Automatically Add Zoom Meeting Registrants as Salesforce Lead Using Pabbly Connect

Learn how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect in this step-by-step 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. Accessing Pabbly Connect for Integration

To automatically add Zoom meeting registrants as Salesforce leads, you first need to access Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up for free. If you don’t have an account, click on the ‘Sign up for free’ button. After signing up, you will receive 100 free tasks every month, allowing you to explore the platform.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and a prompt will appear asking you to name your workflow. Name it something descriptive, such as ‘Automatically Add Zoom Meeting Registrants as Salesforce Lead’.

• Click on the ‘Create’ button to proceed.
• You will be taken to a new window where you can set up your trigger and action.

In this window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the first step that will initiate your workflow, while the action is what happens afterward. Select Zoom as your trigger application and configure the trigger event as ‘Configure Webhook’.

3. Connecting Zoom with Pabbly Connect

To connect Zoom with Pabbly Connect, click on the connect button after selecting the Zoom trigger. You will need to create a new connection by adding a token from Zoom. This token is crucial as it allows Pabbly Connect to access your Zoom account.

To obtain the token, you must create a new app in the Zoom App Marketplace. Click on the ‘Develop’ button and select ‘Build App’. Fill in the necessary details, including the redirect URL provided by Pabbly Connect. Once everything is set, you will receive a secret token that you can copy and paste back into Pabbly Connect.

4. Configuring Event Subscription in Zoom

Next, you need to configure the event subscription in Zoom to ensure that every time a new registration occurs, the details are sent to Pabbly Connect. In your Zoom app settings, enable the event subscription option and add a new event subscription.

• Select the method as ‘Webhook’.
• Add the notification endpoint URL you copied from Pabbly Connect.

Choose the event type as ‘Meeting Registration Created’. This setup ensures that every new registrant’s details are sent to Pabbly Connect, allowing you to create a lead in Salesforce automatically.

5. Adding Leads to Salesforce Using Pabbly Connect

Finally, after setting up Zoom, the next step is to add the leads to Salesforce. In Pabbly Connect, select Salesforce as your action application and choose the action event as ‘Create Lead’. Connect Salesforce to Pabbly Connect by clicking on the connect button and allowing access to your Salesforce account.

Map the details from the Zoom registration to the Salesforce lead fields. For example, map the first name, last name, and email address from the Zoom response to the corresponding fields in Salesforce. Once everything is mapped, you can test the integration by creating a new registration in Zoom.

When you register a new participant, their details should automatically populate in Salesforce as a new lead, demonstrating the seamless integration facilitated by Pabbly Connect.

Conclusion

In this tutorial, we explored how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect. By following the steps outlined, you can streamline your lead generation process and enhance your sales efforts effectively.