Integrating Zoom with Squad CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoom with Squad CRM using Pabbly Connect to automatically add webinar registrants as leads. Follow this detailed guide for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoom with Squad CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.

Visit the homepage of Pabbly Connect by entering the URL in your browser. If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow to connect Zoom with Squad CRM. Click on the ‘Create Workflow’ button located at the top right corner.

• Name your workflow as ‘Automatically Add Zoom Meeting Registrant as Lead in Squad CRM’.
• Select the folder where you’d like to save this workflow.

After naming your workflow, click on the ‘Create’ button. You will see a screen displaying two important principles of automation: Trigger and Action. A trigger indicates when an event occurs, and an action specifies what happens as a result.

3. Setting Up the Trigger with Zoom

In this step, you will set up the trigger by selecting Zoom as your trigger application in Pabbly Connect. This allows you to capture new registrations for your webinars.

Choose the trigger event as ‘New Registration’ and click ‘Connect’ to create a new connection. If your Zoom account is already linked, you can select an existing connection. Follow the instructions provided to obtain the necessary token for connection.

• Navigate to your Zoom account settings to create a new app in the App Marketplace.
• Enter the redirect URL provided by Pabbly Connect to complete the setup.

Once you have configured everything, click ‘Save’ to finalize the connection. You will receive a webhook URL that will be used to connect Zoom with Pabbly Connect.

4. Adding the Action Step to Create Leads in Squad CRM

Now that you have set up the trigger, it’s time to define the action step. Select Squad CRM as your action application in Pabbly Connect. This will allow you to add new registrants as leads in your CRM.

Choose the action event as ‘Create or Update a Lead’. Similar to the trigger, click on ‘Connect’ to establish a new connection to your Squad CRM account. Enter the required details such as access key, secret key, and API host to create this connection.

Map the required fields like first name, last name, email, and phone number from the Zoom registration data. Click on ‘Save’ and send a test request to verify that everything works correctly.

After successfully mapping the data, you can check your Squad CRM to ensure the new lead has been created. This automation saves you from manually transferring data and helps maintain organization.

5. Testing the Integration and Finalizing

To finalize the integration, you need to test it by generating a new registration in Zoom. This will trigger the workflow you set up in Pabbly Connect.

Open the registration link for your webinar and fill in the required fields to make a test submission. After submitting, return to Pabbly Connect to see if the data has been captured correctly in the workflow.

If everything is set up correctly, you should see a successful response indicating that a new lead has been created in Squad CRM. This confirms that your integration is working flawlessly, allowing you to focus on following up with leads efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoom with Squad CRM. By automating the process of adding new webinar registrants as leads, you can significantly enhance your efficiency and organization.

Utilizing Pabbly Connect not only saves time but also ensures that all your leads are captured seamlessly, allowing for better follow-up and conversion opportunities.