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.

Open

• 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.

Open

• 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.

• 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.

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:

• 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).