How to Connect to Zoom

  • Updated

Essentials to Get Started

  • Username and password for an Act-On Marketing or Admin user
  • Login Credentials for a Zoom user which has a Zoom Video Webinar license

Instructions

To connect your Zoom account to Act-On, each Act-On user who will create Zoom campaigns can log in following these steps:

  1. Navigate Settings > Connectors
  2. Select Webinar > Zoom
    • If this is your first time connecting, approve Act-On by clicking Authorize
    • If you cannot authorize the app, see Troubleshooting below for more instructions
  3. Click the Connect button, you will receive a pop-up window for Zoom
  4. Log in using either an email and password, or SSO
  5. Click Sign In

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You should now see an active connection to Zoom in your Act-On account.

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FAQs and Troubleshooting

"You cannot authorize the app" - Error Message

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If you see this message when you are connecting to Act-On, this means that your Zoom Administrator has required pre-approval of all apps that are not listed in the Zoom App Marketplace.

Step 1 - Request Pre-approval for Act-On

To continue, click the button Request pre-approve.

Step 2 - Ask your Zoom Administrator to approve the Act-On app

Next, contact your Zoom administrator and ask them to approve Act-On following these instructions:

  1. Log into the Zoom App Marketplace
  2. Click Manage at the top right to access the Admin Dashboard
  3. Go to App Requests, find the request for Act-On
  4. Click the Pre-approve button

More information for Zoom Administrators: Managing Zoom Marketplace (Zoom.us)

Step 3 - Log in to Act-On

Once your Zoom Administrator has approved the Act-On app, you may proceed to log in using the  instructions above.

Why can't I see our webinars when my co-worker has already connected?

Some Act-On connectors have a universal login for the account (such as with CRMs). Other connectors will be specific to the logged in user. Zoom is specific to the Act-On user, therefore every Act-On User who will promote a Zoom webinar will need to log in to Zoom.

Why am I logged in to the wrong account?

When signing in, Act-On connects with Zoom using your browser session. If you are using different accounts for Zoom Meetings and Zoom Webinars, you may have an open session with the incorrect account.

Solution: Clear your browser cookies for Zoom, disconnect in Act-On and try to log in again.

Instructions for Google Chrome:

  1. In Chrome, go to Settings > Privacy and security > Cookies and other site data (more info)
  2. In the Cookies search box, search for Zoom
  3. Find the Zoom site and click on the Trash icon
  4. Now, go back to Act-On and go to  Settings > Connectors > Webinar > Zoom
  5. Click +Disconnect

You may now connect to Zoom using the correct account following the instructions above.

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