Create a Sync to enable bi-directional communication between Fonteva Events and your preferred webinar platform (Zoom or GoTo).

Related Documentation. For information on how to create Connection Users and apply delegate hosting permissions, see the Add a Connection User page.

Sync an Existing Meeting or Webinar

To synchronize a Fonteva event with a meeting/webinar that already exists in your webinar platform:

  1. In Fonteva, open the event to be synced.

    1. Go to App Picker > Webinar Sync, then select the Events object.

    2. Alternately, the Events object can be accessed from the Events app.

  2. Select the Events item, then select the appropriate Event Name. The event record opens.

  3. In the Highlights panel, select Webinar Sync. The Create/Sync Event modal opens.

  4. In the Create/Sync Event modal Connection listbox, select the desired Zoom or GoTo Connection.

  5. In Type, select Meeting or Webinar. In the following steps, “Meeting” is selected, but the steps are the same if “Webinar” is selected.

  6. Select Search Existing Meetings. The Create/Sync Event modal opens.

  7. Select the radio button next to the appropriate meeting. (Do not select the meeting name; doing so will launch the meeting.)

  8. Select Connect the Selected Meeting. The Create/Sync Event modal updates to show only the selected meeting/webinar.

  9. (Optional) To update the existing Zoom or GoTo meeting/webinar name to match the Fonteva event name, select the Please check if… checkbox. Note that this option does not update the Event Display Name.

  10. (Optional) When connecting an existing GoTo webinar, select the Delete remote registrants without attendee record checkbox to remove GoTo registrants that are not registered in the Fonteva event.

  11. Select Connect. The selected Zoom meeting/webinar syncs with the Fonteva event, and the Sync Details modal opens.

  12. Review the Sync Details, then select Close.

Sync a New Meeting or Webinar

When using Webinar Sync to create a new meeting/webinar, Zoom Connections offer more options than are available when using GoTo Connections. This discrepancy stems from the options provided by the webinar platforms.

To synchronize a Fonteva event with a meeting/webinar that has not yet been created in your webinar platform:

  1. In Salesforce, go to App Picker > Webinar Sync.

  2. Select the Events item, then select the appropriate Event Name. The event record opens.

  3. At the top right, select Webinar Sync. The Create/Sync Event modal opens.

  4. In the Create/Sync Event modal Connection listbox, select the desired Zoom or GoTo Connection.

  5. In Type, select Meeting or Webinar. In the following steps, “Meeting” is selected, but the steps are the same if “Webinar” is selected.

  6. Select Create New Meeting. The New Meeting modal opens.

  7. Confirm the appropriate Zoom Connection is selected.

  8. (Optional) If the logged in user has the Delegate Host permission, select the appropriate host. The Host defaults to the logged in user.

  9. Complete the meeting/webinar configuration settings as needed.

  10. (Optional) If using a Zoom connection, the Alternative Hosts field can be used to identify additional event hosts.

    1. Enter the email address for each additional host. Use commas to separate multiple addresses.

    2. Alternative hosts require:

      1. A Salesforce user account.

      2. Access to the appropriate Zoom account.

      3. Connection User authorization on the appropriate Webinar Sync Connection.

  11. Select Create. The meeting/webinar is created in the selected Zoom account, and the Sync Details modal opens.

  12. Review the Sync Details, then select Close.