Using Zoom Events in Salesforce (Zoom for Lightning)

After an admin has installed the Salesforce integration and configured the integration with Zoom Events, Salesforce users can start syncing Zoom Events information and adding campaign members to those events. This article guides users through the various features available to them with the integration.

This article covers:

Prerequisites for using Zoom Events with Salesforce

Note: If the app is not installed or the features are not available, contact your Zoom and Salesforce administrators.

How to authorize Salesforce to access your Zoom Events

Before using Salesforce with Zoom Events, at least one user with access to the Zoom Events hubs you want to manage and sync must authorize Salesforce to access their Zoom Events account.

  1. In the top navigation bar, click Zoom User Config.
  2. In the left panel, click Zoom Event Settings.
  3. Under the User Authorization section, click Authorize from Zoom App Marketplace.
  4. Sign in to the appropriate Zoom account (if not already).
  5. Review the permissions and click Allow.
    Note: A Zoom account can only be connected to one Salesforce account at a time.

How to create Zoom Events in Salesforce

Currently, Zoom Events cannot be created within Salesforce and instead must be created and published through Zoom Events directly. Learn more about creating a Zoom Event.

How to manage your events through Salesforce

While a contact or lead can be added to a Zoom Event as a registrant from within a Salesforce campaign, all other campaign management, such as removing or changing registrants, adding or removing speakers, and changing scheduled dates and times, should be done through Zoom Events directly.

Note: Any Zoom Events information sent by Zoom to Salesforce is only pushed once upon initial creation. If any of this information is deleted within Salesforce, there is currently no way to push this information again from Zoom, and instead, the user would need to manually recreate these details in Salesforce.

Select a default ticket type for the Zoom Event

If enabled and added to the Zoom Event object, a dropdown menu may be provided for the Salesforce user to choose the default Ticket Type for that event in Salesforce.

  1. Find and open the Zoom Event within Salesforce that you want to edit.
  2. Depending on where your Salesforce admin has placed it, find the Select Ticket Type field.
  3. Next to Default Ticket Type ID, use the dropdown menu to select the default Ticket Type you want to be used for this event.
    This Ticket Type will be used as a fallback, if the Ticket Type ID Source has been enabled and selected by an admin. If not enabled and configured by admins, this choice is used as the default.

Add a contact or lead to a Zoom Event

  1. In the top navigation bar, click the Campaigns tab.
    Alternatively, click the 9-dots icon in the top-left corner, to search for and select Campaigns.
  2. Find and click the campaign you want to add contacts or leads to.
    If you do not see your campaign, click the Recently Viewed dropdown menu and select All Active Campaigns to view additional campaigns.
  3. Under the Campaign Members section, click either Add Leads or Add Contacts.
  4. Search for and select the lead(s) or contact(s) you want to add to the campaign.
  5. Click Next to save those selections.
    A confirmation window will open.
  6. Verify the Campaign and Member Status fields are correct, then click Submit.
    Any Leads or Contacts added to the Salesforce campaign not currently registered in the Zoom Event will be automatically registered to the linked event using the Ticket Type ID Source, if enabled and selected by an admin, or the default Ticket Type for the campaign is used as a fallback.

Send session information to Event Attendee object in Salesforce

Upon completion of a session, the Event Attendee object will be generated for each individual attendee of that session. All the Event Attendee objects will be tied to the appropriate lead or contact. If the lead or contact attends 5 sessions, they will receive 5 objects, and each object is populated with related in-session engagement data for the webinar or meeting session. The Event Attendee object will have the following engagement data written to it from Zoom Events: 

Note: Salesforce supports Zoom Events' third session type, No meeting or webinar (in-person event type). This session type is not connected with any meeting or webinar and will have its custom Hybrid object in Salesforce. If attendance activity occurs in Zoom Events after the session ends, it will be reflected in the smart campaign, and the attendee object will be updated for those contacts/leads.

How to manage Salesforce registration field mapping

Default Zoom Events registration fields are pre-mapped to corresponding fields in Salesforce, eliminating the extra time required used manually map fields.

Manage Salesforce registration field mapping in Salesforce

Configure Salesforce registration field mapping settings as an admin

  1. Sign in to Salesforce as the account admin.
  2. At the top of any page, click Setup .
  3. At the top of the page, click Object Manager.
  4. Under the Label column, search for and select Zoom Event.
  5. In the left navigation menu, click Page Layouts and access your Zoom Event page layout.
  6. Under Page Layout Name, click the page layout name assigned to your users.
  7. Under the top Zoom Event Layout box, click Custom Links.
  8. Click and drag the Zoom Events Fields Mapping Config to the Custom Links section.
  9. Under the top Zoom Event Layout box, click Save.
    The Zoom Events field mapping configuration will be saved.

Configure Salesforce registration field mapping

  1. Create and publish a Zoom Event on the Zoom Events platform.
    Note: Events must be created and published before they sync to Salesforce.
  2. Find and open the Zoom Event within Salesforce.
  3. On the detail page, click the Zoom Events Fields Mapping Config link.
    You will be directed to the Salesforce Integration field mapping page.
  4. Select Zoom Events fields and Salesforce fields.
    The Zoom Events fields come from the Zoom Events registrant questions. The Salesforce fields come from the Salesforce Campaign Member.
  5. Click Submit.

Once registration is complete for the Zoom Event, the questions and answers will sync to the Salesforce Campaign Member.