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How to connect BlueJeans Events with Zoom Webinar

Connect BlueJeans Events to Zoom Webinar with LeadsBridge

BlueJeans Events » Zoom Webinar

In this article, you'll learn how to set up the bridge and connect BlueJeans Events to Zoom Webinar using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose BlueJeans Events as the source for your bridge
  4. Choose Zoom Webinar as the destination
  5. Click on the Next button

Step 2: Setup your BlueJeans Events source

  1. Type in the name you'd like to call your integration
  2. Enter App Key, App Secret and Email to connect your BlueJeans Events with LeadsBridge
    • Go under the Admin section of your BlueJeans account
    • Click on the Events part
    • Select OAUTH ACCESS
    • Click on Add New App
    • Once done, copie the Api Key and App secret

  3. Please note that if you have an Enterprise account you need set up the toggle on YES
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Zoom Webinar destination

  1. Type in the integration's name in the dedicated field
  2. Select the segmentation concept you'd like to use from the dropdown
  3. Click on the Authorize button
  4. Login to the account you'd like to use
  5. Allow LeadsBridge to access your Zoom Webinar information
  6. You'll see the blue info success message at the top right of your screen
  7. Click on the Next button
  8. You'll now be able to select the destination segment to send your leads to
  9. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  10. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Zoom Webinar.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Zoom Webinar fields available
  • Match the information you wish to pass along from BlueJeans Events
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from BlueJeans Events to Zoom Webinar with LeadsBridge, do not hesitate to contact our Support!