Creating Zoom Webinars with the Zoom for Salesforce app


 

You can create Zoom Webinars with the Zoom for Salesforce app, as well as configure settings, registrants, and campaigns for the webinars.

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Accounts using this Zoom for Salesforce app can begin migrating to the new Zoom for Salesforce Lightning app, which will be supported long-term and supports additional Zoom products, including Zoom Meetings, Zoom Webinars, Zoom Phone, Zoom Contact Center, and Zoom Events. 

Learn more about how to migrate Zoom Meetings records, Zoom Webinars records, and Zoom Phone records in order to maintain historical records for interactions with contacts and leads. 

This article covers:

Prerequisites for configuring Zoom Webinars for Salesforce

How to configure Zoom Webinars settings for Salesforce

  1. From the App Launcher, access Zoom Config.
  2. To authorize Salesforce to receive your webinar information, under Zoom Webinars Settings, click here to display the authorization screen.
  3. Click Authorize.
    Once access is authorized, you can configure the specific settings.
  4. Under Zoom Webinars Settings, select the following check boxes:
    • 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.
  5. Save your settings.

How to verify the integration

You can test and confirm that the webinars properly trigger campaigns by creating two registrants for a webinar. Then, approve one and deny the other. Confirm that the registrants are displayed in the proper tabs.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Webinars.
  3. Create a Webinar and set registration approval to manually approve.
  4. Create 2 different registrants for the webinar.
  5. Log in to Salesforce.
  6. Access Zoom Webinars and click the webinar.
    Note: You may need to refresh the page to synchronize Zoom and Salesforce.
  7. Scroll down to Registrant Management and click Pending Approval.
  8. Approve one registrant and deny the other.
    The denied registrant appears in the Blocked tab while the approved registrant appears in the Approved tab.