Learn how to integrate Zoom with Gravity Forms using Pabbly Connect to automate meeting registrations seamlessly. Follow our step-by-step guide for a smooth setup. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Zoom with Gravity Forms, first, access Pabbly Connect. This powerful automation tool allows seamless connections between different applications without coding. Simply visit the Pabbly website and log in to your account.
For new users, sign up for free to explore the features. Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows connecting Gravity Forms and Zoom. This initial setup is crucial for automating your meeting registrations.
2. Creating a Workflow in Pabbly Connect
Now that you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow. For instance, you can title it ‘Add Zoom Meeting Registrant on Gravity Forms Submission’. This helps in identifying your automation easily.
- Select the folder where you want to save your workflow.
- Click on ‘Create’ to proceed.
After creating the workflow, you will be directed to the workflow window where you can set up the trigger and action. Remember, the trigger is what starts the workflow, and the action is what happens as a response.
3. Setting Up the Trigger for Gravity Forms
In this step, you will configure the trigger application in Pabbly Connect. Select ‘Gravity Forms’ as your trigger application. This means that whenever a new form submission occurs, it will trigger the workflow.
Next, choose the trigger event as ‘New Response’. This event will activate the workflow whenever a new entry is submitted. Pabbly Connect will provide you with a Webhook URL, which you will need to copy for the next steps.
- Open your Gravity Forms account.
- Edit the form you want to connect.
- Navigate to Settings > Webhooks and add a new webhook.
Paste the copied Webhook URL into the designated field and set the request method to POST. This setup ensures that Gravity Forms sends the submission data to Pabbly Connect, which will then be processed for Zoom registration.
4. Testing the Trigger Setup with Gravity Forms
After configuring the webhook, you need to test the trigger setup in Pabbly Connect. To do this, submit a test entry through your Gravity Forms. Fill in the required fields and submit the form to generate a response.
Once the test submission is complete, return to your Pabbly Connect dashboard to check if the response has been captured. This step is essential to ensure that the connection between Gravity Forms and Pabbly Connect is functioning correctly.
Verify that Pabbly Connect has received the test submission data. Check the details captured, such as name, email, and other fields.
If the data appears correctly, you have successfully set up the trigger. This means that every time someone submits the Gravity Form, Pabbly Connect will capture the data and proceed to the next action.
5. Adding Zoom Registrant Action in Pabbly Connect
The final step is to set up the action in Pabbly Connect. Select ‘Zoom’ as your action application. This means that the workflow will now take the captured data from Gravity Forms and add it as a registrant in Zoom.
Choose the action event as ‘Add Meeting Registrant’. You will then need to connect your Zoom account to Pabbly Connect. Click on ‘Connect with Zoom’ and authorize the connection. Once connected, select the meeting for which you want to add the registrant.
Map the fields from the Gravity Forms submission to the Zoom registration fields. Ensure you include first name, last name, email, and other relevant details.
After mapping all necessary fields, click on ‘Save and Send Request’. This action will add the registrant to your Zoom meeting automatically. You can verify this by checking your Zoom account for the newly added registrant.
Conclusion
In this tutorial, we have demonstrated how to use Pabbly Connect to integrate Zoom with Gravity Forms. By automating the registration process, you can streamline your workflow and enhance user experience. With just a few steps, you can ensure that every new registration is captured and added to your Zoom meetings seamlessly.
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