Initial Set-Up

Initial set-up is easy, but first things first: you must have a Zoom account, Pro plan or higher, and either be the owner of the account or have permissions to create apps. Also we recommend the Webinar add-on for your Zoom account.

Creating a Server OAuth Private App

Zoom has provided excellent instructions here: https://developers.zoom.us/docs/internal-apps/

Ensure the Server-to-Server OAuth App in Zoom is active before continuing.

Website Set-Up

Navigate to Forms > Settings > Zoom Webinar.

• Zoom Account ID: This is the Account ID provided in your Server-to-Server OAuth app.
• Zoom Client ID: This is the Client ID provided in your Server-to-Server OAuth app.
• Zoom Client Secret: This is the Client Secret provided in your Server-to-Server OAuth app.
• Default Meeting Type: While created for webinars, this plugin will also work for normal meetings. You may change which one you would like to be selected by default. You can also change it on the individual feeds.
• Optional: Save and import the gravity-forms-zoom-registration-sample-form.json file as a starter form (right-click + save link as). All required and optional registration fields are included.

Setting up a Webinar or Meeting

Webinars: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0064444
Meetings: https://support.zoom.com/hc/en/article?id=zm_kb&sysparm_article=KB0061821

Note that you must require registration on your webinar or meeting, and do not make any fields required.

Connecting to Your Form

Navigate to Forms > [Choose a Form] > Settings > Zoom Webinar. Add a new feed.

• Meeting Type: While created for webinars, this feed will also work for normal meetings
• Name: Enter a feed name to uniquely identify this setup
• Webinar/Meeting ID: Add the Webinar or Meeting ID. You will find this in your Zoom.us webinar or meeting setup.
• Registration Fields: Setup the Zoom Webinar Registration fields by selecting the appropriate form field from the list. First name, last name, and email are required fields.
• Add any conditions you want (if any)

That's it. Complete the form and see yourself appear in your Zoom webinar/meeting registration. You should also receive the confirmation email from Zoom saying that you are registered.

Troubleshooting

If you do not receive an email or see yourself in the Zoom webinar/meeting registration after submitting the form, then you can check the entry detail notes for an error message. 9 times out of 10 the error will indicate that a required field isn't mapped correctly. If that is the case, ensure that you did not make other fields required on your Zoom webinar/meeting registration form. Also make sure that all fields are mapped correctly.

If you need additional help, please contact support.