Overview
Managing online events often means bouncing back and forth between your CRM and your webinar platform. The Zoom Zoom plugin was built to stop that double-handling. As a dedicated CiviCRM extension, it connects CiviCRM directly to your Zoom account to handle event creation, participant registration, and attendance tracking automatically. Instead of manually copying over lists of attendees or pasting meeting links into email templates, the integration does the work for you in the background. It’s designed specifically for organizations that run regular Zoom Meetings or Webinars and want to keep all their event data centralized and accurate within CiviCRM, cutting down on administrative time and reducing human error.
Features
Here is a breakdown of what the plugin handles behind the scenes:
- Automated Zoom Creation: You can configure CiviRules to automatically generate a Zoom Meeting or Zoom Webinar the moment a specific type of event is created in CiviCRM.
- Keep Event Details in Sync: If you change the date, time, or title of your CiviCRM event, the plugin updates the Zoom event to match. It will also delete the Zoom event if the event is canceled or changed to an in-person type in CiviCRM.
- Direct Registration Sync: When someone signs up for your event through CiviCRM, they are instantly registered in Zoom. If they cancel their ticket, they are pulled from the Zoom participant list.
- Post-Event Attendance Tracking: Once your meeting or webinar wraps up, a scheduled job pulls the actual attendance data from Zoom. It updates your CiviCRM participant records to show exactly who attended and who was a no-show.
- Import Existing Zooms: If your team prefers to create events in Zoom first, the plugin can automatically pull those existing Zoom Webinars and Meetings into CiviCRM as new events.
- Custom Trigger Rules: You decide exactly when the integration fires. Because it leverages CiviRules, you can restrict Zoom creation to specific event types (like "Online Workshop") or trigger it using a custom checkbox on your event creation forms.
- Host Delegation: The extension supports Zoom's Schedule Privileges feature, letting you generate meetings on behalf of other staff members or specific host accounts within your organization.
- Secure Connection: The plugin relies on Zoom's modern OAuth Server-to-Server authentication, ensuring the integration stays stable and meets current security requirements.