Integrate Cognito Forms with Zoom Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate Zoom registrations from Cognito Forms using Pabbly Connect. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by creating a free account. This platform allows you to automate tasks between applications effortlessly.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Cognito Form to Zoom,’ and select the appropriate folder for organization. Click ‘Create’ to proceed.

2. Configuring the Trigger with Cognito Forms

In this step, we will set up the trigger for our workflow using Pabbly Connect. Start by selecting the app ‘Cognito Forms’ from the trigger options.

Choose the trigger event ‘New Entry’ from the dropdown menu. This will allow Pabbly Connect to capture new form submissions automatically. You will receive a webhook URL that needs to be added to your Cognito Forms settings.

• Copy the provided webhook URL.
• Go to Cognito Forms and open your form settings.
• Enable ‘Post JSON data to a website’ and paste the webhook URL.

After saving these settings, Pabbly Connect will be ready to listen for new submissions from your Cognito Forms.

3. Testing the Integration with a Sample Submission

Now that we have configured the trigger, it’s time to test the integration. Make a test submission in your Cognito Form to ensure that Pabbly Connect receives the data correctly.

Open your form in a new tab and fill in the required details, such as name, email, phone number, and city. After submission, return to Pabbly Connect to check if the response has been captured successfully.

• Verify that the captured details match your test submission.
• Ensure that all fields, such as name and email, are correctly displayed.

Once you confirm the data is received, you can proceed to the next step of adding registrants to Zoom.

4. Adding Registrants to Zoom via Pabbly Connect

Next, we will configure the action step to add a registrant to your Zoom meeting using Pabbly Connect. In the action step, search for ‘Zoom’ and select it as your action app.

Choose the action event ‘Add Meeting Registrant’ from the dropdown. Click on ‘Connect’ and set up a new connection to your Zoom account. Pabbly Connect will automatically detect your logged-in Zoom account.

Select the appropriate meeting from the dropdown list. Map the fields from the trigger step to the Zoom action fields. Complete the mapping for email, first name, last name, and phone number.

Once all fields are mapped, click on ‘Save and Send Test Request’ to add the registrant to your Zoom meeting. Check your Zoom account to confirm the registration.

5. Final Testing of the Automation Workflow

To ensure everything is working as intended, conduct a final test of your workflow using Pabbly Connect. Submit another entry through your Cognito Form.

After submitting, verify that the new registrant appears in your Zoom meeting registration list. This confirms that the automation is functioning correctly and that new form submissions are being processed seamlessly.

In this way, you can efficiently automate the process of adding registrants to Zoom meetings using Cognito Forms and Pabbly Connect. Remember, you can replicate this automation for various other applications too!

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, this guide illustrates how to integrate Cognito Forms with Zoom using Pabbly Connect. By following these steps, you can automate the registration process effectively, enhancing your workflow and saving time.