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Zoom Integration with GreenRope
Seamlessly import Zoom meeting attendees and webinar registrants into GreenRope.
GreenRope now includes native Zoom integration which allows for seamless, automatic import of Zoom meeting attendees and webinar registrants into your CRM. By matching Zoom events to GreenRope CRM Calendar events, we'll add attendees as new contacts or update empty fields for existing contacts in your CRM, and activate workflows for each of them. Using the power of workflows, you can then add attendees to a particular group, start contacts on a Journey, or send text message follow-ups. This feature integrates attendee/registrant data from both single or recurring events.
In this post we will cover each of the following setup steps detail, making your zoom integration as painless as possible.
How to set up your Zoom integration
The first step is setting up your account integration, followed by creating your matching Zoom and GreenRope events.
After you’ve connected to Zoom the first time, this button will have additional options:
In Zoom, create the event:
In GreenRope, create an event in the calendar:
There are two ways importing Zoom registrants and attendees occurs, automatically every hour or manually.
GreenRope will automatically check whether there are new registrants to import every hour. This occurs once the GreenRope-Zoom connection has been authorized in the Settings > Integrations screen.
You can manually force an import at any time by using the "Retrieve Zoom Attendees" button on the Settings > Integration page.
Importing is a two-step process, where first you identify the users in Zoom that you want to import, followed by the final import.
Note that if you have many events in Zoom, the initial import can take a while. If you find the process is timing out (the spinner stays on the screen for over 2 minutes), choose one user at a time when performing a manual import.
After the Webinar
After the webinar is over, we will import all of the participants into the event in your CRM.
As the system checks for new registrants to import hourly a report email will be sent to the relevant people on your team if new attendees/registrants are added or if there is an authentication error.
Who receives the report depends on what settings you have in place:
A successful report will list the contacts imported for each event, and will indicate if any CRM data fields were updated from the registration data. Note that only empty fields will be updated (e.g., if the Zoom registration contains a first name for a registrant and you don't have a first name for that contact in your CRM).
To make sure all your attendees get added to a group, simply specify that in the “Join group” section of the Attendee RSVP Workflow.
If you do not select a group from the “Join group” selector, the contacts will be added to the CRM but will not be added to any groups.
To choose a workflow to trigger when new event registrants or attendees are added, use the "Activate Workflow" selector. The workflow can perform any valid action, delay, or decision, such as sending an email, waiting a specified number of days, or evaluating their demographics to determine another action. Using workflows you will be able to do such things as sending a specific email, adding the attendee/registrant to multiple groups, starting them on a particular journey, or scheduling a followup from your representative.
You can trigger workflows for all new attendees directly in the Event Detail screen of the GreenRope Event.
If you login as a general Zoom account user, you will see this screen. On the left side navigation, choose the Account Profile tab to see the Account Owner’s email address.
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