Configuring a Zoom Integration in your Portal Account

User level connections are only visible by the user who set them up. Shared connections made by the Administrator are visible and available to all users.

• Setting up a shared Zoom integration
• Setting up a personal Zoom integration

You need to set the Event Integration for your partner account before you are able to activate a Partner-Hosted Event Campaign. Once enabled, the connection remains active and only needs to be turned on/reactivated if connection is lost. 

Setting up a shared Zoom integration (only available to Administrators)

All users in your account can see events from these integrations. Only the Administrator can edit a shared integration.

1. In the Partner Portal, navigate to > Settings.
2. Choose Event Integrations in the left sidebar.

3. Select Zoom > Activate.

   

4. Enter the credentials for the Zoom account in the Zoom window.
5. Click Sign In. 

6. After the account is activated you will see two new buttons:

   • Change or refresh the credentials.
   • Delete the connection.

   

Setting up a personal Zoom integration

Setting up a Zoom integration in your individual user account is useful if you're hosting a global event for a particular time zone or would like to host an independent event.

Only the user that set up the integration can access it, and its scheduled Zoom events. 

1. In the Partner Portal, navigate to one of these areas, depending on your role:
   • Administrator - > My Integrations
   • Sales / Marketing -  > My Settings, then choose Event Integrations in the left sidebar

2. Select Zoom > Activate.

   

3. Enter the credentials for your Zoom account in the Zoom window.
4. Click Sign In.

5. After the account is activated you will see two new buttons:

   • Change or refresh the credentials.
   • Delete the integration.

   

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