Connect a webinar to a Salesforce campaign and its members and statuses stay aligned in both systems. This is separate from your platform sync, so you can sync to Salesforce whether or not the webinar is connected to Zoom, Sequel, or Goldcast.
Connect to Salesforce
Prerequisites:
- Salesforce is connected to your workspace. See Salesforce Setup.
- If you’re linking an existing campaign, it isn’t already linked to another Conversion campaign or webinar.
Steps:
- Open the webinar and go to the Overview tab.
- In the Integrations section, click Connect on the Salesforce campaign card.
- Choose to sync to a new Salesforce campaign or an existing one, then pick the campaign if you chose existing.
- Click Confirm and sync.
Creating a new campaign runs in the background, so the card shows Connecting for a moment and updates on its own. Once connected, View in Salesforce opens the campaign in your org.
A Salesforce connection can’t be changed or removed, and a Salesforce campaign can be linked to only one Conversion campaign or webinar.
Syncing to a new campaign
Conversion creates a Salesforce campaign with the same name as the webinar, adds the webinar’s six statuses to it with Attended and Attended On-Demand marked as responded, and syncs across any members already on the webinar.
Linking an existing campaign
Linking runs a two-way sync of the members, following the shared sync rules. Members whose Salesforce status doesn’t match one of the webinar’s statuses are set to Invited.
Add the six webinar statuses to the Salesforce campaign before linking so members land on the right status instead of falling back to the default. They are Invited, Registration Error, Registered, Attended, No Show, and Attended On-Demand.
Ongoing sync
Once connected, statuses sync both ways for the life of the webinar, following the shared status sync behavior.
What’s useful about this on a webinar is that everything your platform reports reaches Salesforce without anyone touching it. Someone who registers on the Zoom registration page becomes Registered in Conversion and on the Salesforce campaign member, and the move to Attended or No Show after the session is pushed out the same way. Changes your sales team makes in Salesforce flow back into Conversion. 
