How to Create Flowlu Contact from Zoom Meeting Registrant Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Zoom meeting registrations using Pabbly Connect. Step-by-step tutorial with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoom and Flowlu Integration

To create a Flowlu contact from a Zoom meeting registrant, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you already have an account, click on the ‘Sign In’ button in the top right corner. For new users, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will be directed to your dashboard. Here, click on the ‘Pabbly Connect’ option to access your workflows. To create a new workflow, click on the ‘Create Workflow’ button, name it ‘How to Create Flowlu Contact from Zoom Meeting Registrant,’ and select the appropriate folder for saving your workflow.

2. Setting Up the Trigger with Zoom in Pabbly Connect

In this step, we will set up the trigger for our workflow using Pabbly Connect. Click on the trigger box and select ‘Zoom’ as your trigger application. Then, choose the event ‘New Registration’. This means that whenever a new registration occurs in Zoom, it will trigger the workflow.

• Select ‘Zoom’ as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Click on ‘Connect’ to link your Zoom account.

For new users, you will need to create a connection by entering a token from your Zoom account. Follow the instructions provided in Pabbly Connect to generate this token. Once the connection is established, you will receive a webhook URL that you will need to configure back in your Zoom account.

3. Configuring the Zoom Webhook for Pabbly Connect

After setting up the trigger in Pabbly Connect, the next step is to configure the webhook in your Zoom account. Go to your Zoom dashboard, navigate to ‘Admin’, then to ‘Advanced’, and select ‘App Marketplace’. Here, click on ‘Develop’ and then ‘Build App’.

Create a general app and name it, for example, ‘Pabbly Registration’. You will need to enter the OAuth redirect URL provided by Pabbly Connect. After saving, you will receive a secret token that you will copy back into Pabbly Connect.

• Toggle on the ‘Event Subscription’ option in Zoom.
• Add a new event subscription and name it ‘Flowlu’.
• Paste the webhook URL from Pabbly Connect into the subscription settings.

After completing these steps, your Zoom account is now linked with Pabbly Connect, allowing it to capture registration data automatically.

4. Creating a Flowlu Contact from Zoom Registrations

Now that you have set up the trigger, the next step is to create a Flowlu contact whenever a new registration occurs in Zoom. In Pabbly Connect, select ‘Flowlu’ as your action application and choose the action event ‘Create CRM Account Contact’.

To establish this connection, you will need to enter your Flowlu account URL and API key. You can find your account URL in your Flowlu dashboard. For the API key, navigate to your profile settings in Flowlu and create a new API key under the API settings.

Enter your Flowlu account URL in Pabbly Connect. Paste the API key you generated from Flowlu. Map the fields from Zoom registration to Flowlu contact fields.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, this will create a new contact in your Flowlu account based on the registration details received from Zoom. You can verify this by checking your Flowlu CRM for the newly created contact.

5. Testing the Integration Between Zoom and Flowlu

With everything set up, it’s time to test the integration between Zoom and Flowlu using Pabbly Connect. To do this, you must perform a test registration in your Zoom meeting. Open your Zoom dashboard, navigate to your meeting, and copy the registration link.

Fill in the registration form with dummy details and submit it. After registration, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the response. If the integration is successful, you should see the registration details reflected in your Flowlu CRM.

Perform a test registration in Zoom. Check the response in Pabbly Connect for accuracy. Verify the contact creation in your Flowlu account.

Once confirmed, your integration is complete! Now, every time a new registration occurs in Zoom, a corresponding contact will be created automatically in Flowlu through Pabbly Connect.

Conclusion

This tutorial has demonstrated how to automate the creation of Flowlu contacts from Zoom meeting registrations using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that all new registrations are captured efficiently.