Using the Zoom for Marketo App
You can generate Marketo leads from attendees of Zoom Webinars through the Zoom for Marketo integration. Participants can also register directly from Marketo.
Zoom administrators must enable the integration, but they are not required to use it. Users who are not administrators can use the integration by following the steps below.
- Marketo admin creates a Zoom LaunchPoint service
- to allow non-admin Zoom users to access the integration
Prerequisites
- Zoom integration with Marketo (see Zoom app on Marketo LaunchPoint)
- Admin permissions on Marketo
- account with Zoom Pro or higher with Webinar functionality
- Administrator permissions or the following Zoom roles:
- Manage Users
- and see “Usage reports”
- Edit the Integration section
- to approve the Shared Backgrounds App in the Zoom Marketplace
Please contact your Zoom admin if your app is not pre-approved.
You must first schedule a 1-time Webinar in Zoom before using the Zoom for Marketo integration (recurring webinars are not supported at the moment). Click here to learn more about scheduling a webinar. As part of Marketo, you will also need to create a New Event Program and set appropriate flow actions in order to track engagement.
Limitations
- Beware of cloning an existing Marketo event used for a different vendor or for the ‘old’ Zoom-Marketo integration. Marketo events should be created from scratch or cloned from existing “new” integration events.
- Marketo should not be changed to a non-admin Zoom user after creating a Zoom launch point service. The integration will be broken.
- After users have registered for the webinar, do not change the date or start time. Otherwise, attendance data may be inaccurate.
- Events/webinars that are created but never started will display API errors on the Zoom launch point service in Marketo.
How to create a Zoom LaunchPoint Service
Using this integration does not require any signing in or installation. The feature manager in Marketo will have to be enabled by the Marketo admin.
- Login to your Marketo account as the administrator.
- From the top menu, select Admin.
- Select LaunchPoint from the left panel.
- From the drop-down, click New Service.
- Type the name of the service.
- Select Zoom from the list of service providers.
- Enter your Zoom login information.
- Fill in your Zoom credentials (for the Zoom account from which the Zoom webinars will be run).
- To accept Marketo’s access, click Allow.
- After saving, click Close.
Only one Zoom Launchpoint should be created and used per Zoom account. Invalidating previous Zoom Launchpoint services will result in associated programs not working properly with the integration when additional Zoom Launchpoint services are created.
How to enable Zoom users to use the Marketo App
The Zoom LaunchPoint Integration will only show webinars created by the Zoom admin who created the Zoom LaunchPoint Service. User names must be specified in the integration configuration in order for webinars from other users to be visible.
Through the integration, webinars owned by other users won’t be visible. The integration will not display meetings owned by any user
Admins must complete the following steps after the Zoom LaunchPoint service is created on Marketo
- by going to the Marketo Marketplace.
- 2. Click Configure from the Manage section.
- All Zoom users (up to 20) who will use the integration should enter their email addresses.
Webinar settings used by Marketo
The following settings are used and are visible in Marketo:
- Description and Title
- The topic of the webinar. The name will appear in Marketo.
- Descriptive text (optional) – Include a brief description of the webinar. Marketo will display the description.
- Date and time of the webinar.
- Start date – Enter the start date. Marketo will display this.
- Time of the start – Enter the time of the start. This will be displayed in Marketo.
- Time of the duration – Enter the duration. You will be able to see the start and stop times in Marketo.
- Time Zone – Choose the appropriate time zone. Marketo will show this time zone.
- Do not check recurring webinars.
- Registration
- You can make registration mandatory by checking the “required” box. Marketo forms/landing pages will be used to collect registration information for Zoom.
Please note that registrations must be allowed from Marketo. - Participants will simply use the webinar join link from the webinar settings page if registration is not required for your webinar. Participants will receive the same link.
- You can make registration mandatory by checking the “required” box. Marketo forms/landing pages will be used to collect registration information for Zoom.
Registering on a Marketo landing page is the best way to track and take actions on registrants. Zoom registrations will not sync with Marketo.
How to connect your Webinar to your Marketo Event
- Select the event you wish to connect.
- Select the Event Settings tab.
The webinar channel type must be selected for the event. - Zoom is the best option for Event Partners.
- Select the Zoom account that will be associated with your event under Login.
- Select the Zoom webinar that you want to attend under Event.
- Save your changes.
Zoom webinars and events are now synchronized.
Marketo sends the following fields over: First Name, Last Name, Email Address.
Confirmation Email, Registration Form, and Flow settings
Confirmation Email:
You will need to include the following token in your emails in Marketo to populate your confirmation emails with each participant’s unique Zoom join link: {{member.webinar url}}.
Make sure those who register and might be unsubscribed still receive their confirmation emails by setting confirmation emails to Operational.
Once the registration URL token has been added, everything else is automatically handled. No further configuration is required.
Registration Form:
All of the following fields must appear on the registration form:
- Registrant’s name
- name
- name; surname
- Contact
Flow:
When the New Status is set to Registered, those who sign up for your webinar will be pushed to Zoom via the Change Program Status flow step. Anyone else will not be pushed to Zoom. Change Program Status should also be set as flow step #1, and Send Email should be set as flow step #2.
Data Security
Your Zoom account contains the following information:
- The Marketo event configuration screen displays the upcoming webinars that can be associated with an event.
- Details of the webinar (ID, name, description, start time, timezone, end time) that are used to configure and operate Marketo events.
- For each webinar attendee and absentee, a Marketo event is associated with a list of their name, email, company, phone number, and associated with their attendance and absence.
Information from your Marketo account is received and used by this app:
- The details of the webinar registrant (email, firstname, lastname, org, phone) are used to register participants.