Zoom Webinar for Pardot

Overview

You can use this integration to automatically populate prospect lists in Pardot from Zoom Webinar registration information. The integration enables users with access to the Pardot account to view webinar information. Once the prospects are in Pardot, you can use standard marketing automation processes to follow up with these prospects. The Pardot integration allows you to:

  • Automatically add participants to a Pardot list when they register for Zoom Webinars.
  • Automatically add participants to a Pardot list when they attend Zoom Webinars.
  • Automatically add registered participants to a Pardot list when they do not attend Zoom Webinars.
  • Specify domains to exclude from Pardot lists.
  • Pass webinar registration information to Pardot.

Prerequisite

  • Zoom Pro account with Webinar license.
  • Salesforce Pardot Plus account or higher.
  • Zoom admin account or role with these privileges:
    • View Users
    • Edit Integration
  • Pre-approval of the Pardot app from the Zoom Marketplace.

Installing from the Zoom Marketplace

  1. Navigate to the Zoom Marketplace.
  2. Go to the Pardot installation page and click Install.
  3. Confirm the permissions the app requires and click Authorize.

Granting Integration Access to the Pardot Account

You must provide the Zoom integration access to your Pardot account to sync webinar data to Pardot lists. Use either Pardot-only login or Salesforce Oauth.

Using Pardot-only Login:

Log in to the Zoom web portal, go to the Zoom Marketplace. Open the Pardot app page > Manage > Configure. Enter the access information for the Pardot account that is creating your lists.

  • Email
  • Password
  • User API Key: To obtain this API Key, login to your Pardot account and click Settings > My Profile > API User Key.
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Using Salesforce OAuth:

On the Salesforce SSO setup page, install the package and authorize SSO:

  1. Log in to your Salesforce environment as an account admin. Go to the Salesforce SSO setup page, and click Install Package.
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  2. On Salesforce, verify that Connected App OAuth Usage on Salesforce is unblocked.
  3. Verify that OAuth Policies on Salesforce includes Permitted Users.
  4. On the Salesforce SSO Setup page, click Authorize.
  5. Enter your Pardot Business Unit ID. (optional) Enter exclusion domains. And save.

Setting Up Exclusion Domains

You can specify email domains to exclude from the data sync.

  1. Log in to the Zoom web portal, go to the Zoom Marketplace. Open the Pardot app page > Manage > Configure.
  2. In the Exclusion Domains field, enter the email domains you want to exclude from being added to the Pardot lists.

Setting Up Pardot Lists to Sync with Zoom Webinars

  1. Create your Pardot lists.
    Log into your Pardot account and set up the following lists to receive registrant information from Zoom Webinars:
  • Registered: The integration syncs information for participants who registered for the webinar to this list.
  • Attended: The integration syncs information for participants who registered for and attended the webinar to this list.
  • Absent: The integration syncs information for participants who registered for, but did not attend, the webinar to this list.
  1. Assign the Pardot lists to your Zoom Webinar:
    1. Login to your Zoom account and navigate to Webinars.
    2. Create a new webinar or open an existing webinar.
    3. Set up your webinar and enable the Registration Required option.
    4. Go to the Integration tab and click Configure.2
    5. Select the Pardot lists you created, and save.
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Synchronizing Registration Questions to Pardot

Information from the following Zoom registration questions are automatically passed to the respective Pardot fields:
Zoom Field Name -> Pardot External Field

  • Email -> email
  • First Name -> first_name
  • Last Name -> last_name
  • City -> city
  • State/Province -> state
  • Zip/Postal Code -> zip
  • Country -> country
  • Phone -> phone
  • Job Title -> job_title
  • Organization -> org
  • Industry -> industry
  • Purchasing Time Frame -> purchasing_time_frame
  • Role in Purchase Process -> role_in_purchase_process
  • Number of Employees -> no_of_employees
  • Questions & Comments -> comments

To specify different destination Pardot fields, use the custom field mapping utility:

  1. Navigate to the Pardot configuration page and go to the Custom Field Mappings tab.
  2. For each field, choose the Zoom registration question and the corresponding destination Pardot custom field.
  3. Go to the Admintab > Configure Fields > Prospect Fields. For each field, click Add Custom Field. Enter the name and field name for Custom Field ID.

Synchronizing Custom Questions to Pardot

You can add custom questions to gather additional information from Webinar participants and sync to Pardot. Each custom question is mapped to a Pardot custom field.
The integration automatically:

  • Creates the fields on Pardot.
  • Creates the field names similar to the custom questions.
  • Replaces spaces with underscores.

For example:
Question: What do you hope to gain from this webinar?
Pardot Custom Field: What_do_you_hope_to_gain_from_this_webinar?

Note: Questions are case-sensitive. Do not convert upper to lowercase or vise versa.

Enabling Custom Questions to be Synchroized to Pardot

  1. Log into to your Pardot account and create a custom field called “custom_question” (must use this exact name).
  2. Log into the Zoom portal, navigate to the Pardot configuration page, and click custom field mappings.
  3. Create a new field mapping and select custom_questions as the Zoom Registration Field.
  4. For the Pardot custom field, select custom_question.

Note: The “custom_questions” field mapping enables all of the custom questions to be synchronized to Pardot. Do not create additional field mappings for each custom question.

Adding Custom Questions to Zoom Webinar Registration

  1. Log in to your Zoom account and navigate to your webinar.
  2. Go to Approval Options and click Edit.
  3. Go to the Custom Questions tab and click New Question. Add your custom questions.

Enabling Webinar Registrations from Pardot

You can use Pardot forms to register participants to Zoom webinars.

Note: If you want to use this feature and you installed the Pardot integration app prior to 2/28/2021, you will need to reinstall the app by going to the Pardot app on Marketplace, logging into your Zoom account, and clicking the “Reinstall” button.

1: (optional) Configure Zoom to Send Webinar Link to Pardot

Configure Zoom to automatically send the Webinar link to Pardot.

  1. Log into the Zoom web portal as your Zoom admin account and go to the Zoom Marketplace.
  2. Click Manage, select the Pardot app, and click Configure.
  3. On the Custom Field Mappings tab, set up a Zoom Registration Field mapping for webinar_join_link, and map it to your Pardot Custom Field.
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2: Adding Zoom Webinar Layout Template

In Pardot, create a template to define the format of the Pardot registration form for Zoom Webinars. Once created, you can reuse the template for multiple forms.

  1. Login to Pardot, and go to Pardot Marketing -> Forms -> Layout Templates ->Add Layout Template.
  2. Enter a name and folder for the layout template.
  3. Pardot automatically includes some code lines which may cause participants to encounter errors when submitting the form. In the Form tab, move code lines 4-8 to the top and save.
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3: Creating Registration Forms

  1. In Pardot, go to Pardot Marketing -> Forms -> Forms -> Add Form.
    Enter the form name, select a folder and a campaign, and click Next.
  2. Add the field information you want retrieved from the webinar.
    Only the following fields are supported:
  • First name
  • Last name
  • Email
  • Company
  • Job title
  • Country code
  • City
  • Zip
  • Phone
  • Employees
  • Industry
  • Comments
  1. Set up the layout and format for the registration form.
    Go to Look and Feel and select the Zoom layout template you created.
    Enter the display text for the submit button and click Next.
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  2. Configure the thank you text and the redirect destination page:
    1. Go to Completion Actions -> Thank You Content and click the HTML in the editor.
    2. To redirect participants to a Zoom success page, add the HTML code block.
<blockquote>
<form action="your post url" method="POST" name="hidden_form">
  <input name="webinarId" type="hidden" value="your webinar id" />
  <input name="email" type="hidden" value="%%email{html}%%" />
  <input name="registrant" type="hidden" value="{&quot;first_name&quot;:&quot;%%first_name{html}%%&quot;,&quot;last_name&quot;:&quot;%%last_name{html}%%&quot;,&quot;country&quot;:&quot;%%country{html}%%&quot;,&quot;city&quot;:&quot;%%city{html}%%&quot;,&quot;zip&quot;:&quot;%%zip{html}%%&quot;,&quot;phone&quot;:&quot;%%phone{html}%%&quot;,&quot;industry&quot;:&quot;%%industry{html}%%&quot;,&quot;org&quot;:&quot;%%company{html}%%&quot;,&quot;job_title&quot;:&quot;%%job_title{html}%%&quot;,&quot;no_of_employees&quot;:&quot;%%employees{html}%%&quot;,&quot;comments&quot;:&quot;%%comments{html}%%&quot;}" />
</form>
</blockquote>

Replace the values for Zoom Webinar ID and post URL with your respective values:

  • Your Zoom Webinar ID: The unique webinar ID from your Zoom Webinar page.
  • Your post URL: To get your post URL, log in to the Zoom web portal and go to Zoom Marketplace.
    Go to the Pardot app > Manage > Configure > Custom Field Mappings.
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    (optional) To redirect to a non-Zoom page, add the following HTML input value to the HTML block.

< input name=“redirect” type=“hidden” value=“redirect URL” />


Replace redirect URL with your own URL.

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  1. Add the javascript to initiate the webinar registration action when users click Submit. Go to the Thank You Code tab and add:
<script type="text/javascript">
document.forms[0].submit();
</script>



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6. Save your form, and click the Form link to verify the form.

Removing the Pardot App

  1. Log in to the Zoom web portal with your Zoom admin account and navigate to the Zoom Marketplace.
  2. Go to Manage > Installed Apps, and open the Pardot installation page.
  3. Click Uninstall.

How Your Data is Used

This integration app has access to the following information from your Zoom account:

  • Webinar registration details: email, first name, last name, address, city, country, zip, state, phone, industry, organization, job title, purchasing time frame, role in purchase process, number of employees, comments, questions, attendee information, custom questions
  • Webinar participant registration data that is synched to your Zoom account when participants register for webinars from Pardot.

This integration app has access to the following information from your Pardot account:

  • Pardot lists: Allows you to select separate Pardot lists to be automatically populated with registrant, attendee, and absent information.
  • Webinar registration details: email, first name, last name, address, city, country, zip, state, phone, industry, organization, job title, purchasing time frame, role in purchase process, number of employees
  • Webinar participant registration data that is synched to your Zoom account when participants register for webinars from Pardot.

For additional help or technical support please submit a ticket.