Getting Started with Zoom for Marketo

Zoom Security Advisory: While Zoom cannot enforce the use of TLS 1.2 in the Marketo webinar registration pages, we do NOT endorse the use of insecure protocols for acquiring private webinar attendee information. Zoom strongly recommends using TLS 1.2. Please reach out to Marketo to get more information on securing your landing page

Overview

The Zoom for Marketo integration will allow you to generate Marketo leads from participants that joined a Zoom Webinar. Users can also register for webinars from Marketo.

A Zoom admin is required to enable the integration but is not required to use the integration. The following steps allow non-admins to use the integration.

  1. Zoom admin creates a Zoom LaunchPoint service on Marketo
  2. Zoom admin enables non-admin Zoom users to use the integration

This article covers:

  • Creating a Zoom LaunchPoint Service
  • Enabling Users to Use the Integration
  • Webinar Settings Used by Marketo
  • Connecting your Webinar to your Marketo Event
  • Confirmation Email and Flow Settings

Prerequisite

  • Marketo account with Zoom integration enabled (refer to Zoom app on Marketo LaunchPoint)
  • Marketo user with admin permissions
  • Zoom Pro account with Webinar add-on
  • Zoom user with either admin permission or the following role privileges:
    • Edit “Users”
    • View “Usage reports”
  • Preapproval of “Marketo for Zoom” in the Zoom App Marketplace

Note: In order to use the Zoom for Marketo integration, you must first schedule a 1-time Webinar in Zoom (recurring webinars are not supported at this time). For more information on scheduling a webinar, please see this article. Within Marketo, you will also need to create a New Event Program as well as set the appropriate flow actions to track engagement.

Usage Tips

  • Avoid cloning an existing Marketo event used for a different vender or for the “old” Zoom-Marketo integration. Please create Marketo events from scratch or clone from an existing “new” Zoom integration event.
  • The admin Zoom user used to create the Zoom launch point service in Marketo should not be changed to a non-admin Zoom user. Doing so will break the integration.
  • Make sure you don’t change the webinar date/start time after users have registered for the webinar. Doing so may result in inacurate attendance data.
  • API errors will show up on the Zoom launch point service in Marketo for events/webinars that are created but never started.

Creating a Zoom LaunchPoint Service

Note: There is no installation or sign in required to use this integration. Your Marketo admin will need to enable this feature from the feature manager.

  1. Login to your Marketo account as an admin and click the Admin tab on the top navigation pane.
  2. On the left panel, select LaunchPoint.
  3. Click New Service to create a new service.
  4. Enter the service name.
  5. Select Zoom from the service provider list.
  6. Click Log into Zoom.
  7. Enter your Zoom credentials (for the Zoom accout that will host the Zoom webinars).
  8. Click Allow to allow Marketo to access the specified information.
  9. Click Save.

Enabling Zoom users to use the Integration

By default only webinars created by the Zoom admin who created the Zoom LaunchPoint Service will be visable for use with the integration. To allow webinars from other users to be visable, those users must be specified in the integration configuration. Webinars owned by any other user will not be visible through the integration. Meetings owned by any user are not supported and will not be visible through the integration

Note: Below steps must be done by a Zoom admin after the Zoom LaunchPoint service is created on Marketo

  1. Navigate to the integration configuration page (Zoom Marketplace -> Marketo App -> “Manage” tab -> “Configure” button.
  2. Enter the email addresses for all Zoom users (up to 10) who will use the integration.

Webinar Settings Used by Marketo

The following settings are used and are visible in Marketo:

  • Title and Description
    • Topic – Enter the name for the webinar. This name will be viewable in Marketo.
    • Description (optional) – Enter the description for the webinar. The description will be viewable in Marketo.
  • Date & Time
    • Start date – Enter your start date. This will be viewable in Marketo.
    • Start time – Enter your start time. This will be viewable in Marketo.
    • Duration – Enter the duration. The start time and end time will be viewable in Marketo. Time Zone – Select the applicable time zone. This will be viewable in Marketo. Recurring Webinar – Keep unchecked.
  • Registration
    • Registration – Check the “required” box to make registration required. You will use a Marketo form/landing page to capture registration information that will be pushed to Zoom.
      This must be checked to allow registrations from Marketo.
    • No registration - If you do not use registration for your webinar, participants will simply use the webinar join link from your webinar settings page. You can send all participants the same link.

Note: To track and perform campaign actions on registrants, registrations should be done from a Marketo landing page. Registrations done from a Zoom landing page will not synch to Marketo.

Connecting your Webinar to your Marketo Event

  1. Select the desired event.
  2. Click Event Actions and then choose Event Settings.
    Note: the channel type of the event selected must be webinar.

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  3. For Event Partner, choose Zoom.

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  4. For Login, choose the Zoom account you want to associate your event with.

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  5. For Event, select the desired Zoom Webinar from the list.

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  6. Click Save.
  7. Your event is now synched with your Zoom webinar. Note: Marketo will send the following fields over: First Name, Last Name, Email Address.

Confirmation Email, Registration Form, and Flow Settings

Confirmation Email:
To populate your confirmation email with each registrants unique Zoom join link, you will need to use the following token in your emails in Marketo: {{member.webinar url}}. Set your confirmation emails to Operational to ensure that those who register and may be unsubscribed still receive their confirmation information. Note: Once you have added the registration URL token, that is all that is required. There is no additional configuration.

Registration Form:
At a minimum the following fields must be included in the registration form:

  • First Name
  • Last Name
  • Email

Flow:
Those who sign up for your webinar will get pushed to Zoom via the Change Program Status flow step when the New Status is set to Registered. No other status will push this person over. You will also want to be sure to set Change Program Status as flow step #1 and Send Email as flow step #2.

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Usage Tips

  • Make sure you don’t change the webinar date/start time after users have registered for the webinar. Doing so may result in inacurate attendance data.
  • API errors will show up on the Zoom launch point service in Marketo for events/webinars that are created but never started.
  • The admin Zoom user used to create the Zoom launch point service in Marketo should not be changed to a non-admin Zoom user. Doing so will break the integration.
  • Avoid cloning an existing Marketo event/campaign used for a different vender or for the “old” Zoom integration. Please create Marketo events/campaigns from scratch or clone from an existing “new” Zoom integration event/campaign.

How Your Data is Used

This app accesses and uses the following information from your Zoom account:

  • Upcoming webinars - displayed on Marketo event configuration screen to show the available webinars that can be associated with an event.

  • Webinar details (ID, name, description start time, timezone, end time) - used in the configuration and operation of the associated Marketo event.

  • Webinar attendee and absentee details (firstName, lastName, email, company, phone) - Associated to a Marketo event after the webinar is completed for each webinar attendee and absentee.

This app accesses and uses the following information from your Marketo account:

  • Webinar registrant details (email, firstname, last name, org, phone) - used to register users to a Zoom webinar.

For additional help or technical support [please submit a ticket](https://support.zoom.us/hc/en-us/requests/new).