Configuring Your Native Sinorbis Zoom Webinar Integration – Sinorbis

This article explains how to configure your Sinorbis integration with Zoom webinars. To enable this integration you will need access to a:

Sinorbis Pro or Digital Suite subscription
Zoom webinar account

Below, we explain how to:

enable your Sinorbis Zoom integration (one-off app installation), and
integrate your form registration page with your Zoom webinar.

1 Enabling Zoom integration

Log into your Sinorbis account. Hover the mouse over your account name in the top right corner. Click Business Information in the drop-down menu. The Account Summary page displays.

Click the Integrations tab and then click the Zoom icon under Active Integrations. The Zoom log-in page displays.

Signing in

Enter your Zoom login credentials. After successful authentication, your Sinorbis Account Summary page displays. A green check indicates the Zoom account has been successfully connected to Sinorbis.

Integration

Next, log into your Zoom account to continue with the integration setup. For the integration to work, make sure First Name, Last Name and Email are the only required registration fields in the Zoom webinar settings. Please note this does not impact your data collection as this part will be taken care of by Sinorbis.

To manage these settings navigate to Admin > Account Management > Webinar Settings on the navigation menu on the left-hand side.

Scroll down to Registration Settings and click Edit on the right-hand side.

Select Questions and untick all required fields in the right column other than First Name, Last Name, and Email.

2 Creating a Zoom webinar

Please refer to the Zoom instructions to learn how to set up a webinar.

If you want to run multiple webinars under the same theme for different dates, we recommend creating them all at the same time, so you can maximise your promotion efforts via the Webinar Series landing page template.

Note that the confirmation email for your webinar including the unique join link will be sent to registrants via Zoom. To enable this for your webinar,

Navigate to Email Settings in your webinar and click Edit next to Confirmation Email to Registrants Send Upon registration.

A pop-up window displays. Check the box Send Confirmation Email to Registrants and save your settings.

At this stage, you can customise the subject line and some of the email body text generated by Zoom. Click here to learn about Zoom's customising options.

3 Creating a contact form for your webinar registration page

You can either build a landing page from scratch or use one of Sinorbis’ webinar registration landing page templates. Be sure to publish the landing page once you have added the form. For detailed instructions to complete these steps, please refer to the following articles:

4 Connecting your registration form with your Zoom webinar

Go to the top menu and click ENGAGE > Forms. The Forms page displays.

Hover the mouse on the form you created for your webinar landing page and click Integrations.

A popup asks you to send leads to your favourite CRM. Click the Zoom logo.

A second popup lists all your Zoom webinars. At this stage, you have two options. Choose the option that applies to your registration page.

Option 1 - Connect the form to one Zoom webinar to register users by default.

Option 2 - Give users the option to select their preferred webinar from a number of different options.

5 Mapping

You need to map your Sinorbis form fields with the fields in Zoom. If you have chosen the option to let people select from a list of different webinars, you will be prompted to map this field first as in the image below.

If the form is connected to one webinar, you will only be asked to map the fields. When you’re done with mapping your fields click confirm. Another popup will appear confirming to send webinar registrations to your Zoom account. Click OK.

A small Zoom icon next to the form name on your Forms overview page indicates the successful integration.

To test your form integration, navigate to your published landing page by clicking on the link icon and filling in the form with data. The information you submitted will be available in your Sinorbis account and the relevant Zoom webinar.

6 Accessing form submission data

There are a few different ways to access the form submission data for your webinar. You can either integrate the form directly with your CRM via Zapier or Sinorbis’ native HubSpot integration, or you download your form data from Sinorbis into an Excel file to upload into your other marketing systems.

7 Disconnecting Zoom from Sinorbis

To disconnect Zoom from your Sinorbis account, log into your Zoom account and navigate to Installed Apps.

Click on the Uninstall button next to the Sinorbis app. Fill out the reason for uninstalling and click Uninstall.