WebEx Integration Overview

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 Locating Your WebEx Credentials Inserting WebEx Credentials into SharpSpring Editing WebEx Fields Adding WebEx Fields to Forms			Available with:
			Marketing Automation	✓
			CRM Ultimate	✓
			CRM PRO	✓
			CRM Free	✓
			Toolbar:
			Users:
			Administrators	✓
			Company Managers
			Marketing Managers
			Sales Managers
			Salespersons
			Jr. Salespersons

Locating Your WebEx Credentials

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

1. In a browser tab, sign in to WebEx.
2. Select WebEx Products in the drop-down menu.
3. Enter your email address in the respective field.
4. Click Next.
5. Enter your password.
6. Click Sign In.
7. Click the Site Administration tab.
8. In the left menu, click Services.
9. Under Meeting, select View All.
10. Click the options menu titled Configure.
11. Click Site Information.

Inserting WebEx Credentials into SharpSpring

To integrate WebEx, you need to enter your WebEx credentials in SharpSpring. To insert WebEx credentials, do the following:

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:

Adding WebEx Fields to Forms

To add the WebEx field to a form, do the following: