- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
-
Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Event & Webinar Integration Tools
Workbooks provide a few different integrations with online Webinar tools directly from our Events record type. Which option is best suited for your business depends on the features you require and the tools you have already implemented. Currently, the integrations that we have available are GoToWebinar and ON24.
All of the integrations listed are compatible with each other so it is possible to use more than one tool across the business if required. We'd recommend that you configure separate Form Layouts if you are planning to use multiple integration tools to control which users have access to different functions.
The table below compares the functionality of each integration to help you decide which option is most suited for your needs.
Feature | GoToWebinar | ON24 |
---|---|---|
Installation Plugin to aid easy deployment to Workbooks users* | ![]() |
![]() |
Support for synchronisation to multiple target system accounts | ![]() |
![]() |
Schedule a Webinar from a Workbooks Event | ![]() |
![]() |
Schedule a Webinar by copying a previously scheduled webinar from the target system | ![]() |
|
Update a scheduled Webinar in the target system from a Workbooks Event record and automatically notify registrants | ![]() |
|
Cancel a scheduled Webinar in the target system from a Workbooks Event record and automatically notify registrants | ![]() |
|
Schedule an On Demand Webinar from a Workbooks Event | ![]() |
|
Synchronise Event Speakers to automatically create Panelists against a Webinar in the target system | ![]() |
|
Synchronise Event Attendees to automatically create Registrants against a Webinar in the target system | ![]() |
|
Synchronise Webinar attendees from the integrated system back to Workbooks Event Attendees updating statuses to Attended or Absent | ![]() |
![]() |
Create Webinar Questions as Workbooks Activities for follow up after the Webinar | ![]() |
![]() |
Create Online Activities for each Webinar Attendee for scoring purposes | ![]() |
![]() |
Synchronise Survey Responses to Online Activities | ![]() |
|
Synchronise Poll Data to Online Activities | ![]() |
* Some manual steps are required.