If your account includes EasyCRM access, you can connect it to your EasyWebinar webinars in just a few clicks, then automatically send registrant data, webinar activity tags, and custom field values into EasyCRM.
This article walks you through:
Connecting EasyCRM to your EasyWebinar account
Enabling EasyCRM inside a webinar
Auto-tagging leads using “If / Then” rules
Sending advanced values (links, dates, etc.) using custom fields
1. Confirm EasyCRM Access in Your Dashboard
If EasyCRM is enabled for your account, you’ll see it in the left sidebar of your EasyWebinar dashboard.
Log in to EasyWebinar
Look at the left side panel
You should see CRM stacked below Library
Clicking CRM opens EasyCRM in a new tab
2. Connect EasyCRM from Integrations
From your EasyWebinar dashboard, click Settings
Go to Integrations
Open the CRMs section
You will see EasyCRM listed
Click Connect
If you have EasyCRM access, the connection happens automatically.
✅ Success Indicator:
Once connected, you’ll see a “Disconnect” status/button.
That means EasyCRM is successfully connected.
3. Connect EasyCRM to a Webinar
After connecting EasyCRM globally, you still need to enable it for each webinar you want to track.
Go back to your EasyWebinar dashboard
Open the webinar you want to connect
In the Overview section, open the Integrations panel
Find EasyCRM in the list
Hover over EasyCRM
Click Connect to Webinar
This opens EasyCRM’s automation mapping inside the webinar.
4. Add Automation Rules (If / Then Tag Mapping)
Inside the EasyCRM integration panel, you’ll see a rule builder with:
If (trigger)
Then (action)
Action Value (tag/custom value)
Example: Tag users when they register
In If, choose: Registered
In Then, choose: Add a Tag
In Action Value, type your tag name
Example format:
registered: paid event
Click Add New Tag
Click Save
Your “Registered” tag is now created in EasyCRM and will auto-apply for that trigger.
5. Add Multiple Tags for Different Webinar Events
You can repeat the same process to tag leads for other triggers.
Example: Tag users when they attend
Click Add Rule (or next rule line)
In If, choose: Attended
In Then, choose: Add a Tag
In Action Value, type:
attended: paid event
Click Add New Tag
Click Save
You can create tags for every option available in the If column
(e.g., Registered, Attended, Missed, Left Early, etc.).
6. Send Advanced Data using EasyCRM Custom Fields
Besides tags, you may want to send specific webinar values such as:
Webinar Join Link
Webinar Short Link
Replay Link
Webinar Date / Time
To do that, first create custom fields in EasyCRM.
Step A — Create Custom Fields in EasyCRM
Open EasyCRM from the left sidebar
(it opens in a new tab)Click your Profile icon (top-right)
Select Configuration
Click Custom Fields
Click Add New
Choose Field Type: Text
Enter Field Name
Example:webinar join linkChoose Is Required: Yes / No
Click Save
Repeat for any other fields you want to store.
Step B — Refresh Fields inside EasyWebinar
Return to your webinar’s EasyCRM integration panel
Click Reload Tags (refresh option)
Open Advanced Settings → Custom Fields
You should now see your newly created custom fields listed.
Step C — Map Custom Fields
In Custom Fields, locate the field you created
Example:webinar join linkMatch it with the corresponding EasyWebinar value
(Join link, replay link, date, etc.)Click Save
Now EasyWebinar will pass these values to EasyCRM for every lead.
7. What Gets Sent to EasyCRM?
Once your tags and fields are mapped:
Every new registration automatically creates/updates a lead in EasyCRM
Your tag rules apply based on user behavior
Registered → adds Registered tag
Attended → adds Attended tag
Left Early / Missed → adds those tags too
Any mapped custom fields are stored in the lead profile
Join link
Replay link
Date/time
Any other field you added
✅ Result: EasyCRM becomes your single source of truth for webinar leads and engagement.
Need Help?
If you don’t see EasyCRM in your CRM integrations list or sidebar, your account may not have EasyCRM access enabled. Please contact EasyWebinar support to get it activated.