WebinarKit seamlessly integrates with CRM, offering the same core features as our other integrations.
For instance, it enables automatic contact addition to your CRM when someone registers for a webinar and allows for tagging contacts based on attendance.
However, WebinarKit’s CRM integration includes a unique capability not available in our other integrations—the ability to automatically register a contact for your webinars when they are added to your CRM account.
To begin, navigate to your WebinarKit dashboard and open the settings for the webinar where you want new CRM contacts to be registered.
Next, go to the “Other” settings tab and find the “CRM” option under the Integrations section. Click on the CRM dropdown to expand the settings, then scroll down to the bottom.
You’ll find a toggle button here. Simply click it to activate this feature. Once enabled, a dropdown menu will appear, allowing you to choose a webinar schedule. This selection is crucial as it determines when your new CRM contacts will be registered for a webinar.
The dropdown will include all the schedules you’ve previously added in your webinar settings, along with “just-in-time” sessions.
After selecting the desired schedule for contact registration, don’t forget to scroll down and click the “Save” button to apply your changes.
That’s all! From now on, any new contact added to your CRM account will automatically be registered for the webinars associated with this feature.
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