Overview

Zoom integration allows users to connect one or more Zoom accounts with the platform. Connecting an account will enable the following functionality:

1. Prospects are created from attendees.

2. Timeline activity is logged on the Prospect’s record for meeting or webinar participation.

Installing the Zoom Connector

To install the Zoom Connector:

• Navigate to Setup > Integrations > Connectors > Zoom. Click the Connect Zoom Account button.

• Enter a name for the Zoom Account. Note, this name is only for internal purposes to help differentiate Zoom Accounts since multiple Zoom Accounts may be connected at once.

• Click Authorize on the next screen to allow the platform to connect with your Zoom Account.

• Once your account is connected it will appear within the Zoom Connector as shown below:

Uninstalling the Zoom Connector

To uninstall the Zoom Connector:

• Navigate to Setup > Integrations > Connectors > Zoom.

• Click the down arrow next to the Zoom Account you want to uninstall.

• Click Remove Account.

Prospect Creation

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.

Timeline Logs

When a Prospect joins a meeting or webinar a timeline entry will be created with the following information:

• Type: Instant Meeting or Webinar.

• Host: Was the Prospect the meeting/webinar host?

• Join Time: The date and time the Prospect joined the meeting/webinar

• Leave Time: The date and time the Prospect left the meeting/webinar