Integrate GoToWebinar with Infusionsoft Seamlessly Using Zapier

Streamlining your webinar and marketing automation tools can transform the way you engage with your audience, and integrating GoToWebinar with Infusionsoft using Zapier makes it remarkably straightforward. This step-by-step guide will help you set up a smooth integration for more efficient event management and follow-up campaigns.

To begin, ensure you have active accounts for GoToWebinar, Infusionsoft (also known as Keap), and Zapier. Once you're logged into each platform, the setup process can commence.

Step 1: Start Your Zap

Navigate to your Zapier dashboard and click the 'Make a Zap' button. This will be your workflow, which connects your apps and automates your tasks.

Step 2: Choose Your Trigger App

Select GoToWebinar as your trigger application. This means that your Zap will initiate whenever the specified action in GoToWebinar takes place, such as when a new webinar is scheduled or when someone registers.

Step 3: Define The Trigger

After selecting GoToWebinar, choose the specific trigger event you want for your workflow – for example, New Registrant. Connect your GoToWebinar account by signing in through Zapier and approve the necessary permissions.

Step 4: Select Your Action App

Next, choose Infusionsoft as your action application, where the result of your trigger will be applied. This could involve creating a new contact, tagging a registrant, or updating a contact record.

Step 5: Customize The Action

Customize what you want to happen in Infusionsoft when your trigger event occurs. You may be prompted to fill out additional details or to map data fields from GoToWebinar to corresponding fields in Infusionsoft.

Step 6: Test Your Zap

Before making your Zap live, it's crucial to test it to ensure that the information flows correctly between GoToWebinar and Infusionsoft. If the test is successful, you can turn on the Zap and let it run automatically.

Step 7: Monitor and Optimize

After your Zap is active, monitor its performance. You can adjust settings or refine workflows as needed to make sure you're getting the most out of your integration.

In conclusion, setting up Zapier with GoToWebinar and Infusionsoft enhances your ability to engage with participants and effectively manage your webinar leads. Follow these steps to create a seamless connection and elevate your marketing automation strategies.