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WebEx Integration Overview

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Nik Schultz
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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.


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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:

  1. In a different browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar,
    click  user.png  User Settings > Settings.
  3. In the left panel, under 3rd Party Settings, click WebEx Credentials. 
  4. Enter the following WebEx credential information:

    •   WebEx User Name
    •   WebEx User Password (optional)
    •   WebEx Site ID
    •   WebEx Partner ID
    •   WebEx URL
  5. Click Save Settings.  
  


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


Adding WebEx Fields to Forms

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

  1. In SharpSpring's top toolbar, click
    Content > Forms.
  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.
  


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