Univids easy to use Salesforce webinar integration enables:
✅ Use Univid as import engine of registrants
✅ Use Univids email communcation
✅ Build your own emails with personal links
✅ Obtain attendee status from your webinar on CampaignMember or as a Campaign Event
✅ Get engagement data from your webinar into Salesforce:
Who clicked your CTA?
Who answered what in polls?
Chat messages
Q&A answers
Watch time
And much more..
To get quickly started, check out the video below, giving you an overview of connecting, and adding Campaign Members into Univid.
Table of contents
1. Authenticate in Univid
Make sure to have access to the wanted Univid room to connect to HubSpot. If you are just getting started create an account and room here: https://app.univid.io/createsession
Do the following steps:
1.1. Navigate to integrations on the Organization page
1.2. Click Connect Salesforce to organization
1.3. Success!
Keep in mind that webinars must be connected to a Salesforce Campaing (see below).
2. Notify Univid
Below we instruct how to notify Univid that a registration has been submitted using either a flow (see 2.2). Or, a quicker but les customizable approach directly add a Campaign to Univid (see 2.1).
Chapter overview:
2.1 Connect a campaign
It is recommended to setup flows (2.2), you can however opt in to manually insert the Campaign ID. Simply reach out and Univid can activate it. Once enabled you can input the Campaign ID within the integrations tab.
2.1.1 Locate Campaign ID
2.1.2 Add Campaign ID to Univid
Once you have gotten the feature activated (by contacting Univid), you save the input the Campaign ID within the integrations tab (found via the left menu, Access & registrants).
2.2 Flow: Automatically connect a campaign
Flows are a highly flexible way of deciding which Campaigns should actually be webinars, and get created within Univid. Follow our flow example below, starting with a trigger of Campaign with the end result of the Campaign appearing within Univid.
2.2.1 Prep work: HTTP Callout
Salesforce is great in terms of security and high customization. This means that permissions and a few rules must be created. In short we need:
A. Named Credential (External Credential)
B. Permission sets
A. Named Credentials
A.1 External Credential
A.1.1 Add Principial
Scroll down and locate Principials, create a new one.
Below is an example of what you can name it.
A.2 Named Credential
Head back to first tab, and click New in order to create a Named Credential
Within New Named Credential popup set the URL to:
https://api.univid.io/salesforce/univid/organization and select the External credential you created in step A.1.
B. Permission set
It is now time to set the permissions for the external credential access. Within Setup, navigate to permissions sets within the Users category.
B.1 Create a new permission set.
B.2 Add your user to the permission set.
B.3 Add the External Credential
Navigate to External Credential Principial Access
Locate the edit button of External Credential Principial Access.
The final step is now to enabled the credential by pressing Add.
2.2.2 Flow with a trigger
Navigate to flows within Setup
Choose Record-Triggered Flow
Adjust so that the trigger occurs when a Salesforce Campaign is created, Univid also recommends to only do so for Campaings with the type Webinar.
Then save the flow using a readable name, for example: Univid Create Webinar
2.2.3 Notify Univid
To create a Univid webinar tied to the Campaign, add an HTTP Callout action.
Choose HTTP Callout in the bottom of the right menu.
Set name and choose the Named Credential.
Set a label, choose POST Method and insert /{organizationId}/webinar
If you haven't created a Salesforce Campaign yet, now is the time to do so. Obtain the id, see illustration of 1.1 Locate Campaign ID.
Once you have the ID, insert it in the following snippet and paste to the Sample JSON Request.
{
"campaignId": "<CampaignId>",
"name": "Salesforce x Univid",
"startDate": "2027-01-01",
"endDate": "2027-01-01",
"description": "Awesome webinars"
}Note that you can save a template within Univid to reuse, branding, language and other settings.
Now what's left is to obtain the organization Id from Univid (navigate to Univid organization and look in the browser search field). Insert the organizationId in the upcoming steps and press "connect".
Now all you need is to map the Campaign Records Variables to your created HTTP Callout. Using an Assignment.
Below is an example of how to select Campaign ID.
2.2.3 Validate creation of webinar
After enabling the Flow, head over to Univid and make sure the webinar has appeared (obs it can take a few minutes for the contact to appear in Univid).
2.3 Flow: Register Campaign Member to Univid
To invite CampaignMembers to the Univid webinar, we must do another Flow, with another HTTP Callout.
In the same manner as the last one, create a Flow (trigger based) named Univid Register <My Campaign Name>, below there is an example.
The HTTP Callout expects the following input:
{
"campaignMemberId": "<a campaign member id>"
}With the the URL: /{organizationId}/salesforcecampaign/{campaignId}/registrant
Bonus: you can store the personal link within the "action output" of this action. This can be useful when creating a custom confirmation email (see X.Y.Z to learn more).
2.3.3 Validate notification
After enabling the Flow. It should now be all set! A good way to quality assure the flow is to test signing up and checking if the contact is visible inside Univid (obs it can take a few minutes for the contact to appear in Univid). This quality assurance is only possible if you have access to the email you tested with.
Furthermore, make sure the contact (upon being registered in HubSpot) has the following values filled in:
Email (email)
First name (firstname)
Last name (lastname)
2.4 Custom landing page
💡This step is not mandatory
In the left menu you can input the link to a custom landing page. It's simple:
In your form builder tool, make sure the form can be accessible via a link.
Copy the link to the form
In Univid, head over to the left menu
In Univid, activate custom landing page and paste the link
Univid provides an out of the box landing page (registration page). However you are able to use a custom landing page, which for example can be built within Pardot.
3. Webinar Data Transfer into Salesforce CRM
Upon ending a webinar, data gets transfered into Salesforce. The data is tied to a CampaignMember. The attended status of a CampaignMember appears as a Campaign Event. However it can also be synced with the Status field. Reach out to Univid and we can configure your prefered way.
3.1 Setup fields for interaction data
Head over to the object manager and create fields for the data you would like to capture:
UnividPollResponses
UnividCallToActions
UnividReactions
UnividChats
UnividQuestionBoxes
At the object manager, locate the "new" field button (create a new field). In the wizard, set the type to Text area (long). At the second step the picture below illustrates the step of naming the chat field (UnividChats).
Once created, rince and repeat for any relevant field.
You can work with these fields in many different ways, perhaps build a flow calculating a lead score, which makes it easier for sales to quickly initatie contacts with the warmest leads.