Implementing a webinar registration process in Acumatica - Everything Else https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/ Acumatica User Group Forums en-US Tue, 06 Oct 2026 16:32:47 +0000 wpForo 60 RE: Implementing a webinar registration process in Acumatica https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6951 Fri, 17 Jul 2020 22:36:49 +0000 Carl, thanks a lot. I knew about this but hate to use different systems. Yes, I agree I will have to use HubSpot and Mailchimp.

Thanks for your help.

Toon

]]> Everything Else ToonSix https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6951 RE: Implementing a webinar registration process in Acumatica https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6514 Mon, 04 May 2020 00:39:09 +0000 Hi Toon, 

It should be straight forward, use HubSpot to capture the interest, lead information and import into Acumatica using the Hubspot data provider out of the box, next would be to push the data into say Mailchimp to send out details for the webinar, this can be used https://www.piesync.com/acumatica/. Seems pretty straight forward using the connected applications screen.

Mailchimp sends the invite out, upon receiving the email the contact will register for the event using the tools in your webinar tool, this is available in Zoom and Gotomeeting.

Hold the webinar and you would have to reconcile who actually attended versus those registered but send a video link to those who did not attend.

Makes sense?

]]> Everything Else Carl Brooks https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6514 Implementing a webinar registration process in Acumatica https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6468 Wed, 22 Apr 2020 23:54:38 +0000
I sent this to Doug Johnson, and asked him how to do it in Acumatica, or if there is already a customization for this. 
 
Hi Doug: I am trying to build a webinar registration form in Acumatica CRM to invite prospects to attend my webinar. I want to do the following steps:
  1. Build a registration form to be stored in the website of www.intercs.com 
  2. Send out a mass email to a marketing list, that has the weblink to the registration form in the website of intercs.com 
  3. When a person sees the email, completes the registration form and submits it, that person receives a confirmation email with all the information for attendance
Possible Solution: Using Acumatica
  1. Build a registration form using the acumatica web services as shown in your old video (link a webform to Acumatica using web services): https://youtu.be/6u7-6YBwJxc , and store in the website of intercs.com 
    1. Do you have an updated video? 
  2. Sending out a mass email using Acumatica CRM marketing campaign: no problem. easy to do
  3. When a person submits his/her registration, email a confirmation 
    1. For a CRM contact, create a business event that triggers a confirmation email
      1. Not so easy to do. Will require some programming
Possible Solution: Using MS Teams or Zoom or RingCentral or GoToMeeting or ..
  1. MS Teams or Zoom or .. gives the weblink 
  2. Send out emails with that weblink via Acumatica using mass email
  3. That weblink takes the recipient to a MS Teams or Zoom or .. registration webpage in MS Teams or Zoom or..
  4. Recipient registers, and gets a confirmation email from MS Teams or Zoom or ..
  5. Import all those registrants into Acumatica CRM contacts, and create an event for that webinar registration. 
How does Acumatica do it?
  • Do they use Hubspot? 
Thanks for your advice
 
Toon Six
ToonSIx@intercs.com
]]> Everything Else ToonSix https://www.augforums.com/forums/everything-else/implementing-a-webinar-registration-process-in-acumatica/#post-6468