Pardot

Overview

Zoom and Pardot customers can use this integration to capture prospects that registered and/or attended a Zoom webinar. Once the prospects are in Pardot, you can use standard marketing automation processes to follow up with these prospects. The Pardot app allows you to:

  • Automatically add registrants to a Pardot list when users register for Webinars
  • Automatically add attendees to a Pardot list when registered users attend Webinars
  • Automatically add absentees to a Pardot list when registered users do not attend Webinars they signed up for
  • Filter certain domains from being added to Pardot lists.
  • Pass registration and other user webinar data (e.g. company size) to Pardot

Prerequisite

Installation and Configuration

Installing from the Zoom Marketplace

  1. Navigate to the Zoom Marketplace.
  2. Search for Pardot and click the app.
  3. Click Install.
  4. Confirm the permissions the app requires and click Authorize.

Note: The integration between Pardot and Zoom requires edit access because all “lists” created on the associated Pardot account can be used with any webinar owned by any user in the Zoom account. Users with access to the associated Pardot account can view the registrant, attendee, and other webinar information added to Pardot lists by the integration. Registrant, attendee, and other webinar information that do not use th integration will not be visible to users other than he owner of the respective webinar.

Configuring Your Pardot Account

On the Pardot Configuration page you will need to configure your email, password, API Key, and exclusion domains for the account that has your Pardot lists setup:
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  • Email: The email address for the Pardot user where Pardot lists will be created.
  • Password: The password for the Pardot user where Pardot lists will be created.
  • User API Key: The user API Key of the user where Pardot lists will be created. To obtain this API Key, login to your Pardot Account and click Settings > My Profile > API User Key.
  • Exclusion Domains: Enter in any email domains that you would like to have excluded for registrants, attendees, and absentees. This will block users of these domains from being added to the Pardot lists.

Be sure to click Save when complete.

Setting Up Lists for Zoom Webinars

You will first need to login to your Pardot account and setup your desired lists that you would like to sync with Zoom Webinars. With the Zoom Pardot integration, you can sync Registered, Attended, and Absent from Zoom to Pardot.

Configuring Your Zoom Webinar to Synchronize with Your Pardot Lists

  1. Login to your Zoom account and navigate to Webinars.
  2. Either create a new Webinar or click on an existing Webinar.
  3. Configure your Webinar settings as appropriate for your event.

Note: The Registration Required option must be enabled.

  1. Find the Integration tab near the bottom of the page.
  2. Click Configure next to Generate Prospects in Pardot via Lists.
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  3. You will see a configuration page with your Webinar ID. Select the appropriate lists from the drop down for each of the sections: Registration List, Attendee List, Absentee List.
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  4. Click Save.
  5. Your Webinar is now configured to sync your registrant and attendee information with Pardot.

Synchronizing Zoom Webinars to Pardot Lists

Once configured, Zoom will automatically sync your registrant and attendee information to the specified Pardot lists:

  • Registered: Once users register for the webinar, the corresponding “registered” list is automatically updated with the registrants information.
    Note: If an “exclusion domain” is configured in the integration settings, users with the specified domains will not be added to the Pardot list.
  • Attended: Once users attend the meeting, the corresponding “attendee” list is automatically updated with the attendees’(users that registered and attended the webinar) information.
    Note: If an “exclusion domain” is configured in the integration settings, users with the specified domains will not be added to the Pardot list.
  • Absent: Once the webinar ends, the corresponding “absentee” list is automatically updated with the absentees’ (users that registered and did not attend the webinar) information.
    Note: If an “exclusion domain” is configured in the integration settings, users with the specified domains will not be added to the Pardot list.

Note: The following fields are passed between Zoom and Pardot:
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 configure these fields in Zoom, navigate to the Pardot configuration page and click custom field mappings. Here you can chose where registration questions will map to in Pardot. To ensure that the above fields are passed to your prospects in Pardot, navigate to the Admin tab > Configure Fields > Prospect Fields. For each field that is desired, click Add Custom Field. Enter the desired name and enter the desired field name from above for Custom Field ID. For any Zoom Custom Questions used, please follow the instructions below in the section Synchronize Custom Questions to Pardot

Synchronize Custom Questions to Pardot

If you want to gather additional data from your registrants for your Zoom Webinar and wish to have these fields sync from Zoom to Pardot, you will need to add custom questions. Please follow the instructions below to have this information properly sync from Zoom to Pardot.

Add Custom Questions in Zoom

  1. Navigate to your desired webinar.
  2. Scroll down to Approval Options and click Edit.
  3. Click the Custom Questions tab.
  4. Click New Question.
  5. Here you can add as many questions as needed. In order to ensure that these are passed correctly to Pardot, keep the following in mind:
    • Your question will map to an equivalent Pardot external field.
      1. If your question contains any spaces, the external field should replace the spaces with an underscore.
      2. All questions are case-sensitive. When you generate your Pardot external field, do not convert upper to lowercase or vise versa.
    • For example:
      1. Question: What do you hope to gain from this webinar?
      2. Pardot External Field: What_do_you_hope_to_gain_from_this_webinar?

Removing the Pardot App

  1. Login to your Zoom account and navigate to the Zoom Marketplace.
  2. Search for Pardot and click the app or navigate to your installed apps via Manage > Installed Apps.
  3. Click Uninstall next to Pardot.
  4. Confirm the dialogue and click Uninstall.

For additional help or technical support please submit a ticket.