How to Create Pipedrive Person from Zoom Meeting Registrant with Pabbly Connect

Learn how to integrate Zoom and Pipedrive using Pabbly Connect to automatically create Pipedrive persons from Zoom meeting registrants. Follow our step-by-step guide for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person from a Zoom meeting registrant, you first need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. This platform is essential for automating the integration process between Zoom and Pipedrive.

Once on the Pabbly Connect landing page, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button if you’re new. Signing up takes only a few minutes and grants you 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow based on your objective, such as ‘Create Pipedrive Person from Zoom Meeting Registrant’.

• Name your workflow according to its purpose.
• Select the appropriate folder for saving your workflow.
• Click on ‘Create’ to proceed.

Upon creation, you will see a window with two boxes for triggers and actions. The trigger indicates when the automation starts, while the action defines what happens next. This setup is crucial for integrating Zoom with Pipedrive through Pabbly Connect.

3. Setting Up Zoom as the Trigger in Pabbly Connect

The next step is to set up Zoom as the trigger application in your workflow. Search for Zoom in the trigger application section and select it. You will then need to choose the trigger event, which in this case is ‘New Meeting Registrant’.

To connect Zoom with Pabbly Connect, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter a token, which you can obtain from your Zoom account by developing a new app in the Zoom App Marketplace.

• Log into your Zoom account and navigate to the Admin section.
• Go to the App Marketplace and develop a new app.
• Copy the generated token and paste it into Pabbly Connect.

This process ensures that every time a new registrant signs up for your Zoom meeting, Pabbly Connect captures those details automatically.

4. Configuring Pipedrive Action in Pabbly Connect

Now that Zoom is set as the trigger, you need to configure the action to create a person in Pipedrive. Search for Pipedrive in the action application section and select it. The action event will be ‘Create Person’.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token. This can be found in your Pipedrive account under the personal preferences section. Once you have the token, paste it into Pabbly Connect and click on ‘Save’.

Log into your Pipedrive account and navigate to your profile. Generate a new API token from the API section. Paste the token in Pabbly Connect to establish the connection.

This integration allows Pabbly Connect to use the registrant details from Zoom to create a new person in your Pipedrive account automatically.

5. Testing and Verifying the Integration

With both Zoom and Pipedrive connected through Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will wait for a response from Zoom when a new registrant is created.

To generate a test registrant, use the registration link for your Zoom meeting. Fill out the registration form with the necessary details and submit it. Once registered, you should see the response appear in Pabbly Connect, confirming that the registrant’s details have been captured.

Register for the Zoom meeting using the provided link. Verify the registrant details in Pabbly Connect. Check your Pipedrive account to see if the new person has been created.

If everything is set up correctly, you will see the new person in your Pipedrive account, confirming that the integration via Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to create a Pipedrive person from a Zoom meeting registrant using Pabbly Connect. This integration streamlines your workflow by automating the process of adding new leads to your CRM, ensuring you never miss out on potential clients.

By following these steps, you can enhance your lead management process, saving time and improving your outreach efforts. With Pabbly Connect, automating such tasks becomes effortless, allowing you to focus on what matters most—growing your business.