Connect Zoom to create meetings and webinars from Quotient, sync registration and attendance, and run follow-up campaigns

Quotient's Zoom integration lets you plan webinars and meetings as marketing events, keep registration in sync with Zoom, pull attendance after the session ends, and use that data in segments and Flows.

This page covers how to add the app, use it, and remove it.

Prerequisites

• A Quotient workspace
• A Zoom account that can authorize apps (admin or owner is typical)
• For Zoom Webinars (registration pages, panelists, one-to-many broadcast): a Zoom plan with the Webinar add-on. Without it, use Meetings instead (workshops, roundtables, smaller interactive sessions)

Adding the app

Install from Quotient. Marketplace users land on the Zoom integration page and continue into the product to connect.

Step 1: Open Zoom in Integrations

1. Sign in to Quotient
2. Go to Settings → Integrations
3. Find the Zoom card and click Connect

You can also open Zoom integration settings directly.

Step 2: Authorize in Zoom

Quotient redirects you to Zoom's authorization page. Sign in if prompted, review the permissions Quotient is requesting, and approve.

Quotient asks Zoom for permission to:

• Create and read meetings and webinars
• List existing meetings and webinars so you can link them
• Add and read webinar registrants
• Read past meeting and webinar participants
• Read webinar reports
• Read the connected Zoom user (connection health and host exclusion)

OAuth access and refresh tokens are stored encrypted at rest (AES-256-CBC). They are not stored in plaintext.

Step 3: Confirm the connection

After you approve, Zoom sends you back to Quotient. On the Zoom integration card you should see Connected.

If authorization fails, see Troubleshooting.

Using the app

All Zoom work in Quotient lives under Marketing Events.

Create a Zoom session

When you create a marketing event, you can:

• Create a Meeting — a standard Zoom meeting tied to the event. Use this for workshops, roundtables, or smaller interactive sessions.
• Create a Webinar — Zoom's webinar format with registration, panelists, and broadcast. Requires the Zoom Webinar add-on.
• Connect an existing meeting — link a meeting you already created in Zoom to a Quotient event. Quotient lists meetings and webinars from the connected account so you can pick one.

After you create or link a session, Quotient stores the Zoom event ID, schedule, and join / registration URLs on the marketing event.

Registration sync

• Push to Zoom — when someone registers for the event in Quotient, Quotient can add them as a Zoom registrant.
• Pull from Zoom — registrations that came in through Zoom's registration page are imported into Quotient (email, name, status).
• Bidirectional sync — keep both lists aligned. Zoom webhooks also notify Quotient when a registration is created or cancelled.

Registrants are stored as People and event participants in Quotient so you can email them and include them in Flows.

Attendance tracking

After the session ends, Quotient pulls attendance from Zoom (join time, leave time, duration) and updates participant status to Attended or No Show. The host is excluded from lead / participant sync when Quotient can resolve the host user.

You can then:

• Segment attendees vs no-shows for follow-up email
• Build audience filters from event participation (for example, “attended this webinar”)
• Trigger Flows on marketing-event status changes (registered, attended, no-show)
• Report on attendance rate, no-show rate, and duration

Removing the app

Remove the connection in both places if you want Zoom and Quotient fully disconnected.

In Quotient

1. Go to Zoom integration settings
2. Open the options menu (⋯) on the Zoom card
3. Click Delete Integration and confirm

This deletes the Zoom connection for that workspace, including encrypted OAuth tokens. Quotient can no longer create Zoom sessions, sync registrants, or pull attendance for that account.

Marketing events, people, and historical attendance records already in Quotient are not automatically deleted. Disconnecting stops new Zoom API access; it does not wipe your event history. Remove those records separately in Quotient if you need them gone.

To reconnect later, click Connect again and complete Zoom authorization.

In Zoom

If you installed or authorized the app from Zoom as well:

1. Sign in to the Zoom App Marketplace
2. Click Manage → Added Apps, or search for Quotient
3. Open the app and click Remove
4. Confirm

After removal, Quotient cannot call Zoom APIs for that Zoom account until someone reconnects. Existing Quotient event and contact data is unchanged unless you delete it in Quotient.

Troubleshooting

Connect never finishes / you don't return to Quotient

• Allow pop-ups for getquotient.ai and zoom.us
• Try a private browser window
• Confirm you approved the correct Zoom account

Connected, then it drops

Zoom invalidates tokens if the same Zoom account is connected from another device, browser, or environment (for example production and staging). Disconnect and reconnect, or use separate Zoom accounts per environment.

Can't create a webinar

The connected Zoom account needs the Webinar add-on. Create a Meeting instead, or upgrade the Zoom plan.

Registrants or attendance don't show up

• Confirm the marketing event is linked to the right Zoom meeting or webinar ID
• Wait until the session has ended for attendance (past participants)
• Reconnect Zoom if the integration health check fails

Need help? Email support@getquotient.ai or use Support.