watched the on-demand recording

This can help you understand your attendees and webinar efforts better - both which parts of the webinar your attendees like, who clicked your CTA-buttons, etc.

Three benefits of using a webinar integration to Salesforce

1. Understand webinar engagement: When you integrate your Univid webinar platform with Salesforce CRM, you will have detailed analytics of your webinar attendees at your fingertips. You can gain insights regarding participation rates, peak interest points during the webinar, and when attendees check out, giving you deep knowledge of your audience and webinar performance.

2. Get personal: With the seamless access to in-depth data from Univid webinars via Salesforce, you can create more tailored follow-up communications. It allows you to adjust your outreach emails, social media activities, or other sales efforts to match an attendee's specific interests.

3. Streamline sales: The Univid - Salesforce integration centralizes all your customer information and webinar data. This removes the need for switching between various systems, saving time, reducing the chances of errors, and making your sales operations more efficient.

Increase the chances that your customers convert and stay, personalize outreach, and enjoy a smooth workflow as marketer, growth hacker or sales professional - with Univid and Salesforce.

How to connect Univid with webinar integration to Salesforce

You can simply navigate to your Univid organization page > integrations > Salesforce. There you can integrate your Salesforce account to Univid.

Here is the full Salesforce Univid Webinar Integration Guide.

See an overview in 3 steps below:

How does you work with Salesforce Campaigns and webinars?

You can simply set up a Campaign in Salesforce CRM for your webinar. From the connected Campaign you can collect all data and enjoy the automated webinar flow!

Does Univid have a native Salesforce integration?

Yes, the Univid to Salesforce webinar integration is a native Salesforce integration. The integration works straight out of the box, and does NOT require Zapier or similar third-party tools.

Do you go through Salesforce in the onboarding?

Yes, we offer help with setting up the workflows in Salesforce for you, as part of onboarding. It can be a bit tricky to get it right on your own, but you can do it yourself as well. Let us know if you have any questions.

Get started with Salesforce CRM and Univid

To kick start your journey with Salesforce and Univid, why not book a demo? We’ll show you how the two platforms connect seamlessly to make your webinars more efficient and effective, getting you up and running in no time.