Using Zoom Webinar for Pardot

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

This article covers:

Prerequisites for using the Pardot app

  • Pro account with Webinar license
  • Salesforce Pardot Plus account or higher
  • Account owner or admin privileges:
    • View users
    • Edit integration
  • Pre-approval of the Pardot app from the Zoom App Marketplace

How to install from the Zoom App Marketplace

  1. Sign in to the Zoom App Marketplace with your Zoom account.
  2. In the top right of your screen, enter Pardot in the search box to find the app.
  3. In your search results, find the Pardot app and click it.
    Note: If the app is not pre-approved, contact your Zoom admin to approve this app for your account.
  4. Click Install.
  5. Confirm the permissions the app requires, then click Authorize.

How to grant integration access to the Pardot account

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

Use Pardot-only login

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Advanced then App Marketplace.
  3. Open the Pardot app page. 
  4. In the top right of the page, click Manage then Configure.
  5. Enter the access information for the Pardot account that is creating your lists.
    • Email
    • Password
    • User API Key
      1. To obtain this API Key, log in to your Pardot account.
      2. Click Settings then My Profile then API User Key.

Use 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.
  2. Access the Salesforce SSO setup page.
  3. Click Install Package.
  4. On Salesforce, verify that Connected App OAuth Usage on Salesforce is unblocked.
  5. Verify that OAuth Policies on Salesforce includes Permitted Users.
  6. On the Salesforce SSO Setup page, click Authorize.
  7. Enter your Pardot Business Unit ID.
  8. (Optional) Enter exclusion domains.
  9. Click Save.

Set up exclusion domains

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

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Advanced then App Marketplace.
  3. Open the Pardot app page.
  4. In the top right of the page, click Manage then Configure.
  5. In the Exclusion Domains field, enter the email domains you want to exclude from being added to the Pardot lists.

How to set up Pardot lists to sync with Zoom Webinar

  1. Create your Pardot lists.
  2. Log in to your Pardot account.
  3. Set up the following lists to receive registrant information from Zoom Webinar:
    • 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.
  4. Assign the Pardot lists to your Zoom Webinar:
    1. Sign in to the Zoom web portal.
    2. In the navigation menu, click Webinars.
    3. Create a new webinar or open an existing webinar.
    4. Set up your webinar and enable the Registration Required option.
    5. In the Integration tab, click Configure.
    6. Select the Pardot lists you created and click Save.

How to synchronize 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. Access the Pardot configuration page.
  2. Click the Custom Field Mappings tab.
  3. For each field, choose the Zoom registration question and the corresponding destination Pardot custom field.
  4. Click the Admin tab then Configure Fields then Prospect Fields.
  5. For each field, click Add Custom Field.
  6. Enter the name and field name for Custom Field ID.

Synchronize custom questions to Pardot

You can add custom questions to gather additional information from Zoom 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.

Enable custom questions to be synchronized to Pardot

  1. Sign in to your Pardot account.
  2. Create a custom field called “custom_question” (must use this exact name).
  3. Sign in to the Zoom web portal.
  4. Access the Pardot configuration page.
  5. Click custom field mappings.
  6. Create a new field mapping and select custom_questions as the Zoom Registration Field.
  7. 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.

Add custom questions to Zoom Webinar registration

  1. Sign in to the Zoom web portal. 
  2. In the navigation menu, click Webinars.
  3. Find and click your webinar.
  4. By Approval Options, click Edit.
  5. Click the Custom Questions tab then click New Question.
  6. Add your custom questions.

How to enable webinar registrations from Pardot

You can use Pardot forms to register participants to a Zoom Webinar.

Note: If you want to use this feature and you installed the Pardot integration app before February 28, 2021, you will need to reinstall the Pardot app on Zoom App Marketplace by logging in to your Zoom account then clicking the Reinstall button.

Configure Zoom to automatically send the Webinar link to Pardot.

  1. Sign in to the Zoom web portal as an admin.
  2. In the navigation menu, click Advanced then App Marketplace
  3. Open the Pardot app page.
  4. In the top right of the page, click Manage then Configure.
  5. On the Custom Field Mappings tab, set up a Zoom Registration Field mapping for webinar_join_link.
  6. Map it to your Pardot Custom Field.

Add Zoom Webinar layout template

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

  1. Log in to Pardot.
  2. Access Pardot Marketing then click the  Forms tab.
  3. Access Layout Templates then Add Layout Template.
  4. Enter a name and folder for the layout template.
    Note: Pardot automatically includes some code lines which may cause participants to encounter errors when submitting the form.
  5. In the Form tab, move code lines 4-8 to the top.
  6. Click Save.
    Note: If you are using a Pardot landing page, also move the code lines in the Pardot landing page layout similar to above.

Create registration forms

  1. In Pardot, access Pardot Marketing then click the Forms tab.
  2. Access Forms then Add Form.
  3. Enter the form name.
  4. Select a folder and a campaign.
  5. Click Next.
  6. Add the field information you want to be 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
  7. Set up the layout and format for the registration form. Access Look and Feel and select the Zoom layout template you created.
  8. Enter the display text for the Submit Button Text.
  9. Click Next.
  10. Configure the thank you text and the redirect destination page:
    1. Go to Completion Actions then Thank You Content.
    2. In the editor, click the HTML. 
    3. 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>

If using the form in an iFrame or a Pardot landing page, add ***target=“_parent”*** :

<form action="your post url" method="POST" name="hidden_form" target="_parent">

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:
    1. Sign in to the Zoom web portal.
    2. In the navigation menu, click Advanced then App Marketplace.
    3. Open the Pardot app page. 
    4. In the top right of the page, click Manage then Configure.
    5.  Click Custom Field Mappings.

(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.

11. 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>


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

How to remove the Pardot app

  1. Sign in to the Zoom App Marketplace with your Zoom account.
  2. In the top right of the page, click Manage.
  3. In the navigation menu, click Installed Apps.
  4. Next to the Pardot app, 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 the purchase process, number of employees, comments, questions, attendee information, custom questions
  • Webinar participant registration data that is synced 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 the purchase process, number of employees
  • Webinar participant registration data that is synced to your Zoom account when participants register for webinars from Pardot.

For additional help or technical support, please submit a ticket.

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