We're taking a deeper look at some of our integrations, including this one. In the meantime, some of the functionality described here may not work as expected. Thank you for your patience.
With Zoom's Webinar integration you can promote webinars as part of your customer engagement strategy. Launch webinars on the go and see an up-to-date list of upcoming webinars, all through your Live Chat conversations.
In this article:
- Setting Up the Zoom Widget App
- Using Zoom During Conversations
- Registering for a Zoom Webinar
- Uninstalling Zoom
- Help & Support
What you’ll need:
- A Zoom account (Pro Plan or higher)
Setting Up the Zoom Widget App
To connect Zoom with Acquire, go to the App Store tab on the left-hand menu and click on App Categories > Widget. Then, click ‘Install App’ on the Zoom card.
A pop-up window will appear. Select the 'Install' button.
Then, fill out the credentials for your Zoom account.
You will then be taken to a page that asks for your permission to connect your Acquire account and Zoom account. To confirm, click ‘Authorize’.
Once done, you should see your account in the ‘Settings’ tab.
You are now ready to use Zoom in Acquire.
Using Zoom During Conversations
Invite a visitor to a Zoom Webinar during a conversation on the Dashboard. You may choose from a list of webinars, or invite them to a specific webinar.
Step 1: From the conversation toolbar, select the ‘Insert App’ icon.
Step 2: Choose ‘Zoom’ from the dropdown list of installed apps.
Step 3: You will see two options: ‘Manually pick a specific webinar’
and ‘Automatically show upcoming webinars’.
With ‘Pick a specific webinar’, you can invite a visitor to register for a specific webinar.
With ‘Automatically show upcoming webinars’, share an up-to-date list of your upcoming webinars with visitors and allow them to register.
Step 4: Once you click on either of the two options, a card will pop up in your active Live Chat. Customers can register to your webinars instantly from the card.
Select ‘Send Card’ to push the invitation to the visitor’s widget.
Once selected, the visitor sees an invitation for a Zoom Webinar in the widget.
Registering for a Zoom Webinar
After selecting the webinar, the visitor can register for it by inputting their contact information. These details will be recorded in Acquire and Zoom.
Once visitors submit the form, a confirmation message will appear in the widget.
You will see the webinar registrant details in the conversation timeline.
The visitor will then receive a webinar confirmation via email from Acquire.
Zoom Webinars are a powerful and scalable way to connect with customers. Once integrated into the widget, agents can instantly recommend webinars to clients. No more digging through a complex website to find the right link. With the Zoom Webinar integration, an invitation is only a few clicks away.
To uninstall Zoom, go to the App Store and click on the three dots (‘...’) in the upper right corner of the Zoom tile. Select ‘Uninstall’ from the drop-down menu. The app will uninstall.
Once uninstalled, the following information is deleted from Acquire’s database:
- Access token and refresh token
- Account details and basic user profile information
To uninstall the Acquire app from your Zoom account, log in to your Zoom account. Go to Dashboard > Installed Apps > Apps in Production, find the Acquire app, and click on ‘Uninstall’.