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

Learn how to integrate Zoom with Salesforce using Pabbly Connect to automate your meeting registrations and enhance your CRM workflow. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoom and Salesforce Integration

To begin the integration process, you first need to access Pabbly Connect. Open your web browser and type in Pabbly.com. After reaching the landing page, click on the ‘Connect’ option to start.

Once you are on the Pabbly Connect dashboard, sign in or create a new account if you don’t have one. This platform allows you to automate workflows between different applications, such as Zoom and Salesforce, without any coding skills.

2. Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you can name it ‘Zoom to Salesforce’.

• Click on the ‘Create’ button to initiate the workflow.
• In the trigger window, choose ‘Zoom’ as the app.
• Select ‘Configure Webhook’ as the trigger event.

Once you have set this up, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Zoom account.

3. Connecting Zoom to Pabbly Connect

Now, head over to your Zoom account and navigate to the ‘Advanced’ section in the admin panel. Click on ‘App Marketplace’ and then select ‘Build App’.

Choose the ‘Webhook Only’ type and click on ‘Create’. Name your app and fill in the required details. Once your app is created, toggle the event subscription to the right and click on ‘Add Event Subscription’.

Paste the webhook URL you copied from Pabbly Connect into the event notification endpoint URL field. Select the event type as ‘Meeting Registration Created’ to ensure that every time a new registrant is added, it triggers the webhook.

4. Testing the Integration with Zoom

After setting up the webhook in Zoom, return to Pabbly Connect and click on the ‘Capture Webhook Response’ button. This will allow you to test if the integration is working correctly.

Now, schedule a new meeting in Zoom. After the meeting is scheduled, create a test registrant using the registration link. Once the registration is completed, Pabbly Connect should capture the registrant’s details.

Check the response in Pabbly Connect to verify that the data has been captured successfully. This data will include the registrant’s name, email, and any other relevant details you configured in the registration form.

5. Adding Registrants to Salesforce

With the registrant details captured, it’s time to send this data to Salesforce. In the action window of your workflow, select ‘Salesforce’ as the app and choose ‘Create Contact’ as the action event.

Connect your Salesforce account to Pabbly Connect and map the fields from the Zoom response to the corresponding fields in Salesforce. This includes mapping the first name, last name, email, and phone number.

Once you have mapped the fields, click on ‘Save and Send Test Request’. Check your Salesforce account to confirm that the new contact has been added successfully. This completes the integration process.

Conclusion

In this tutorial, we demonstrated how to integrate Zoom with Salesforce using Pabbly Connect. This automation allows for seamless transfer of registrant data, enhancing your CRM workflow and improving efficiency.