Automatically Add Zoom Meeting Registrants as Salesforce Leads Using Pabbly Connect

Learn how to automatically add Zoom meeting registrants as Salesforce leads using Pabbly Connect. Step-by-step guide for seamless integration. 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 to Set Up Integration

To automatically add Zoom meeting registrants as Salesforce leads, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, simply click on the ‘Sign Up for Free’ button to create one.

Once registered, log in to your account. From the dashboard, select the option to create a new workflow. This is where you will set up the automation between Zoom and Salesforce. You will need to name your workflow, something like ‘Add Zoom Registrants as Salesforce Leads’. After that, click on the ‘Create’ button to proceed.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. The trigger is essential as it initiates the workflow. Click on the trigger application and select ‘Zoom’ as your trigger app. Then, choose the ‘Configure Webhook’ event to capture new meeting registrations.

• Select ‘Zoom’ as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Connect Zoom with Pabbly Connect using the generated token.

After selecting the appropriate options, proceed to connect Zoom with Pabbly Connect by creating a new connection. Follow the instructions provided to generate a token from your Zoom account. This token is crucial for establishing the link between Zoom and Pabbly Connect.

3. Creating a Zoom App for Integration

Next, you will need to create a new app in Zoom’s Marketplace to facilitate the integration. This app will allow Pabbly Connect to receive registration details. Navigate to the Zoom Marketplace, click on ‘Develop’, and then select ‘Build App’. Choose the appropriate app type and name it, for example, ‘Pabbly Connect’.

Fill out the necessary details for your app, including the redirect URL provided by Pabbly Connect. This enables Zoom to send registration data directly to Pabbly Connect. After completing the app setup, click on ‘Continue’ to generate your secret token.

Once you have the token, return to Pabbly Connect to finalize the connection. Paste the token into the required field and save the connection. This step is crucial to ensure that Zoom can communicate with Pabbly Connect effectively.

4. Setting Up the Action in Pabbly Connect

With the trigger configured, it’s time to set up the action that will occur in Salesforce. In this step, select Salesforce as your action application in Pabbly Connect. Choose the ‘Create Lead’ action event to automatically add Zoom registrants as leads in Salesforce.

• Select ‘Salesforce’ as the action application.
• Choose ‘Create Lead’ as the action event.
• Connect Salesforce with Pabbly Connect by allowing access.

After connecting Salesforce, map the fields from the Zoom registration data to the corresponding fields in Salesforce. This ensures that each lead is created with the correct details, such as name and email. Once mapped, click on ‘Save’ to finalize the action setup.

5. Testing the Integration

Now that you have set up both the trigger and action, it’s time to test the integration using Pabbly Connect. Create a test registration in Zoom to see if the details are correctly sent to Salesforce. Go to your Zoom meeting and fill out the registration form with test data.

After submitting the registration, return to Pabbly Connect to check the response. If successful, you will see the registration details reflected in the Pabbly Connect dashboard. This confirms that the integration is functioning as intended.

Check Salesforce to ensure that the lead has been created with the correct information. This entire process allows you to automatically add Zoom meeting registrants as Salesforce leads, streamlining your workflow and improving efficiency.

Conclusion

Using Pabbly Connect, you can effectively automate the process of adding Zoom meeting registrants as Salesforce leads. This integration enhances your ability to manage leads and follow up efficiently, ultimately improving your business operations.