Articles in this section

WebEx Integration Overview

Avatar
Jon Walker
  • Updated
Follow
WebEx is a web conferencing app that allows you to coordinate virtual meetings with potentially hundreds of guests. You can invite leads to sign up for webinars by adding a WebEx field to a SharpSpring Dynamic Form. 

While connecting WebEx to SharpSpring is a one-time process, only the WebEx Event Center Edition can connect to SharpSpring. This article provides information on integrating WebEx with SharpSpring.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
01NavMarketing.png    01NavSettings.png
       
  Users:    
  Administrators ✓  
  Company Managers    
  Marketing Managers    
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Locating Your WebEx Credentials

In order to connect WebEx to SharpSpring, you will need to find your credentials.

To find the WebEx credentials you need to connect WebEx to SharpSpring, do the following: 

  1. Open a new tab in your browser.
  2. Sign in to WebEx in that browser tab.
  3. Select WebEx Products in the drop-down menu. 
  4. Enter your email address in the respective field.
  5. Click Next.
  6. Enter your password.
  7. Click Sign In.
  8. Click the Site Administration tab.
  9. Click Services, located in the left menu.
  10. Select View All.
  11. Click the Configure options menu.
  12. Click Site Information.
  
Important: SharpSpring has no control over how WebEx grants application permission. WebEx may change how permission is obtained at any time and without warning. These procedures are constantly changing. This procedure and all associated information may be outdated.


Inserting WebEx Credentials into SharpSpring

To integrate WebEx, you need to enter your WebEx credentials in SharpSpring.

To insert WebEx credentials, do the following:

  1. Open another tab in your browser.
  2. Log in to SharpSpring in that browser tab.
  3. Click Settings in SharpSpring's left toolbar.
  4. Click WebEx Credentials, located under 3rd Party Settings. 
  5. Enter the following WebEx credential information:

    •   WebEx User Name
    •   WebEx User Password
    •   WebEx Site ID
    •   WebEx Partner ID
    •   WebEx URL
  6. Click Save Settings.  
  


Click to enlarge.


Editing WebEx Fields

Once integration is complete, WebEx events will become available as a third-party lead field in SharpSpring. In the Custom Field Manager, you will need to edit the field and check the applicable checkbox to be available in the Contact Manager.

To edit WebEx fields, do the following:

  1. Click Settings in SharpSpring's left toolbar.
  2. Click Custom Fields in the left panel, located under Features.
  3. Click Filter > Lead Fields > Third-Party.
  4. Click  12cog.png  Options > Edit Field next to the WebEx field name. 
  5. Click the Visible in Contact Manager checkbox.
  6. Enter labels and values for each option in the Picklist section.
  7. Click Update Field.
    


Adding WebEx Fields to Forms

Once you have edited a WebEx field, you can add the field to forms.

To add the WebEx field to forms, do the following:

  1. Click Forms in SharpSpring's left toolbar.
  2. Create or edit a form.
  3. Click the Fields tab.
  4. Add desired fields.
  5. Click the WebEx drop-down menu.
  6. Choose a topic in the drop-down menu.
  7. Move the WebEx field as needed.
  8. Click Save Changes.
  


Click to enlarge.
   
 
Important: In order for the integration to work, your form must include the Email, First Name, and Last Name fields. These fields should be set as Required to ensure the data is collected.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?