...
On the next screen, click Pre-approve and then click Authorize to allow the platform to connect with your Zoom Account.
If you receive a message similar to the one in below screenshot then you’d need to first check your Zoom role permissions to make sure you are allowed to:
- view all user information
- view all user webinars
- view all user meetings
You may find more about using role management in Zoom documentation here.
...
If the Prospect does not currently exist (based on email address) then the system will create a new Prospect based on the attendee’s information and a timeline entry will appear in the new Prospect’s profile.
Under Zoom connector settings, there is also a Create Prospects without an email address option (default is off). With this setting off, system will not create Prospect record if the email address is missing i.e. zoom attendee was not logged in.
However, when turned on, system will also look for matching Prospects by name. If a match is found, the two records will be merged together.
...
Timeline Logs
When a Prospect joins a meeting or webinar a timeline entry will be created with the following information:
...