Automate Sending Zoom Meeting Invites via Gmail with Pabbly Connect

Learn how to automate sending Zoom meeting invites through Gmail using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoom and Gmail Integration

Pabbly Connect is the central platform that allows you to automate sending Zoom meeting invites through Gmail. To get started, log in to your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the integration process.

Once you are in the workflow setup, choose Zoom as the trigger application. You will need to connect your Zoom account by providing the necessary credentials. This connection enables Pabbly Connect to access your Zoom account and manage meeting invites automatically.

2. Configuring the Zoom Trigger in Pabbly Connect

In this step, you will configure the Zoom trigger to send meeting invites. Select the trigger event, which is typically ‘New Meeting’ in Zoom. This allows Pabbly Connect to initiate the workflow whenever a new meeting is created.

• Choose your Zoom account from the connected accounts.
• Select the meeting type you want to automate.
• Test the trigger to ensure it captures the meeting data correctly.

After configuring the trigger, click on ‘Save and Continue’. This will allow the workflow to proceed to the next step, where Pabbly Connect will manage the data flow to Gmail.

3. Setting Up Gmail Action in Pabbly Connect

The next step is to set up the action for sending the email through Gmail. Choose Gmail as the action application in your Pabbly Connect workflow. This action is triggered when a new meeting is created in Zoom.

Select the action event, which is typically ‘Send Email’. You will then connect your Gmail account by authorizing Pabbly Connect to send emails on your behalf. Make sure to provide the necessary permissions during this process.

4. Customizing the Email Content for Zoom Invites

Now, customize the content of the email that will be sent to recipients. In the email setup, you can include dynamic fields from the Zoom trigger, such as meeting ID, date, and time. This allows Pabbly Connect to personalize each email based on the specific meeting details.

• Enter the recipient’s email address.
• Craft a subject line that reflects the meeting topic.
• Compose the email body, including meeting details and the join link.

After customizing the email content, click on ‘Save and Continue’ to finalize the setup. This ensures that every time a meeting is created in Zoom, an email invite is automatically sent through Gmail with the correct details.

5. Testing and Activating the Workflow in Pabbly Connect

After setting up both the Zoom trigger and Gmail action, it’s crucial to test your workflow. Click on the ‘Test Workflow’ button in Pabbly Connect to ensure everything is functioning correctly. This test will simulate a meeting creation and verify that the email is sent as expected.

If the test is successful, you can activate the workflow. This will enable the automation to run in real-time, sending Zoom meeting invites via Gmail whenever a new meeting is scheduled. Make sure to monitor the workflow initially to confirm it works as intended.

Conclusion

Using Pabbly Connect, you can effortlessly automate sending Zoom meeting invites through Gmail. This integration streamlines your workflow, ensuring that all your meeting participants receive timely notifications with essential details.