Integrating Zoom with Flow Loop Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Zoom meeting registrations into Flow Loop contacts using Pabbly Connect. Follow this detailed guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Zoom with Flow Loop, access Pabbly Connect by typing Pabbly.com/connect in your browser. This platform allows you to automate processes without coding.

Once on the homepage, sign into your Pabbly account. If you are a new user, click on ‘Sign Up for Free’ to receive 100 free tasks monthly. Existing users can simply click ‘Sign In’ to access the dashboard.

Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard displaying your workflows. To create a new workflow, click on the ‘Create Workflow’ button and name it, for instance, ‘Create Flow Loop Contact from Zoom Meeting Registrant’.

Select the folder where you want to save this workflow. After naming and selecting the folder, click ‘Create’. You will see two boxes: one for the trigger and one for the action. The trigger will be Zoom, and the action will be Flow Loop.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder for saving the workflow.

Once the workflow is created, you can set the trigger and action applications. The trigger application will be Zoom, which will initiate the workflow when a new registration occurs.

Setting Up Zoom as the Trigger Application

In the trigger section of Pabbly Connect, select Zoom as your application. Choose the ‘New Registration’ event to trigger the workflow upon new registrations. Click on ‘Connect’ to establish the connection.

If you do not have an existing connection, create a new one by entering the required token from your Zoom account. You will need to navigate to the Zoom Admin Dashboard and access the App Marketplace to set up the connection.

• Go to Zoom Admin Dashboard.
• Access the App Marketplace and click on ‘Develop’.
• Create a new app and copy the OAuth redirect URL provided by Pabbly Connect.

After saving the connection, you will receive a webhook URL from Pabbly Connect that you will need to set up in Zoom for event subscriptions.

Configuring Flow Loop as the Action Application

For the action application, select Flow Loop in Pabbly Connect. Choose the ‘Create CRM Account Contact’ action event. You will need to connect your Flow Loop account by entering the account URL and API key.

To find your API key, log into your Flow Loop account, navigate to your profile, and access the API settings. Create a new API key by selecting the application and saving it. Copy this key and paste it into Pabbly Connect.

Log into Flow Loop and navigate to API settings. Create a new API key and copy it. Paste the API key into Pabbly Connect.

After connecting, you can map the fields from Zoom to Flow Loop to ensure that the data flows correctly when a new registration occurs.

Testing the Integration Between Zoom and Flow Loop

To test your integration, click on ‘Save and Send Test Request’ in Pabbly Connect. This will allow you to check if the connection between Zoom and Flow Loop is functioning properly. Perform a test registration in Zoom to generate a response.

After completing the test registration, check your Flow Loop account to see if the contact was created successfully. You should see the newly registered contact appear in your Flow Loop CRM.

Click ‘Save and Send Test Request’ in Pabbly Connect. Perform a test registration in Zoom. Check Flow Loop for the new contact.

If the contact appears in Flow Loop, the integration is successful, and you can now automate the process of creating contacts from Zoom registrations using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate Zoom meeting registrations into Flow Loop contacts using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that every registration is captured efficiently.

Utilizing Pabbly Connect not only saves time but also enhances your productivity by automating repetitive tasks. Start integrating your apps today for a more efficient workflow!