Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- 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?
- GatorSurvey
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- Posted Invoices to Xero Invoices
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- New Case to Google Drive folder
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- QuickBooks Online
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- Multistep Zaps
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- RevenueGrid Intelligence and Engage
- Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
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- Comments
- People & Organisations
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- Introduction to Reporting
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- Introduction to Charts
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- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
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- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
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- Releases & Roadmap
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.