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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. Connecting WebEx to SharpSpring is a one-time process. This article provides information on integrating WebEx with SharpSpring.

Important: Only the WebEx Event Center Edition can connect to SharpSpring. In addition, 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. The following information may be outdated.

The following user roles can integrate WebEx:

  • Administrators

Forms are accessed through the  0NavMarketing.png  toolbar.


Article Contents


Locating Your WebEx Credentials

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

  1. 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. 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.  
  


Click to enlarge.


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.
  


Click to enlarge.


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