About the Salesforce Sales Cloud integration with ZenVideo

This feature requires an Enterprise plan.

This article discusses how to connect your ZenVideo account to Salesforce Sales Cloud. 

You can sync your video or event registration form with Sales Cloud. This allows you to gather and evaluate leads from your ZenVideo video or event  within your desired campaign in Sales Cloud.

After enabling this integration, you can pass ZenVideo lead generation data back to Sales Cloud and import Sales Cloud data into ZenVideo. You can also sync viewer-level analytics (campaign member status, watch time, polls answered, Q&A) into Sales Cloud. 

In this article:

• How to enable the Sales Cloud integration
• How to use the Sales Cloud integration
• About analytics and the Sales Cloud integration
• Limitations of the Sales Cloud integration

How to enable the Sales Cloud integration

Follow the steps below to link your Sales Cloud data with ZenVideo:

1. Log in to ZenVideo.
2. Select your ZenVideo profile icon, then select Settings to access your account settings.
3. Navigate to Marketing and select Integrations.
4. Next to Salesforce Sales Cloud, select Connect.
   
   ⚠Note: You must be the account Owner to connect Salesforce Sales Cloud to your ZenVideo account.
5. You will be prompted to log in to your Salesforce Sales Cloud account and verify your account via Sales Cloud OAuth.
6. Once you have successfully verified your account, Salesforce Sales Cloud is Connected in your Marketing settings.
7. Now, you can sync with Sales Cloud lists when setting up registration forms for live events or videos. 

How to use the Sales Cloud integration

See below to learn how to use the integration with Sales Cloud on your live events and videos.

1. On Salesforce, create a new campaign for your video or live event by selecting Campaigns > New Campaign. 
   
2. On the registration form for your video or event, select your Sales Cloud campaign from the 'Sync to email list' option.
   • To access the registration form for a webinar, select the settings gear at the top right of the event settings page and then select "Registration" from the right-hand panel. 
     
   • To access the registration form for a video, navigate to the Interactivity tab on the left side of the video settings page and select Registration.
     
3. Once you have synced a Sales Cloud campaign to your webinar or video, users will be prompted to register via the ZenVideo form before watching. 

When viewers register via the form, ZenVideo will scan their email addresses to see if a Lead or Contact exists in Sales Cloud.

• If a Lead or Contact exists → Registrant (Salesforce custom object) is created and associated to that lead or Contact record → Registrant will appear in the campaign synced in ZenVideo event or video.
• If a Lead or Contact does not exist, → A New lead is created for the user → A Registrant is created and associated with that lead or Contact record → The Registrant will appear in the campaign synced in ZenVideo event or video.

You can also import your existing leads by syncing from a Sales Cloud campaign. Learn how at 'How to add attendees to your live event or webinar via CSV file, CRM, or MAP'.

About analytics and the Sales Cloud integration

To receive viewer-level analytics, you must manually complete the webinar or wait one hour after the webinar autocompletes (autocompletion occurs when you don’t manually complete the webinar, but ZenVideo completes it for you). 

You can access your ZenVideo video and webinar data under the campaign (ZenVideo Event ID). 

You can view the registrants for each webinar and video. You can drill into the Registrant's ID to see the lead’s viewer-level analytics. Analytics will appear under the ZenVideo Events and Registrants custom object.

In Related, you’ll find Polls, Q&A, custom, and hidden UTM fields. 

In Details, you’ll find analytics for watch time % and total video views. 

Analytics include:

• Video/webinar title
• Registration date
• Hidden UTM fields. See Track your webinars UTM parameter to learn how.
• Watch time (%)
• Registration statuses
  • Invited
    • User registers on the ZenVideo form or the Salesforce form
  • Registered
    • User registers on ZenVideo or Salesforce form and is matched via email address to a Salesforce Contact or Lead
  • Attended Live
    • Registered guest attends the webinar
  • No Show
    • The user was invited/registered and didn’t attend the webinar or the on-demand recording
• Q&A (live event only)
• Polls and answers (live event only)
• Views (video only)

See Track your webinar's attendee engagement and analytics to learn how.

Limitations of the Sales Cloud integration

Data sync 

Webinar analytics

• In your webinar timezone, CRM data will first start syncing at midnight. Then, it will continue to sync one hour before the start time, and every 15 minutes between when the webinar begins. CRM data will stop syncing when the webinar ends or exceeds two hours in duration. Therefore, viewers who register later may not be reflected on the platform. 
• Viewer-level analytics sync when you manually complete the webinar, OR one hour after, when the webinar Autocompletes (Autocomplete occurs when you don't manually complete the webinar, but ZenVideo completes it for you). Analytics sync every five minutes in five-minute intervals; analytics should finish syncing after 25 minutes.

Video Analytics

• Upload time refers to the exact time when the video was uploaded. For example, if you uploaded a video at 6 AM on June 1st, the analytics for this video will sync daily at 7 AM.

Already registered

Currently, if an attendee registers through a Salesforce form, there’s no way for the integration to identify if they’ve registered or not. Therefore, even if the webinar hosts import the Salesforce campaign, attendees will still need to sign in with their email when they select 'Already registered'.