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

Learn how to integrate Zoom with InCharge using Pabbly Connect. This guide provides a step-by-step process for automating webinar registrations. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoom with InCharge, you must first access Pabbly Connect. This platform enables seamless automation between various applications. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the Pabbly Connect dashboard to initiate the integration process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to name your workflow and select a folder for organization.

• Name your workflow: ‘Create or Update InCharge Person from Zoom Meeting Registrant’.
• Select the folder: Choose the appropriate folder for your workflow.

Once you’ve named your workflow and selected a folder, click the ‘Create’ button to proceed. This sets up the structure for your automation between Zoom and InCharge using Pabbly Connect.

3. Setting Up the Trigger for Zoom Registrations

The next step involves setting up the trigger in Pabbly Connect. Select Zoom as your trigger application and configure the trigger event as ‘New Meeting Registration’. This ensures that any new registration in Zoom will initiate the workflow.

To connect Zoom with Pabbly Connect, click on the ‘Connect’ button. You will need to add a new connection by providing a secret token obtained from your Zoom account settings. Follow the on-screen instructions to retrieve this token and paste it into the required field.

4. Configuring the Action Step to Update InCharge

After setting the trigger, the next step is to configure the action. For this, select InCharge as your action application and choose ‘Add or Update Person’ as the action event. This allows Pabbly Connect to automatically add new registrants to your InCharge account.

Authorize Pabbly Connect to access your InCharge account by clicking the ‘Connect’ button and allowing the necessary permissions. Once authorized, map the data fields from the Zoom registration to the corresponding fields in InCharge, such as email, first name, and last name.

• Map the email from the Zoom registration response.
• Map the first name and last name accordingly.

After mapping the necessary fields, click on the ‘Save and Test Request’ button to finalize the setup. This action will check if the integration works correctly by adding the new registrant to InCharge.

5. Testing the Integration Between Zoom and InCharge

To ensure that everything is functioning as expected, perform a test registration using the Zoom meeting registration link. Fill out the registration form with test data and submit it.

After submitting the registration, check your InCharge account to confirm that the new registrant has been added successfully. Refresh the InCharge page to see the updated list of persons. You should see the new registration reflecting in your InCharge account.

This confirms that the integration between Zoom and InCharge using Pabbly Connect is working flawlessly. Now, every time someone registers for your Zoom webinar, their details will be automatically added to your InCharge account.

Conclusion

Integrating Zoom with InCharge using Pabbly Connect streamlines your registration process, allowing for efficient management of webinar attendees. This automation saves time and enhances productivity by ensuring that every new registrant is automatically added to your InCharge account.