How do I integrate GoToWebinar with Circa?

Schedule, track and sync GoToWebinars

With Circa's GoToWebinar integration, your team can schedule GoToWebinars from within the Circa platform, as well as track and sync attendee data in real time.


Setting up the GoToWebinar Integration

To enable the GoToWebinar integration for your entire Workspace, Admins must first sync Circa with a GoToWebinar account that has Admin privileges. This step only needs to be done one time — after this, all Workspace members with Full Access may utilize the integration. 

To first set up the integration, Workspace Admins should:

  1. Navigate to Settings > Integrations > GoToWebinar
  2. Click the blue "Connect" button
  3. In the pop-up window, select "New authentication"
  4. In a second pop-up window, follow the prompt to log-in to your GoToWebinar account
  5. In a third pop-up window, click the blue "Allow" button to complete the integration process
  6. Back in the original pop-up window, click the blue "Finish" button

After following the steps above, any GoToWebinar users with accounts connected to the GoToWebinar Admin account used for setup will be able to create and track Webinars through Circa.


Using the GoToWebinar Integration

Creating new GoToWebinars

There are two ways to create new GoToWebinars from within Circa.

Workspace Admins and Full Access Team Members can create a Webinar at the same time as they create a new event.

  1. In the "Create New Event" window, select virtual from the Event Format drop-down menu and then select "GoToWebinar" from the Virtual Location Type drop-down menu
  2. Select the GoToWebinar user whose account the Webinar should be created under
  3. Use the drop-down to select between linking the event to an existing Webinar or opt to create a new Webinar

To add a GoToWebinar to an existing event:

  1. Navigate into any future event and click 'add virtual Meeting/Webinar'
  2. Select "GoToWebinar" from the Virtual Location Type drop-down menu
  3. Select the GoToWebinar user whose account the Webinar should be created under
  4. Use the drop-down to select between linking the event to an existing Webinar or opt to create a new Webinar

Tracking Attendee Data

Once an event in Circa is connected to a GoToWebinar, you can easily track and export audience attendance data or sync it with your CRM.

To view attendance data, navigate to the Contacts tab within your target event.

  • Anyone registered for the GoToWebinar will be added as a Contact in Circa and displayed in this tab.
  • Enable the "Join Time," "Leave Time" and "Time in Session" columns to see which Contacts joined your GoToWebinar session and for how long.
  • Use the actions menu (three gray dots) at the top, right of the table to export this data as a CSV file.


A few notes:

  1. Once a GoToWebinar is connected to an event, clicking on the "GoToWebinar" Location link from within that event in Circa will launch the Webinar.
  2. To view GoToWebinar hyperlinks along with other event info, enable the "Virtual Location" column within your Events Dashboard and/or published Event Calendars.  
 

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