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Vishakha_Waghel
Level 2
May 27, 2020
Solved

Marketo-Zoom Integration Data Flow

  • May 27, 2020
  • 1 reply
  • 9291 views

Hi,

I am currently trying to figure out Marketo -Zoom integration and referred https://support.zoom.us/hc/en-us/articles/207267346-Setting-Up-Zoom-for-Marketo for the information but what is missing in this document is the data flow diagram. From the document, I understand that Webhooks pass on the registration information from Marketo to Zoom, and the attendee information is passed from Zoom to Marketo in JSON format through Marketo's REST API. 


Can someone please elaborate more on this, which will help me understand more about it? Also what type of lead information is passed to Zoom (Like the first name, last name, and email address only or more), and for how long does Zoom store the information?

Best answer by PhillipWi1

Hi Laura

 

That step all happens behind the scenes so it's tough to test, unfortunately. The only way I know to do it is to put that token of {{member.webinar url}} in an email, then send a sample based on someone who has the status of "Registered". Then you should see the token output. 

 

If each person should be manually reviewed then you should use the program status "Waitlisted" while a person is in that holding step. Then pushing them to "registered" when you accept them. 

 

For custom questions, you can define these in your Marketo form. Remember all registrants must be via Marketo once the integration is set up 🙂 So put those questions in your form and you will have what you need. 

 

Good luck!

1 reply

Level 9
May 28, 2020

Hi Vishakha!

 

So unfortunately that is the deprecated version of the integration. Here is the new one: https://marketplace.zoom.us/apps/UJPZxd9sQ8-vOWP7ACfxIQ

 

Here's how it works:

 

1. Event program in Marketo is synced to a particular Zoom webinar via the "Event Settings" menu in Marketo.

2. People register for your event in Marketo, and you change their status to be "Registered" for the given program.

3. Marketo sends across first name, last name, and email address to Zoom for registrants.

4. Zoom sends back the individual join link for each person to Marketo. It's stored in the token {{member.webinar url}}. You can now use that token to send join emails to each person with their unique link.

5. At time of event, people join the webinar (or don't). At the conclusion of the webinar, Zoom sends information on attendance back to Marketo, and changes their Program Status to be either "Attended" or "No Show". 

 

Make sense? Effectively behind the scenes Zoom is using the Marketo API to "change program status", and to add that custom URL to a person's profile.

 

Unsure how long Zoom stores the information, but I'm guessing it would be for the life of your Zoom subscription.

5. 

Vishakha_Waghel
Level 2
May 28, 2020

@phillipwi1 Thank you very much for your response. It is very helpful to understand more about it. 🙂