How to Add Zoom Registrant to SendGrid as Contact Using Pabbly Connect

Learn how to automate adding Zoom registrants to SendGrid contacts using Pabbly Connect. Step-by-step guide with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoom and SendGrid Integration

To automate adding Zoom registrants to SendGrid as contacts, you first need to set up Pabbly Connect. Start by creating a free account on the Pabbly Connect dashboard. This platform will facilitate the integration between Zoom and SendGrid seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoom to SendGrid’, and select the folder where you want to save this workflow. This initial setup is crucial for organizing your automations effectively.

2. Connecting Zoom to Pabbly Connect

The next step involves connecting your Zoom account to Pabbly Connect. In the trigger window, search for Zoom and select it. Then, choose the trigger event as ‘Configure Webhook’. This allows Pabbly Connect to receive data from Zoom whenever a new registrant signs up.

• Select ‘Add New Connection’ to link Zoom with Pabbly Connect.
• You will need to create a token from the Zoom Marketplace.
• Follow the instructions provided in Pabbly Connect to build a Zoom app and retrieve the token.

After obtaining the token, paste it into the connection window in Pabbly Connect and click ‘Save’. This will establish the connection between your Zoom account and Pabbly Connect, enabling it to capture new registration details.

3. Setting Up the Webhook in Zoom

Once your Zoom account is connected to Pabbly Connect, you need to set up the webhook in Zoom. Copy the webhook URL provided by Pabbly Connect and navigate back to the Zoom app you created earlier. Here, you will enable event subscriptions for your app.

• Turn on the event subscription and click ‘Add New Event Subscription’.
• Select the method as ‘Webhook’ and name your subscription.
• Choose the event ‘Meeting Registration Created’ to capture new registrants.

Paste the copied webhook URL into the event notification endpoint URL field and click ‘Save’. This step ensures that whenever someone registers for a Zoom meeting, the details are sent to Pabbly Connect.

4. Adding Registrants to SendGrid via Pabbly Connect

After setting up the webhook, it’s time to configure Pabbly Connect to add registrants to SendGrid. In the action step, search for SendGrid and select it. Choose the action event as ‘Add or Update Contact’. This will allow Pabbly Connect to send the registrant’s details to SendGrid. using Pabbly Connect

Click on ‘Add New Connection’ to link your SendGrid account with Pabbly Connect. You will need to provide your SendGrid API key, which can be found in your SendGrid account settings. After entering the API key, click ‘Save’ to connect SendGrid with Pabbly Connect.

5. Mapping Registrant Details to SendGrid

Once the connection is established, you’ll need to map the fields from Zoom to SendGrid. In Pabbly Connect, select the contact list where you want to add the registrants. For instance, choose the ‘Zoom Registrants’ list.

Then, map the necessary fields such as email, first name, last name, and city. This ensures that the correct information is sent to SendGrid. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

After registering a new participant in Zoom, you can check your SendGrid account to confirm that the registrant has been added successfully. This confirms that the automation through Pabbly Connect is functioning as intended.

Conclusion

Using Pabbly Connect, you can easily automate the process of adding Zoom registrants to SendGrid contacts. By following the steps outlined, you can ensure that every new registration is captured and added seamlessly, enhancing your marketing and communication efforts.