Description
I have installed the Salesforce Integration app and am wondering why when I create new Webinars in Zoom they are not appearing in Salesforce.
Thanks for reaching out about this, and happy to help.
First, can you confirm that you meet the prerequisites outlined on this page?
Second, can you make sure that the contact/lead names match in Salesforce , the contact/lead owner email is the same as the Zoom Webinar Host email, and the Webinar Host email matches that of the logged in Salesforce user.
Can you confirm the above matches in Salesforce and Zoom?
I have attempted to go through the steps you have outlined, but am still a but perplexed. Step 4 is where I begin to have problems. I create a webinar in Zoom and never see it appear in my sandbox. Shouldn’t the webinar appear in Salesforce even before I send out invitations or receive any registrations?
Verify the Integration
Once you have authorized Zoom and Salesforce, you will want to ensure that Webinars properly trigger campaigns. Perform the following steps:
Create a Webinar on the Zoom portal and set registration approval to manually approve.
Create 2 different registrants for the webinar as a test.
Navigate to Salesforce and login.
Navigate to the Zoom Webinars page on Salesforce and verify that your webinar is listed. Note: You may need to refresh the page to synchronize Zoom and Salesforce.
Click the webinar and scroll down to Registrant Management
Click Pending Approval and verify that your two registrants are listed.
Approve one registrant and deny the other.
Your denied registrant will appear in the Blocked tab while the approved registrant will appear in the Approved tab.
Thank you for your patience. Would you be able to send an email to developersupport@zoom.us with a link to this thread? I’ll troubleshoot this issue from there. If you’re able to make a user for me to check your Salesforce configuration that would be very helpful. If so, please provide the credentials there.
Also, I wanted to let you know that when you respond to a forum post before we do it resets its place in our queue. That can cause delays getting a response.