How to Integrate Zoom with Zoho CRM Using Trigger Automation

Learn how to automate the process of adding Zoom meeting registrants as contacts in Zoho CRM using Trigger integration. Follow our detailed tutorial for step-by-step guidance. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration with Zoom and Zoho CRM

Trigger is essential for automating the process of adding Zoom meeting registrants as contacts in Zoho CRM. This integration will save time by eliminating manual data entry. To begin, you will need to connect Zoom with Zoho CRM using Pabbly Connect.

First, log into your Pabbly Connect account. If you do not have an account, sign up for free. Once logged in, click on the ‘Create Workflow’ button. Name your workflow to reflect your objective, such as ‘Add Zoom Meeting Registrants to Zoho CRM Contacts,’ and click on ‘Create’ to proceed.

2. Configuring Zoom as the Trigger Application

In this section, you will set up Zoom as the trigger application in your workflow. This step is crucial for capturing registrant details from your Zoom meetings. Search for Zoom in the trigger application section and select it. using Pabbly Connect

• Select ‘Configure Webhook’ as the trigger event.
• Connect your Zoom account by clicking ‘Add New Connection’ and entering the required token.
• Follow the prompts to log into your Zoom account and generate the necessary API token.

After successfully connecting Zoom to Pabbly Connect, you will need to set up a webhook to receive registrant details. This will enable you to capture data automatically whenever someone registers for a meeting.

3. Setting Up Zoho CRM as the Action Application

Now that Zoom is set up as the trigger, you will configure Zoho CRM as the action application. This step is where the captured registrant details will be sent to create new contacts. Search for Zoho CRM in the action application section and select it. using Pabbly Connect

Choose the action event as ‘Create Contact.’ You will then need to connect your Zoho CRM account to Pabbly Connect. Enter your Zoho domain and click ‘Save’ to establish the connection.

Once connected, map the registrant details from Zoom to Zoho CRM. This includes first name, last name, email address, phone number, and city. Each of these fields should be dynamically linked to the data received from Zoom, ensuring that every new registrant is accurately added to your CRM.

4. Testing the Integration Between Zoom and Zoho CRM

After setting up the integration, it is important to test it to ensure everything works as expected. To do this, create a test registration for a Zoom meeting. Fill in the required details, such as name and email, and submit the registration form. using Pabbly Connect

Return to Pabbly Connect and check for a response. You should see the registrant details captured successfully. If everything is set up correctly, the details will be automatically sent to Zoho CRM, creating a new contact.

To verify, log into your Zoho CRM account and navigate to the contacts section. You should see the newly created contact with the details you submitted during the test registration.

5. Conclusion: Automating Your Workflow with Trigger Integration

In conclusion, integrating Zoom with Zoho CRM using Pabbly Connect allows you to automate the process of adding meeting registrants as contacts. This integration significantly enhances efficiency by eliminating manual data entry and ensuring immediate updates in your CRM.

By following the steps outlined in this tutorial, you can set up a seamless workflow that captures registrant information from Zoom and adds it directly to your Zoho CRM. This automation not only saves time but also improves your ability to manage leads and follow up effectively.

Implementing this integration can lead to better engagement with potential customers and ultimately drive business growth. Start using this powerful automation today and streamline your processes.