How to Integrate Zoom with Salesforce Using Pabbly Connect

Learn how to automate the integration of Zoom and Salesforce using Pabbly Connect. This detailed guide covers step-by-step instructions and exact UI elements for seamless automation.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Zoom Integration

To start integrating Zoom with Salesforce, the first step is accessing Pabbly Connect. Open your browser and navigate to Pabbly.com. Once there, sign in to your Pabbly Connect account or create a new one if you don’t have an account yet.

After signing in, click on ‘Create Workflow’. You will be prompted to name your workflow; for this integration, you can name it ‘Zoom to Salesforce Integration’. This will help you identify the workflow later. Once named, click on the ‘Create’ button to proceed.

Connecting Zoom to Pabbly Connect

In this step, we will connect Zoom as the trigger app in Pabbly Connect. In the trigger window, search for ‘Zoom’ and select it. Next, choose the trigger event as ‘Configure Webhook’. This action will provide you with a webhook URL that you will need to paste into your Zoom account.

• Login to your Zoom account.
• Navigate to the ‘Advanced’ section and click on ‘App Marketplace’.
• Click on ‘Build App’ to create a new app.

After following these steps, you will be guided to create a new JWT app. Provide the necessary information, such as the app name and your company details. After creating the app, enable event subscriptions and paste the webhook URL from Pabbly Connect into the appropriate field. Select the event type as ‘Meeting Registration Created’ to ensure that all new registrants are captured.

Testing the Zoom Integration

Now that Zoom is connected to Pabbly Connect, it’s time to test the integration. Schedule a new meeting in Zoom to trigger the webhook. Make sure to enable registration for the meeting. Once the meeting is scheduled, you can proceed to register a participant.

As soon as a participant registers for the meeting, their details will be sent to Pabbly Connect. You can check the response in the Pabbly Connect dashboard to ensure that the data has been captured correctly. This will include the participant’s name, email, and other relevant details.

If the data is captured successfully, you can move to the next step of integrating Salesforce, ensuring that the workflow is functioning as intended.

Integrating Salesforce with Pabbly Connect

Now, let’s connect Salesforce to Pabbly Connect. In the action window, search for ‘Salesforce’ and select the action event as ‘Create Contact’. This action will allow you to add new registrants as contacts directly in Salesforce.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. After authorization, you will need to map the fields. Map the first name, last name, email, and phone number from the Zoom registration data to the corresponding fields in Salesforce.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new registrant has been added successfully. This integration automates the process of adding contacts from Zoom to Salesforce, saving time and ensuring accuracy.

Finalizing the Automation Workflow

With both Zoom and Salesforce integrated through Pabbly Connect, it’s important to finalize and test the entire workflow. Make sure to conduct several test registrations to ensure that the data flows correctly from Zoom to Salesforce without any issues.

After testing, you can monitor the workflow to ensure it runs smoothly. If needed, adjust the mapping fields or settings in Pabbly Connect to optimize the automation process. This setup will allow you to manage your leads effectively and improve your overall workflow.

By following these steps, you can successfully automate the integration between Zoom and Salesforce using Pabbly Connect, enhancing your productivity and efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoom with Salesforce. This automation helps streamline your workflow by automatically adding Zoom registrants to your Salesforce CRM, enhancing lead management.