How to Automatically Add Zoom Meeting Registrants as Contacts in Z CRM

Learn how to integrate Zoom and Z CRM using Pabbly Connect to automate the addition of meeting registrants as contacts in your CRM. 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. Overview of Trigger Integration with Zoom and Z CRM

Trigger integration with Zoom and Z CRM allows you to automate the process of adding new meeting registrants as contacts in your CRM. This integration is crucial for business owners who conduct webinars and meetings using Zoom.

Using Pabbly Connect, you can streamline this process without needing any coding skills. The goal is to create a new contact in Z CRM automatically whenever a new registrant signs up for a Zoom meeting.

2. Setting Up Pabbly Connect for Automation

To start the integration, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. You can either sign in if you have an account or sign up for free to get started with 100 free tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Add Zoom Meeting Registrants as Z CRM Contacts’ and click ‘Create’. This will lead you to the workflow editor where you can set up your trigger and action.

• Log into your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name your workflow and click ‘Create’.

Now you are ready to set up your trigger for Zoom. Select Zoom as your trigger application and choose the event that will initiate the workflow.

3. Connecting Zoom with Pabbly Connect

To connect Zoom with Pabbly Connect, you need to create a new app in the Zoom App Marketplace. Log into your Zoom account and navigate to the Admin section. From there, go to the App Marketplace and select the option to develop a new app.

Choose the type of app you want to create, which should be a general app. After naming your app, you will need to fill out the required information, including the redirect URL provided by Pabbly Connect. This URL enables Zoom to communicate with Pabbly Connect effectively.

• Log into your Zoom account.
• Go to Admin > App Marketplace > Develop > Build App.
• Select General App and fill out the required details.

After completing this setup, you will receive a token. Copy this token and return to Pabbly Connect to establish the connection.

4. Creating a Webhook for Event Subscriptions

Once Zoom is connected, you need to set up a webhook to receive event notifications. In your Zoom App Marketplace, navigate to the settings for your app and enable event subscriptions. using Pabbly Connect

Create a new subscription and name it appropriately, such as ‘Zoho CRM Contacts’. Set the event type to ‘Meeting Registration Created’. This will ensure that every time a new registrant signs up for a meeting, the information is sent to Pabbly Connect.

Enable event subscriptions in your Zoom app settings. Create a subscription named ‘Zoho CRM Contacts’. Set the event type to ‘Meeting Registration Created’.

Finally, paste the V URL from Pabbly Connect into the notification endpoint URL field. Save your changes to complete the webhook setup.

5. Finalizing the Automation to Add Contacts in Z CRM

With the webhook set up, it’s time to configure the action in Pabbly Connect. Search for Z CRM as your action application and select the action event ‘Create Contact’. This will allow you to automatically create a new contact in Z CRM whenever a new registrant is received.

Connect your Z CRM account by entering your domain and authorizing the connection. Once connected, map the fields from the Zoom registration data to the corresponding fields in Z CRM, such as name, email, and phone number.

Select Z CRM as your action application. Choose the action event ‘Create Contact’. Map Zoom registration data to Z CRM fields.

After mapping the fields, save your workflow. Now, whenever a new registrant signs up for a Zoom meeting, their details will automatically be added as a contact in Z CRM, streamlining your lead management process.

Conclusion

This tutorial demonstrated how to integrate Zoom with Z CRM using Pabbly Connect. By following these steps, you can automate the addition of meeting registrants as contacts in your CRM, enhancing your workflow and efficiency.

With this integration, you can easily manage your contacts and improve your follow-up process with potential customers. Start automating your workflows today!