Using Zoom Webinars for Salesforce

With Zoom integration you can automatically create Salesforce campaigns with the name of your Zoom webinar as the title when you create Zoom webinars.

You can do the following things with Zoom Webinars and Salesforce integration by integrating Zoom Webinars with Salesforce:

• See who has been approved, who has been blocked, and who is pending.

• Registrants will be approved or denied based on their application.

• Make sure webinar registrants are added to the campaign as members.

• Bring in new leads by creating new campaigns.

See Scheduling a webinar with registration for information about how to create Zoom Webinars.

Prerequisites for using Zoom Webinars for Salesforce

• I have a Zoom account with a license for Webinars.

• Salesforce Lightning domain for the Salesforce CRM system.

• Zoom Webinars have been configured in Salesforce by the Salesforce administrator. Check out Zoom’s webinar settings to see what you can do.

How to register webinar attendees

If you would like to register attendees, you can do so by:

• You can schedule a webinar using the Zoom web portal, and then send the link to participants so that they can register for the webinar.

• It is possible to add contacts or leads to a webinar by clicking on the Add to Webinar button.

How to add contacts and leads to webinars

Note: Your contact and lead layouts must contain the button Add to Webinar so that you can add people to a webinar.

1. It is possible to select up to 10 people at a time from your contacts and leads pages.

2. Click on the Add to Webinar button.
   Your current webinars will be displayed on the integration page as a list.

3. Choose one of the webinars that you are interested in.

4. Send a registration link to your friends by clicking the Invite button.

5. If you click on Register, you will automatically be added to the webinar.

Note: If you have set up any required fields during webinar registration, you need to ensure that the first and last names of your leads and contacts, as well as any other fields you have specified, have value.

How to add the Add to Webinar button to contacts and leads layouts

The lead and contact search layouts can be customized so that the list button Add to Webinar can be added.

1. Using your Salesforce account, sign in to the system.

2. Find and access the layouts for searching for leads and contacts that you have created.

3. Choose the layout for the List View.

4. Using the drop-down menu, select the Edit option.
   The Custom Buttons section is displayed on the screen.

5. Select the Add to Webinar option from the Available Buttons box.

6. Then click the Add button.

7. Then click the Save button.

How to sync Zoom Webinars registrants to Salesforce campaigns

Using the integration, your Zoom Webinars portal will automatically sync webinar registration information with your Salesforce campaign, so you can start promoting your webinars immediately.

If the webinar information is synced to Salesforce through this integration, the following will happen automatically:

• Creating a campaign is the first step.

• As soon as a webinar registration is added, a campaign member is created.

Ensure that the Zoom Webinar settings have been configured properly by the Salesforce administrator:

• Your webinar information has been authorized to be sent to Salesforce.

• The registrants will be automatically synced with Salesforce as soon as they register.

• Each webinar needs its own campaign.

• The registrants will be added as members of the campaign.

Manually sync Zoom Webinars to Salesforce

There is also an option for you to initiate the synchronization process with Zoom.us using the Sync Webinar from Zoom.us button.

1. The Zoom Webinars tab can be found in Salesforce by clicking on it.

2. If you want to sync a webinar, you must first select it.

3. Choose Sync Webinar from Zoom.us from the dropdown menu in the top-right corner of the screen.