Integrate Zoom and Squad CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoom with Squad CRM using Pabbly Connect for seamless lead management. Follow our detailed guide for step-by-step instructions. 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. Accessing Pabbly Connect for Integration

To automate the process of adding Zoom meeting registrants as leads in Squad CRM, you’ll start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Open your browser and navigate to the Pabbly Connect homepage. Here, you can either sign in if you are an existing user or sign up for a free account to explore the features. Once logged in, you will see the dashboard where you can manage your integrations.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow within Pabbly Connect to facilitate the integration. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

In the dialog box that appears, name your workflow, such as ‘Automatically Add Zoom Meeting Registrant as Lead in Squad CRM.’ You can also categorize your workflow by selecting a folder. If needed, you can create new folders for better organization.

• Click on ‘Create’ to finalize your workflow setup.
• Understand the principles of triggers and actions in automation.

After creating the workflow, you will see the options to set up a trigger and action, which are crucial for the automation process.

3. Setting Up the Trigger with Zoom

Now, you will set up the trigger application as Zoom in Pabbly Connect. This step is essential for capturing new registrations automatically. Select Zoom as your trigger application.

Choose the trigger event as ‘Configure Webhook.’ This allows you to set up a webhook for the event you want to track in Zoom. Click on ‘Connect’ to establish a connection with your Zoom account.

• If you need to create a new connection, follow the on-screen instructions to obtain the necessary tokens.
• Copy the webhook URL provided by Pabbly Connect for later use.

Once the connection is established, you will configure the event subscriptions in Zoom to ensure that the webhook captures new registrations accurately.

4. Configuring Event Subscriptions in Zoom

With the webhook URL copied from Pabbly Connect, navigate to your Zoom account settings. Here, you will set up event subscriptions to connect Zoom with Pabbly Connect effectively.

In the Zoom app marketplace, select the option to create a new app. Fill in the required fields, including the redirect URL from Pabbly Connect. After completing this step, you will receive the necessary tokens for the integration.

Enter the webhook URL in the event notification endpoint field. Select the event type as ‘Meeting Registration Created’ to ensure you receive the correct notifications.

After saving the settings, your Zoom account will now communicate with Pabbly Connect whenever a new registration occurs.

5. Adding Leads to Squad CRM Automatically

Now that you have set up the trigger, the next step is to configure the action in Pabbly Connect. Select Squad CRM as your action application to add new leads automatically.

Choose the action event as ‘Create or Update a Lead.’ This will allow you to map the data received from Zoom into the fields required by Squad CRM.

Connect your Squad CRM account by entering the access key, secret key, and API host. Map the fields from the Zoom registration data to the corresponding fields in Squad CRM.

Once you have completed mapping, save the workflow and send a test request to ensure everything is functioning correctly. You should see a successful response indicating that a new lead has been created in your Squad CRM.

Conclusion

In this tutorial, we explored how to integrate Zoom with Squad CRM using Pabbly Connect. By automating the process of adding registrants as leads, you can save time and improve your lead management efficiency. This integration helps streamline your workflow and enhances your ability to follow up with potential clients effectively.