Salesforce and Zoom Webinars

Overview

The Zoom integration for Salesforce supports Zoom Webinars through campaigns. When a Webinar is created in Zoom, a campaign will automatically be created in Salesforce.

Prerequisite

  • Zoom Account with Webinar License
  • Salesforce Domain for Salesforce Lightning

Configure Zoom Webinar Settings

  1. From the App Launcher, navigate to Zoom Config.
  2. In order to use the webinar integration with Salesforce, you will need to authorize Salesforce to receive your webinar information. In the Webinar Settings section, click here to authorize access.
    WebinarSettings
  3. Click Authorize.
    OAuth
  4. Once access is authorized, you will be able to configure the specific settings.
  5. You will see the Zoom Webinar Settings. Here you can enable:
    WebinarSettings
    • Create a campaign for each webinar: When you create a Webinar on Zoom, a campaign will automatically be created with that title.
    • Add registrants as campaign members: Once your webinar registrants register for your webinar, they will be added as campaign members in Salesforce.
    • Create new lead: Enable this setting to create a new lead for your registrants.
  6. Save your settings.

Verify the Integration

Once you have authorized Zoom and Salesforce, you will want to ensure that Webinars properly trigger campaigns. Perform the following steps:

  1. Create a Webinar on the Zoom portal and set reigstration approval to manually approve.
  2. Create 2 different registrants for the webinar as a test.
  3. Navigate to Salesforce and login.
  4. Navigate to the Zoom Webinars page on Salesforce and verify that your webinar is listed. Note: You may need to refresh the page to synchronize Zoom and Salesforce.
  5. Click the webinar and scroll down to Registrant Management
  6. Click Pending Approval and verify that your two registrants are listed.
  7. Approve one registrant and deny the other.
  8. Your denied registrant will appear in the Blocked tab while the approved registrant will appear in the Approved tab.

Managing your Zoom Webinar from the Campaign

Once you have scheduled a Webinar, Zoom will trigger a campaign created using the title of your Webinar. Once the campaign is created you are able to manage your webinar:

  • Approve or deny registrants
  • View your approved, blocked, pending registrants
  • Add, edit, and remove panelists