Automate Your Zoom Meetings with Pabbly Connect: A Step-by-Step Guide

Discover how to automate your Zoom meetings with Pabbly Connect. Learn the top five automations to enhance your workflow and save time. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoom Automation

To start automating your Zoom meetings, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage and signing in or signing up for a new account. This platform allows you to integrate various applications seamlessly, including Zoom.

Once you are logged in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will prompt you to name your workflow and select a folder for organization. After naming your workflow, click ‘Create’ to proceed.

2. Automating WhatsApp Reminders for Zoom Meetings

The first automation involves sending WhatsApp reminders for your Zoom meetings. Using Pabbly Connect, connect your Zoom account as the trigger app. Set the trigger event to ‘Configure Webhook’ to capture new registrants for your meetings.

• Connect your Zoom account in Pabbly Connect.
• Choose ‘Configure Webhook’ as the trigger event.
• Map the meeting details including name, date, and registrant information.

After setting up the trigger, use the Date Time Formatter by Pabbly Connect to format the date and time for reminders. You can then add a delay to send reminders one day and one hour before the meeting starts, ensuring participants are well-informed.

3. Adding Zoom Registrants as Subscribers in Kit

In the second automation, you can add new Zoom meeting registrants as subscribers in your Kit account. This process begins by connecting your Zoom account in Pabbly Connect with the same trigger event, ‘Configure Webhook’.

When a new registrant signs up, their details will be captured. Then, use the action step to add these details as a subscriber in Kit. This allows for effective email communication and nurturing of leads.

By automating this process, you can effortlessly grow your email list and maintain engagement with your audience. This integration ensures you never miss a chance to connect with potential clients.

4. Adding Zoom Registrants from Zoho Form Submissions

The third automation involves integrating Zoom with Zoho Forms. This allows you to automatically add anyone who submits a Zoho Form as a registrant for your Zoom meetings. Start by connecting your Zoho Forms to Pabbly Connect as the trigger app.

• Set up the trigger event as ‘New Form Submission’.
• Map the form fields to Zoom meeting registration fields.
• Ensure all relevant registrant details are captured.

With this setup, every time a form is submitted, the registrant’s details are automatically added to the specified Zoom meeting, streamlining the registration process and saving you time.

5. Sharing Zoom Meeting Details on Slack Automatically

To keep your team informed about upcoming meetings, the fourth automation shares Zoom meeting details on Slack. Connect your Zoom account to Pabbly Connect and use ‘Configure Webhook’ as the trigger event.

Once the meeting is scheduled, format the date and time using the Date Time Formatter by Pabbly Connect. Then, connect Slack as the action app to send a notification to a specific channel.

Your message can include meeting details like the date, time, and URL. This ensures that all team members receive timely updates and can prepare accordingly for meetings.

Conclusion

By utilizing Pabbly Connect, you can automate various Zoom processes, enhancing your efficiency and organization. From sending WhatsApp reminders to integrating with Zoho Forms, these automations simplify your workflows significantly.