Pardot and Zoom Integration | Enhance your Virtual Events

Posted on 2020-09-30 10:02:21

During the global pandemic, more and more organisations were looking to Zoom to run virtual events. At Pracedo we were no different and thanks to the seamless Pardot and Zoom Integration we managed to run an active events program despite being in lockdown. You can watch all our webinars here!

The Pardot and Zoom Integration lets you use Zoom landing pages and pull prospect information directly into Pardot.

There are two ways you can achieve this, either by using Pardot Form Handlers or Pardot Lists. Today we will be looking at the Form Handler Solution.

Look out for our future blog to learn how to set up the Pardot and Zoom Connector with Lists.

Form Handlers

A Zoom Webinar License
Pardot Admin Permissions

First, you need to create your webinar as normal. Zoom has created a helpful guide on getting started with your first webinar, which you can view here.

When this step is done you need to go down to the 'Invitation' section and under 'Approvals' click 'Edit'.

Pardot and Zoom Integration showing the invitation tab

This is where you map your fields. It is important to have a plan for what fields are going to be in your form before clicking on this page, to make sure you have the same ones across Zoom and Pardot. If the fields don’t match exactly this process won’t work.

Don't forget to make the same fields required in both as well.

You can also make the most of 'Custom Fields' which allows you to map across fields that don’t already exist in Pardot or Zoom. Once again make sure you create the same questions in both.

Once done, move across to the 'More' tab and select 'Configure' on the ‘Generate Prospects in Pardot via Form Handlers’ selection.

This is the time when you want to create your form handler inside of Pardot. This process is exactly the same as if you were creating a form handler for anything else. If you are new to form handlers you can follow the Salesforce intro here!

Once you've got your form handler link you want to copy and paste it across. You'll need to do this for both the 'Register URL' and 'Attendee URL' to have Zoom automatically update who attends the webinar.

Pardot and Zoom Integration Showing the Form Handler Page

This is how you can use the Pardot and Zoom Integration to run your virtual events use Form Handlers. New prospects will be automatically created in Pardot and Zoom will track who attends and who misses your webinar to allow for tailored retargeting.

For more information around Marketing Automation visit our target webpage here!