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Using ZFusion – Full Guide | Predictive Response

Using ZFusion – Full Guide

Updated guide including all original instructions plus new features: direct Salesforce event creation for Zoom Webinars and Meetings from the Campaign object, and ZFusion AI Insights.

Learning Objectives

  • Use ZFusion for all your Zoom Webinars and Meetings.
  • Create Zoom Webinars and Meetings directly from Salesforce Campaigns.
  • Identify ZFusion custom objects in Salesforce (Zoom Registrations, Zoom Events).
  • Check and report on Zoom data inside Salesforce.
  • Leverage ZFusion AI Insights for actionable sales intelligence.

Requirements

  • An active Zoom account (Webinar license required for Webinars).
  • Salesforce user account with System Administrator permissions.
  • ZFusion installed and connected.
  • Campaign page layout includes Zoom Events and Zoom Registrations related lists.

How ZFusion Works

ZFusion is a Salesforce-native app that syncs your Zoom Webinar and Meeting data into Salesforce in real time. It automatically creates Campaigns, Campaign Members, and Contact/Lead records (or updates existing ones). Engagement metrics such as join/leave times and total minutes attended are stored in the Zoom Registrations object. With the 2025 release, you can now also create Zoom Meetings and Webinars directly from Salesforce Campaigns and use ZFusion AI Insights.

 

Step 1: Create Your Webinar or Meeting

Option A: Create directly from Salesforce

  • Open or create your Salesforce Campaign for the event.
  • From the Zoom Meeting Draft or Zoom Webinar Draft related list click New
  • Choose Meeting or Webinar and fill in event details (Topic, Time, Duration, Registration).
  • Click Save, then click Schedule to create the draft.
  • When you are ready, click Schedule once again and navigate back to the campaign page.
  • The Start URL field will populate on the campaign page, when you’re ready to start the event, simply click on this link. 

If you do not see the Zoom Meeting Draft or Zoom Webinar Draft related list on Campaigns, ask your Salesforce Admin to add it to the page layout.

Option B: Create in Zoom

  • Create your Zoom Webinar or Meeting with registration turned on.
  • Require First Name, Last Name, and Email (other fields optional).
  • When the first registrant signs up, ZFusion automatically creates the matching Salesforce Campaign. Here is a step-by-step guide from Zoom.

In order to collect attendee data for your ZFusion Salesforce integration, make sure to require that all attendees register. You can make the registration signup page as simple or as comprehensive as you like–the only fields required for ZFusion’s Salesforce integration are First Name, Last Name, and Email Address. You can ask for other details including Company, Job Title, and so forth. All of those data points will be added to the Zoom Registration object in Salesforce, a custom object created by ZFusion. 

As soon as an attendee registers for your new Zoom Webinar or Meeting, ZFusion automatically creates a campaign in Salesforce with the same name as the title of your Webinar or Meeting.  

 

Step 2: Promote Your Event

Use the Zoom registration link in your marketing channels: email campaigns, social posts, landing pages. Consider sending reminder emails to maximize attendance.

There are a lot of great guides on how to increase attendance including this one from Zoom.

 

Step 3: Check Data in Salesforce

  • ZFusion creates or updates a Campaign for each event.
  • Campaign Members are added/updated for each registrant.
  • Contacts/Leads are matched by email or created if no match exists.
  • The Zoom Registrations object stores granular attendance data and additional registration fields.

Finding ZFusion in Salesforce

  • Click the App Launcher and search for ZFusion.
  • Open the ZFusion app to access dashboards and reports.
  • Review All ZFusion Campaigns for your most recent events.

Viewing Zoom Data in Salesforce Campaigns

Each ZFusion Campaign includes Zoom event details and related lists for Campaign Members and Zoom Registrations. Add these related lists to your Campaign, Contact, and Lead layouts if not already present.

Clicking on a Campaign name brings you to the Campaign record, where you will find details about the Webinar or Meeting along with related lists showing Campaign Members and Zoom Registrations. Note that the Zoom Registration object is a custom ZFusion object and may need to be added to Campaign, Contact, and Lead Page Layouts in your Salesforce.

Auto Creation of Campaigns and Campaign Members

Anyone who registers for your webinar or meeting via the Zoom registration page will automatically be added to your Salesforce Campaign as a Campaign Member. The Campaign Members related list shows all of your Zoom registrants.

For example, Jane Smith is registering to your Webinar or Meeting in Zoom:

A Campaign is then created in Salesforce and she is automatically added as a Campaign Member.

ZFusion will automatically create a Contact or Lead with the registrant’s information if the integration does not find an existing Contact or Lead in Salesforce with a matching email address. However, if ZFusion finds an existing Contact with a matching email address, it will add that Contact or Lead as a Campaign Member. This prevents the creation of duplicate Contacts or Leads in your database.

Each Campaign Member is linked to their Contact or Lead Record

If you want to know more about a Contact in your Campaign, click on the Contact record link to view their Contact page. On each Contact under Zoom Registrations you will be able to see an overview of all webinars that particular Contact has registered for or attended.

Find attendee information in the Zoom Registration object

You will find details about each attendee’s Zoom Registration on the Zoom Registrations object in Salesforce. Zoom Registrations can be found in related lists under Campaigns, Leads, or Contacts, as well as by navigating to the Zoom Registrations tab.

Clicking on the Zoom Registration name, brings you to the Zoom Registration details page which includes the following information:

  • Zoom Registration ID
  • Registration Status
  • Registration Date and Time
  • Joined/Not Joined
  • Zoom Join Time
  • Zoom Leave Time
  • Time in Webinar or Meeting (Minutes)

This is also where all the registration information will be added if you asked additional questions during the registration process.

ZFusion allows you to track the following data from Zoom Registration forms:

  • Last Name
  • Address
  • City
  • Country/Region
  • Zip/Postal Code
  • State/Providence
  • Phone
  • Industry
  • Organization
  • Job Title
  • Purchasing Time Frame
  • Role in Purchase Process
  • Number of Employees
  • Questions and Answers
  • Custom Questions and Answers: Will be displayed as JSON text.

If you don’t see these fields in your Zoom Registration object, your Salesforce Admin will need to add them to your Page Layout.

 

If at any time you need help with using ZFusion, please visit our support resources to contact us.

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