Zoom Integration

The OptimizePress Zoom integration allows you to easily connect your optin forms to Zoom to send leads to a specific Zoom webinar, where they will be added as an Attendee

In this article

Note:
Zoom requires you collect first name, last name and email for any submission to a webinar in their platform.  When using the Zoom integration, you will notice these fields are automatically locked as required.  

Integration Requirements

You will require an active zoom account with the Webinars add-on in order to use the Zoom webinars integration inside OptimizePress.  If you do not have the webinars addon, you will need to upgrade your account to use this integration

How to use this integration

The OptimizePress Zoom integration is simple and easy to setup.  You will need to have the latest version of OptimizePress Dashboard and OptimizeBuilder installed to use this integration.  As mentioned above, you will also need a non-free Zoom account with the Webinars add-on.

Step 1: Go to the integrations screen inside the OptimizePress Dashboard

Click "Add New Integration" to start the integration process

Step 2: Select the Zoom integration from the integration popup

Scroll down the popup window to find the Zoom integration option

Step 3: Authorize OptimizePress to connect with your Zoom account

To allow your website to transmit subscribers from your optin forms to your Zoom account, and for us to connect to pull lists of webinars from your account, you will need to authorize the oAuth secure connection.  This forms a secure connection between your OptimizePress site and your Zoom account

Step 4: Confirm Zoom is connected

Once you complete the authorization step, you should be taken back to your WordPress site with the Zoom integration showing in your integrations dashboard.  If you have problems with this step, please ensure you have a paid account with the webinars add-on and contact our team for assistance

Step 5: Connect your Optin forms on your landing page

The next stpes take us inside the OptimizeBuilder.  Open your landing page where you have an optin form you want to integrate with Zoom.  This integration will send any subscribers from that form directly to your Zoom account as attendees for the selected webinar

Click the integrations option when you have selected your optin form, and then click "Edit Integration"

Step 6: Select Zoom from the Integrations List

The next stpes take us inside the OptimizeBuilder.  Open your landing page where you have an optin form you want to integrate with Zoom.  This integration will send any subscribers from that form directly to your Zoom account as registrants for the selected webinar

Click the integrations option when you have selected your optin form, and then click "Edit Integration"

Step 7: Select your webinar to add Attendees to

Once you select Zoom as your form integration, you'll need to select which webinar you want your leads to be added to.  You should see a dropdown of all your webinars which are setup and active from inside your Zoom account.

If you do not see the webinar you are looking for here, ensure it is properly setup and active inside Zoom, and go to OptimizePress > Settings > Advanced > Clear cache to clear any cache that may be affecting your webinars list

Step 8: Confirm your form fields

At present, Zoom requires first name, last name and email to be submitted as part of any integration with their platform.  These fields are locked and cannot be adjusted.  You will simply need to click the "Next Step" button to proceed with this integration

Step 9: Choose your form post action

You can now select the action to happen once your form has been submitted.  Choose your preferred option and click "Next Step" to finalise your integration

Step 10: Check the integration settings

At the final step of the integration process, you'll be presented with a summary of your integration settings.  Check these are correct, and close the window.  If you need to modify anything, simply reopen the integration screen and restart the wizard to customize any settings you need to

Step 11: Your Zoom integrated form is ready 😄

Your integrated form is ready - you should see something similar to this on your page:

Step 12: Test Your integration

Now you should test your integration before putting your page live.  Subscribe to your form and check that you appear in the Attendees for your webinar

You've now integrated Zoom with your OptimizePress Optin Form - great work!

Uninstalling the OptimizePress Zoom Integration

If you wish to no longer use the Zoom integration there are a few steps to do this

Firstly you can disconnect your OptimizePress > Zoom integration from your OptimizePress Dashboard

  • Go to OptimizePress3 > and click "Integrations" on the left sidebar
  • Find the Zoom integration in your list of connected Integration services
  • Hover over the Zoom box and you should see the button turn red for disconnect
  • Click to disconnect the Zoom integration

To fully remove the connection between your site and Zoom, you can also remove this inside your Zoom account:

  1. Login to your Zoom Account and navigate to the Zoom App Marketplace
  2. Click Manage > Installed Apps or search for the OptimizePress app
  3. Click the OptimizePress app
  4. Click Uninstall

Troubleshooting

Why can't I see meetings in the integration?
The current OptimizePress > Zoom integration supports webinars only.  We do not connect to the meetings part of the Zoom platform so you cannot add subscribers to Zoom meetings through this integration at present.

How to Contact Support

Here's how you can get further help from our team for your questions regarding our Zoom integration, or any other OptimizePress related questions

  • Our support team are available Monday to Friday, 10am to 5pm GMT to assist with queries or issues you may have.  
  • We endeavour to reply to all emails within 48 working hours - normally much sooner.
  • You can submit a ticket via our email form here.  You can also use the widget on the right corner of this screen.
  • You can find more support for OptimizePress questions in our knowledgebase

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