Integrating Zoom and Salesforce allows you to have your webinar data in one central location. This makes it easy to effectively analyze the data, giving you deeper insights into your audience.
What webinars have they attended? What kind of webinars are they interested in? This information gives you a holistic view of your audience allowing you to plan webinars that will appeal to your constituents and increase the number of repeat attendees.
There are 5 different ways that you can integrate Zoom and Salesforce:
· Manual Import
· Connector Tools (Zapier or Workato)
· Pardot’s Zoom Connector
· Salesforce Zoom Sync
· Predictive Zoom Fusion
1. Manual Import
This requires you to manually move data from Zoom into Salesforce. Start by exporting attendee data from Zoom and then import it into Salesforce, preferably using the data loader.
The data loader for Salesforce will make your work easier as it has a bulk import feature that eliminates the need to input the data one by one. It extracts data from a database connection or CSV file. It is free, simple and easy to use.
It however requires you to manually double check the data for duplicates. It also may require merge management for multiple file imports. Manual imports can be tedious especially when there is a lot of data. Manual imports into Salesforce are ideal if you hold small or infrequent webinars in Zoom.
2. Connector Tools
You could use integration tools like Zapier and Workato that can help you configure workflows and manage attendees.
Zapier is fairly easy to configure and integrates Zoom and Salesforce well. They have a free plan, but to access the custom integration feature, you will have to subscribe to a paid plan. You may have trouble managing the account and sometimes Zaps may disconnect. When this happens, manual clean-up is required.
3. Pardot’s Zoom Connector
Pardot integrates Zoom and Salesforce as well. Their configuration page allows you to create lists to capture registered webinar attendees, users that attended and those that were absent. The registered attendees list is automatically uploaded once a prospect registers. The attendee list gets updated after the webinar.
The app captures the details of all event attendees but has to be configured so that it can sync Zoom webinars into Pardot’s activity history. It also can be tricky with Pardot’s Connector to segment email campaigns since Pardot doesn’t automatically add members to campaigns. But it is a great option if you already use Pardot.
4. Salesforce Zoom Sync
The Salesforce Zoom Sync is a Zoom product and comes in handy during campaigns. Zoom Sync integrates Zoom and Salesforce and ensures that every webinar created on Zoom is automatically created in Salesforce. It is free, but can take a while to set it up correctly.
5. Predictive Zoom Fusion
If you are looking for simple, easy to use integration with minimal requirements then Zoom Fusion by Predictive Response should be your go-to option. It works in real-time and ensures seamless integration of webinar registrants.
Predictive Zoom Fusion also has a duplicate management feature and a real-time analytics dashboard where you can get statistics of registered users vs. attendees and how long the attendees stayed on your webinar.
The downside is that if you have lots of signups daily, you need to make sure that your API quota supports the transaction volume.
There are a lot of tools that can help you integrate Zoom and Salesforce. Of course, choosing the right tool depends on your needs.
Do you have a minimal amount of webinar registrants? Then a manual import might be your best bet.
Are you already using Pardot? Look into Pardot’s Connector!
For all other situations, check out Zoom Fusion by Predictive Response. It will help you automate your efforts between Zoom and Salesforce.