Pardot

Beginning 1/17/2021, this integration will support authorization using Salesforce OAuth (beta). Pardot-only login will continue to be supported. Please refer to Salesforce OAuth for Pardot Setup for configuration details.

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

  • Zoom Pro Account with Webinar License
  • Salesforce Pardot account
  • Zoom user with either admin permission or the following role privileges:
    • View “Users”
    • Edit “Integration”
  • Pre-approval of the Pardot App from the Zoom Marketplace

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 the integration will not be visible to users other than he owner of the respective webinar.

Configuring Your Pardot Account

Note: If using Salesforce SSO to login to Pardot, please see the note at the very top of this page.

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.

Synchronizing Registration Questions to Pardot

The following Zoom registration questions are automatically passed to Pardot when enabled:
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 synchronize registration questions to a different Pardot field, use the custom field mapping utility:

  1. Navigate to the Pardot configuration page
  2. Click custom field mappings tab
  3. For each field, chose the Zoom registration question and the corresponding Pardot custom field to synch to.

Note: 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 Synchronizing Registration Custom Questions to Pardot

Synchronizing Registration 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 (1) enable the integration to synchronize custom questions to Pardot and (2) add custom questions to your webinar registration page.

Enabling the Integration to Synchronize Custom Questions:

  1. Navigate to the Pardot configuration page
  2. Click custom field mappings tab
  3. Create a new field mapping and select “Custom Questions” as the Zoom Registration Field.
  4. For the Pardot custom field, type in a Pardot custom field where the JSON-formatted custom questions will be synched to. This field can be ignored on Pardot since each custom question will be synched to its own Pardot custom field. See next section for more details.

Adding Custom Questions to Zoom Webinar Registration

  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. Add as many questions as needed.

Please note the following:

  • Each custom question will map to an equivalent Pardot custom field with the field name being named similar to the custom question. The fields will automatically be created on Pardot if they do not already exist
  • If your question contains any spaces, the custom field name will use underscores instead of spaces
  • All questions are case-sensitive. If you manually create your Pardot custom field, do not convert upper to lowercase or vise versa.
  • For example:
    • Question: What do you hope to gain from this webinar?
    • Pardot Custom 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.

How Your Data is Used

This 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 user registration data that is synched to your Pardot account

This 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.

For additional help or technical support please submit a ticket.