Automate Zoom Registrants from Google Sheets with SMS Reminders Using Pabbly Connect

Learn how to automate adding Zoom registrants from Google Sheets and sending SMS reminders using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to automate adding Zoom registrants from Google Sheets and sending SMS reminders. This integration simplifies the process, allowing for efficient management of webinar registrations and notifications.

Pabbly Connect serves as the central platform that connects Google Sheets and Zoom seamlessly. By leveraging this tool, you can automate workflows that would otherwise require manual input, saving time and reducing errors.

2. Setting Up Your Google Sheets for Zoom Registrants

The first step is to prepare your Google Sheets, which will contain the registrant information for your Zoom webinars. Ensure your sheet includes essential fields like Name, Email, and Phone Number.

• Column A: Name
• Column B: Email
• Column C: Phone Number

With your Google Sheet set up, you can now move on to Pabbly Connect to create the automation workflow. This setup will ensure that every new entry in your Google Sheets automatically registers the participant in Zoom.

3. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, start by signing into your account and selecting the option to create a new workflow. Name your workflow appropriately, such as ‘Zoom Registration Automation’.

Next, you will need to select Google Sheets as your trigger application. Choose the trigger event as ‘New Spreadsheet Row’. This action will initiate the workflow whenever a new row is added to your Google Sheets.

• Connect your Google account to Pabbly Connect.
• Select the specific Google Sheet you are using for registrations.
• Map the fields from your Google Sheets to the corresponding fields in Zoom.

After setting up the trigger, you can proceed to configure the action step, which will send the registrant information to Zoom.

4. Integrating Zoom with Pabbly Connect

In this step, you will integrate Zoom with Pabbly Connect. Select Zoom as your action application and choose the action event ‘Add Registrant’. This allows you to add new registrants directly to your Zoom webinar.

Upon selecting the action, you will need to authenticate your Zoom account within Pabbly Connect. Once authenticated, map the fields from the Google Sheets data to the Zoom registration form. Ensure that the Name, Email, and Phone Number fields are correctly aligned.

Finally, test the integration to confirm that a new registrant can be added to Zoom successfully. This step is crucial to ensure that your automation works flawlessly.

5. Sending SMS Reminders to Registrants

After successfully adding registrants to Zoom, the next step is to send SMS reminders. In Pabbly Connect, add another action step and select your SMS service provider.

Choose the action event ‘Send SMS’ and authenticate your SMS service account. Map the phone number field from the Google Sheets data to the SMS service. You can customize the message to include details about the webinar.

Message: ‘Hi [Name], you are registered for our webinar on [Date] at [Time].’ Ensure the SMS is sent to the correct phone number.

Once configured, test the SMS action to verify that reminders are sent successfully. This completes your automation process using Pabbly Connect.

Conclusion

In summary, using Pabbly Connect to automate adding Zoom registrants from Google Sheets and sending SMS reminders streamlines your workflow. This integration enhances efficiency and ensures timely communication with participants.