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.
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
Log meetings on a host’s Prospect Profile
This option is off by default. When this setting is turned on the system will add the Zoom meeting details into the timeline of the hosts Prospect Profile (if they have one).