Setting Up Zoom for Marketo Follow

Overview

The Zoom for Marketo integration will allow you to generate Marketo leads from participants that joined a Zoom Webinar. It will also allow you to push information captured on Marketo to a Zoom Webinar.

This article covers:

Prerequisite

  • Must be on an account with a Webinar add-on
  • Marketo admin permissions
  • Zoom admin permissions

Instructions

Initial Setup

  1. Login to your Marketo admin account, navigate to Admin > Users&Roles > Roles and create an API role. Learn how to create an API role.
  2. Navigate to Admin > Users & Roles > Users and create an API Only User. Learn how to create an API Only User.
  3. Navigate to Admin > LaunchPoint and create a Custom Service. Learn how to create a custom service.
  4. Click View Details and copy your Client ID and Client Secret to a text file. We will need these later. The screenshot below shows the dialog box that contains your client ID and client secret.
    Screen_Shot_2017-11-17_at_5.03.06_PM.png
  5. Navigate to Admin > Web Service, find the REST API section, copy the Endpoint to a text file.
    Screen_Shot_2017-11-17_at_5.04.47_PM.png
  6. Login to the Zoom Integrations page
  7. Under Marketo, paste your Client ID, and Client Secret from Step 4.
  8. Paste your Endpoint from Step 5.
  9. Click Save.
  10. In Marketo, click AdminMarketo Custom Objects > Click New Custom Object. Enter the following values to the fields:
    • Display Name: ZoomWebinarOtherInfo
    • API Name: zoomWebinarOtherInfo_c
    • Plural Name: ZoomWebinarOtherInfos
    • Description: Additional information from webinars including: Q&A, Polls, etc.
    • Check show for show on lead detail. Tip: Single click hide to change the value.
      Screen_Shot_2017-11-18_at_2.40.55_PM.png
  11. Click the Fields at the top for the newly created Market Custom object. 
  12. Click New Field and create the following fields with these values:
    Display Name API Name Type
    CreatedAt createdAt datetime
    email email Link (dedupe)
    id id string (dedupe)
    Marketo GUID marketoGUID string
    Poll poll text
    Q&A question text
    Updated At updatedAt datetime
    Webinar ID webinarID string
    Webinar ID webinarTopic string

    *Note that both email and id need to be dedupe fields.
    Screen_Shot_2017-11-18_at_2.47.31_PM.pngScreen_Shot_2017-11-18_at_2.47.40_PM.png
  13. Go to Admin > Webhook > Create a new Webhook.
  14. Fill the fields with the following values:
    • Webhook Name: Zoom Webinar
    • Description: Webhook used for Zoom Webinar Registrants
    • URL: https://www.zoom.us/v1/webinar/register?id={{my.zoomWebinarId}}&first_name={{lead.First Name:default=xxx}}&last_name={{lead.Last Name:default=xxx}}&email={{lead.Email Address:default=xxx}}&api_key={{my.apiKey}}&api_secret={{my.apiSecret}}
    • Request Type: POST
    • Template: {blank} no value required here.
    • Request Token Encoding: None
    • Response Type: JSON
      Screen_Shot_2017-11-18_at_2.50.58_PM.png
  15. Optional: Response Mappings can be set up on this webhook if you would like to send emails from Marketo. Different webhooks require different fields. Here is an example of some basic response mappings:
    Screen_Shot_2017-11-18_at_2.53.37_PM.png

 

 

Setup for Each Webinar

  1. Login to the Zoom Webinars page.
  2. Schedule a webinar with the registration type set to Automatically approve or Manually Approve. Note the Webinar ID.
    Screen_Shot_2017-11-18_at_3.16.17_PM.png
    In this example, the Webinar ID is 767986367.
  3. Login to your Marketo Admin account.
  4. Navigate to Marketing Activities and create a new Smart Campaign folder and name it something similar to Zoom Webinar.
    Screen_Shot_2017-11-18_at_3.18.33_PM.png
  5. Click on this folder and create a New Program. Enter the fields from the following screenshot.
    Screen_Shot_2017-11-18_at_3.19.37_PM.png
    Set the channel type to Webinar.
  6. Click on your new program event named Zoom Event Test and click the My Tokens tab. Click and drag three text fields and give them the following values:
    Screen_Shot_2017-11-18_at_3.21.57_PM.png
    Note: YourZoomWebinarIDHere = 767986367 for this example.
  7. Click Assets for this Program and begin creating the needed assets. Click New and New Local Asset. Choose Form.
    Screen_Shot_2017-11-18_at_3.23.44_PM.png
    The fields for this form will be dependent on your needs. However, at a minimum, it requires First Name, Last Name, Email address. Please make each of these fields required. Finish the form and approve it.
  8. Click on the Program Zoom Webinar again and create a new asset and choose Landing Page.
    Screen_Shot_2017-11-18_at_3.25.41_PM.pngClick create and then click Edit Draft. Click and drag the form from the Insert Elements field on the right into the main landing page. See the following screenshot. You will need to select the form you just created from step 7. This example is Zoom Webinar.Zoom Webinar Form. The follow-up type is unique to your situation.
    Screen_Shot_2017-11-18_at_3.27.43_PM.png
    Click Landing Page Actions > Approve and Close to finish.
  9. Click on your Zoom Webinar Program, click New, then click New Smart Campaign. Create the following smart campaigns. Each of the following steps will contain the name, smart list, and flow for each Smart Campaign.
    1. Registered from Zoom
      Screen_Shot_2017-11-18_at_3.30.53_PM.png
      Screen_Shot_2017-11-18_at_3.31.04_PM.png
    2. Registered from Marketo
      Screen_Shot_2017-11-18_at_3.32.16_PM.pngScreen_Shot_2017-11-18_at_3.32.51_PM.png
    3. Attended
      Screen_Shot_2017-11-18_at_3.34.03_PM.png
      Screen_Shot_2017-11-18_at_3.34.08_PM.png
    4. Absent Attendees
      Screen_Shot_2017-11-18_at_3.35.35_PM.pngScreen_Shot_2017-11-18_at_3.35.41_PM.pngFor the last Smart Campaign, Absent attendees, you will need to use the filters of Member of Program and Not Program Status was Changed. On these two filters, use the fields from the screenshot above to fill the correct fields. For the Not Program Status was Changed filter you will need to add the following constraints: New Status, Old Status, and make sure that Date of Activity is added.
      Note: For Date of Activity, set this date to your webinar end date that matches the end date from your scheduled Zoom webinar.
  10. Click the Schedule tab at the top and then click Activate. This activates the smart campaign. Repeat this step for each smart campaign that was created in step 9.
    Screen_Shot_2017-11-18_at_3.40.31_PM.png

  11. Click back to the Zoom Webinar program and click New > Local Asset and choose Email for the type.
    Screen_Shot_2017-11-18_at_3.42.00_PM.png
    Note: this step is highly customizable. This example will show a basic setup. Click Edit draft to enter a subject and customize this how you would like. Once finished, click email actions and approve.
  12. Steps 1-11 can be completed and then cloned for any new webinar. The only values that needs to be changed are the zoomWebinarId token in section 2 step 6 and the date of activity in the Absent Attendees Smart List in step 9.4. 
  13. Go to the Zoom Webinar page and click on the webinar created in section 2 step 2.
  14. Scroll to the bottom and click Integration.
  15. Click Edit for Generate Leads in Marketo.
  16. Depending on the specific setup you will want to check either option for Send registration information to a Smart Campaign and or Send attendee information to a Smart Campaign. After making the selections, use the drop-down boxes to select the Smart Campaign that was created in section 2 step 9.1 and section 2 step 9.3.
    Screen_Shot_2017-11-18_at_3.47.30_PM.png

 

Testing and Verification

Pushing Registration from the Zoom webinar registration page to Marketo

To test pushing registration from the Zoom webinar registration page to Marketo, you will need to provide your webinar registration page from Zoom to a user and have them register. To check if the registration went through follow these steps:

  1. Have a user register at https://zoom.us/webinar/registration/xxxxxxx
    Note: This URL is taken from https://zoom.us/webinar/YourWebinarID
  2. Log into your Marketo Admin account and click on the program created in section 2 step 5.
  3. Click the Members tab and you will see the person who recently registered.
  4. Click the Smart Campaign created in section 2 step 9.1.
  5. Click the Results tab. This will show you the Webhook calls. If there are any errors, they will show here after you click on the specific call number. If there are any errors, check the Admin > Webhook URL token to make sure it matches the Tokens on the Smart Campaign.

Pushing from the Marketo Landing Page to Zoom

To test pushing from the Marketo Landing Page to Zoom, go to the landing page that you created in section 2 step 8.

  1. Navigate to the Marketo campaign landing page in your browser and fill out the First Name, Last Name, and Email Address fields.
  2. Go to your Zoom Webinars page.
  3. Click on the Webinar topic.
  4. Click View next to Manage Attendees to see the user that just registered on the Marketo side.
    Screen_Shot_2017-11-18_at_3.54.48_PM.png

The attendee push from Zoom to Marketo

To test the Attendee push from Zoom to Marketo, you will need to host the webinar and have participants type in the Q&A and/or enter any custom registration questions you might have set up. This information will push 30 minutes after the webinar has ended. To view the attendee information, follow these steps:

  1. Log into your Marketo admin account and navigate to the Smart Campaign created in section 2 step 9.3.
  2. Click View Campaign Members.
  3. Click on the specific lead number.
  4. Click the Custom Objects tab at the top.
  5. Select ZoomWebinarOtherInfo from the drop-down box.
Was this article helpful?
Have more questions? Submit a request
Powered by Zendesk