HELP FILE

How do I tag new GoToWebinar registrants in Infusionsoft?

Automatically register tagged Infusionsoft contacts to a GoToWebinar event through Zapier, a third-party product that connects the web apps that you use (e.g., Gmail, Salesforce, LinkedIn) and easily moves your data between them.

Prepare GoToWebinar and Infusionsoft accounts

Learn more about Infusionsoft on Zapier here.
  1. Sign in to your account at https://dashboard.gotowebinar.com.
  2. Schedule a new webinar event.
  3. To connect Infusionsoft to GoToWebinar, make sure you have created an Infusionsoft list.

    Note: GoToWebinar requires a first name, last name and email address to create registrants.

Tag registrants in Infusionsoft

  1. Add new GoToWebinar registrants by tagging them in Infusionsoft.
  2. Sign in to your Infusionsoft account.
  3. If prompted to allow Zapier access, click Allow.
  4. Specify the Infusionsoft tag which will trigger a contact’s registration to GoToWebinar. Click Save + continue.
  5. Make sure you have scheduled a webinar in GoToWebinar. If you have, click I created a webinar. Continue!
  6. Sign in to your GoToWebinar account.
  7. After selecting your scheduled webinar from the drop down-menu, match the fields from Infusionsoft with the fields in GoToWebinar.
  8. Click Save + finish! to complete the Zap.
  9. Now test the Zap to make sure it works. Once you're satisfied with the results, you're all set to register tagged Infusionsoft contacts to GoToWebinar.

    Note: To make changes to your Infusionsoft and GoToWebinar integration, sign in to your Zapier dashboard. To lean more, see here.

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