While integrating Zoom with Pardot, I faced a lot of small issues which were bewildering. The Zoom technical documentation did not provide clarity on these issues and I had to open multiple tickets with Zoom Support to find the answers. You can well imagine the turnaround time on these tickets during these pandemic times. I am listing down a few of the issues that I faced and hope that the solutions provided will also help you sail through them.
1. To use Pardot Account or Salesforce SSO: While installing the app for Pardot from Zoom Marketplace, you get the choice to login using the Pardot Account or Salesforce SSO. Now that Salesforce does not allow to have Pardot-only users for logging to Pardot Lightning, the only way to integrate Zoom with Pardot is to use Salesforce SSO option.
2. Using an Integration User while installing the app: Create a separate Integration User for this purpose with a Salesforce license. An Identity license will not work here. This Integration User should also have the System Admin profile so that it can make changes in Salesforce.
3. Scheduling Zoom Webinars or Meetings: Since you are integrating Zoom with Pardot, you must be using Zoom for scheduling either Webinars or Meetings or both. Pardot only supports Zoom Webinars and not Meetings. Also, you cannot use Salesforce to schedule Zoom Meetings or track the changes to Campaign Member Statuses for the participants of Zoom meetings in Salesforce. For a Zoom meeting, Zoom does not change the Campaign Member Statuses for the participants of Zoom meetings in Salesforce at all.
Image: SF Campaign
4. Changes to Campaign Member Statuses for the participants of Zoom Webinars in Salesforce: If you integrated Zoom with both Salesforce and Pardot, you must be expecting Campaign Member Statuses for the participants of Zoom Webinars to change automatically in Salesforce once the event is over. Sadly, Zoom only changes the status for the participants who attended the Webinar to 'Attended'. It does not change the status for others who registered but did not attend the event to 'Not Attended', their Status remains as 'Approved' or 'Confirmed' as you has set previously. Thus, it makes sense to make this change from Pardot directly.
5. Post URL: The Post URL has can be seen in the screenshot below refreshes every time you open the app settings in Zoom. Thus, when you use it within Pardot Forms, you just need to paste the URL given here once in it. You don't need to bother about it even though it changes the next time you access it.
Image: Zoom Integration Settings
6. Field Settings for Zoom Webinar: The way to find Field Settings for Zoom Webinar is not straight forward. If you want to map the default fields for a Pardot form in Zoom you need to navigate to Registration Settings inside the Zoom Webinar, click Edit and them select the field mapping as shown in the screenshot below.
Image: Zoom Webinar Settings
Image: Zoom Webinar Settings
7. Country Field in Zoom, Pardot and Salesforce: The Country field is a tricky one. This is a default field that is automatically mapped between Zoom and Pardot. The default Country field in Pardot is mapped with the default Country field in Salesforce through State and Country/Territory Picklists settings. The default field in Zoom pushes Country codes to Pardot and this is also mapped in between Pardot and Salesforce. Thus, going ahead with this mapping will not cause any issues. The problem arises when instead of Country Codes you wish to display Country Names on your Pardot forms. There will be a mismatch in values and you will get a form error on submission.
To solve this problem, you will have to create a Custom Field in Pardot (Text Field) for Country and map it to the Country field in Zoom. Now, map this custom Pardot field to the Default Country field (takes both Country Code & Name) in Salesforce. Now, when you add this custom Country field on a Pardot form (Select Dropdown field type), in the Value tab, select 'Countries' and save your form. This way you can fetch the Country Name value in Pardot through the .
Image: Pardot Prospect Fields - Country Field's Settings
Image: Pardot Form - Country Field's Settings
Image: Zoom Integration Settings
Also, in Zoom's Webinar, under Questions tab in Registration Settings, select the checkbox next to Country/Region. This will enable accepting the value for this field through the Pardot form linked to Zoom.Image: In Zoom Webinar Settings
8. Using the Pardot Form embedded on a Pardot Landing Page: When using Pardot Form that need to be embedded on a Pardot Landing Page, make sure that you use the same Layout template that has been used with the form. The changes that we made to the code snippet there have to be the same for the landing page too. Missing this step would start throwing errors on form submission again.
9. Stop sending emails from Zoom: Upon registration, Zoom automatically sends confirmation emails with links to join the Webinar. If you are integrating Zoom and Pardot, you would want to send all the emails regarding the Invitation, Confirmation, Reminder and follow-up to go from Pardot. This will help you customize/style them better and also track them. Thus, you must disable sending them from Zoom. You can find the Email Settings inside Zoom Webinar as displayed in the screenshot below. You can then click on Edit on each email and disable sending them from Zoom.
Image: Zoom Webinar Settings
Image: Zoom Webinar's Email Settings
Hope this helps you in clearing some of the confusion surrounding the integration. Best of luck!
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