Univid:s easy to use Salesforce webinar integration enables:
✅ Use Univid as import engine of registrants
✅ Use Univid's emails for reminder, confirmation, and follow-up
✅ Use your own custom emails in Salesforce with personal links
✅ Sync attendee status from your webinar
Either on CampaignMember or as a Campaign Event
✅ Sync engagement data from your webinar into Salesforce contacts:
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.
And some of the data that is synced between Univid and Salesforce.
Table of contents
Setup overview
Will this integration work with my Salesforce setup?
Yes, the Univid x Salesforce webinar integration is compatible with all Salesforce setups - as it uses Salesforce Campaigns (standard object), meaning you can use it together with either:
Marketing Cloud ✅
Pardot (Marketing Cloud Account Engagement) ✅
Plain Salesforce (SFDC) ✅
It should also work nicely if you work with a integrated system to Salesforce, for example Marketo or similar.
Quick Setup vs. Salesforce Flows
There are two ways to integrate Univid with Salesforce depending on how advanced your setup needs to be.
(A) Quick Setup of Salesforce
The quickest way to get started is to use Univid to automatically sync webinar registrants into your Salesforce Campaigns.
This setup works well if you want a lightweight implementation with minimal configuration, where you use the built-in registration pages in Univid.
Best for:
Simple webinar syncing
Campaign reporting
Fast setup
Get webinar engagement data back into Salesforce
→ Setup time: ~15 minutes
(B) Salesforce Flows (recommended)
Most teams choose to build reusable Salesforce Flows and automation on top of Univid webinars.
This requires a bit more setup initially, but gives you a much more scalable and flexible integration long-term. Once configured, the same flows and logic can automatically be re-used across all future webinars.
Best for:
Using your own forms in Salesforce/Pardot for registration
Sending your own emails
Lead routing & lead scoring
Automated follow-up
Custom CRM workflows
Scalable webinar operations
Get webinar engagement data back into Salesforce
→ We can help guide you through the setup during onboarding.
Option A - Quick Setup of Salesforce
What this quick setup of Salesforce to Univid includes:
Sync registrants to Salesforce from built in Univid registration pages
Sync attendance status
Sync webinar engagement fields
Create/update Leads or Contacts
Step 1 - Connect Salesforce
Navigate to your organization in Univid. If you don't have one yet, please create an account and webinar here.
Then go to the "Integrations" tab in the left sidebar.
On the Salesforce integration card - press the "Configure" button.
Step 2 - Authorize Univid
Now you are ready to press "Integrate Salesforce" in the popup, and authenticate Univid against your Salesforce account.
Finally, double check that the integration is connected by looking at the Salesforce integration card. It should say have a green status indicator saying "connected".
Step 3 - Map fields
Depending on your Salesforce setup, you can configure which in what priority the sync should take place.
Either prioritize to sync a Lead object, Contact object, or if it should prioritize to Create New Lead.
Note: this way you can choose if the integration should only create a Campaign Member if there is an existing lead/contact so it does not break any existing automations.
What registration form fields are synced?
By default first name, last name, and email is synced from Univid to Salesforce.
If you want to get additional custom fields from the Univid registration forms into Salesforce, please contact Team Univid.
Tip: You can also run registration via your own Salesforce/Pardot forms, if you want custom fields synced and full control - using the Salesforce Flows setup.
Step 4 - Add Campaign ID to the Univid webinar
For the webinars to sync to your Salesforce Campaigns in the Quick Setup, you need to add each Campaign ID from Salesforce to the right webinar in Univid (this is done automatically in the Advanced Setup).
First, find the Campaign ID in Salesforce.
Secondly, add this Campaign ID to Univid - simply copy and paste it into the webinar you want to connect the Campaign to.
Step 5 - Test registration sync
Now the webinar registration sync should be all set up using the Quick Salesforce Setup. You can test things out by registering on the registration page.
You should then see the Contact/Lead being added in your Salesforce Campaign as well ✅.
Remember: When setting up future webinars, remember to repeat step 4 (and optionally step 5).
Nice job - you are now done! 🎉 Finally, to include webinar engagement data in the sync as well, please see the last Chapter - Get Webinar Engagement Data Back into Salesforce.
Option B - Salesforce Flows (recommended)
To use salesforce flows, you have to connect Univid to your salesforce CRM, setup credentials in order to create two flows. The first flow will create a webinar in Univid once a campaign of type webinar is created. Second flow will be to actually register a campaign Member. Lets get started.
Chapter overview:
1. Connect Univid
Follow step 1-3 within option A.
2.1 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.
2.1.1 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 then select the External credential you created in step A.1.
A.3 Obtain credential settings from Univid
Contact Univid and request Credential settings for the Salesforce integration. Note that step 2.2.2 will not work without this setting.
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.
2.1.2 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
2.1.3 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 in 2.1.1 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.
2.1.3 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).
2.2 Flow: Register Campaign Member to Univid
To invite CampaignMembers to the Univid webinar, we must do another Flow, with another HTTP Callout. For simplicity this flow will be made without dynamic variables. However, if you do not wish to create a flow for each Campaign, leverage the Flow element "Get record" to access a Univid Organization Id which you have added to the Campaign Object within Salesforce.
Note: if you prefer, you can also use the built in registration pages in Univid with the Salesforce integration. You can enable it within the Salesforce settings within Univid. That way you will not have to do 2.2 and 2.3 but have an automation of the Salesforce Campaign being connected to a Univid webinar.
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 (contact Team Univid for instructions).
2.2.1 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 (note: 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 Salesforce) has the following values filled in:
Email (email)
First name (firstname)
Last name (lastname)
2.3 Custom landing page
Note: 💡This step is not mandatory
If you want to re-direct to your own custom landing page at all times, avoiding people registering on the Univid registration page (if you share it) - you can add it under the "Custom landing page" option in the Univid webinar.
Go to the left menu in the webinar, then check "Custom landing page" and enter the link to a custom landing page. It's simple:
In your form builder tool, make sure the form can be accessed via 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.
Sync Webinar Engagement Data into Salesforce CRM
Upon ending a webinar, data gets automatically synced into Salesforce. The data is tied to a CampaignMember.
The integration is deep and syncs a lot of engagement data points from the webinar in Univid back to Salesforce such as attendance, polls answers, call-to-action clicks, reactions, Q&A questions, and chat messages - that are synced on contact level.
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 assist configure your preferred way.
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
UnividWatchTime
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, rinse 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 initiate contacts with the warmest leads.