Learn how to automate Zoom meeting registrations through Paper Form submissions using Pabbly Connect. Step-by-step guide with detailed 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 Automation
To begin integrating Zoom with Paper Form submissions, first, access Pabbly Connect by visiting Pabbly.com/connect in your browser. This platform allows you to automate tasks without any coding skills. If you’re new, click on ‘Sign Up for Free’ to create an account and start with 100 free tasks each month.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows and manage existing ones. To set up the integration, click on ‘Create Workflow’ and name it appropriately, such as ‘Add Zoom Meeting Registrant on Paper Form Submission’. Select a folder for organization and proceed to the next step.
2. Setting Up the Trigger in Pabbly Connect
The first step in our integration process with Pabbly Connect is selecting the trigger application, which will be Paper Form. This application will initiate the workflow when a new form submission occurs. Choose ‘Paper Form’ as your trigger application.
- Select the trigger event as ‘New Form Submission’.
- Copy the webhook URL provided by Pabbly Connect.
- Integrate this URL within your Paper Form account to connect it to Pabbly Connect.
After setting up the webhook URL, ensure it triggers on new submissions. This connection allows data from Paper Form submissions to flow into Pabbly Connect, enabling further actions to be executed.
3. Capturing Form Submission Data
Now that the trigger is set, the next step in Pabbly Connect is to capture the form submission data. This is done by submitting a test form entry. Open your Paper Form and fill in the required fields, such as email, name, and phone number, then submit the form.
Once the form is submitted, return to Pabbly Connect. The platform will automatically capture the response, displaying all the relevant details received from the form submission. This includes the first name, last name, email address, and other details necessary for the next steps.
4. Setting Up the Action in Pabbly Connect
With the form data captured, it’s time to set up the action in Pabbly Connect. Select ‘Zoom’ as the action application, as we want to add the registrant to a Zoom meeting. Choose the action event as ‘Add Meeting Registrant’.
- Connect your Zoom account to Pabbly Connect by logging in.
- Select the meeting where you want to add the registrant.
- Map the fields from the previous step, such as email and name, to ensure the correct data is sent to Zoom.
After mapping the required fields, click on ‘Save and Send Test Request’. This will send the data to Zoom and add the new registrant. You can verify by checking your Zoom account to see if the new registrant appears in the meeting list.
5. Testing the Integration Process
The final step is to test the entire integration process using Pabbly Connect. Submit another test entry through your Paper Form to ensure everything is functioning correctly. Fill out the form with new details and submit.
After submission, return to your Zoom account and check the registration section for your meeting. You should see the new registrant automatically added. This confirms that the workflow created in Pabbly Connect is working seamlessly, ensuring that every new form submission results in an automatic registration in Zoom.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following these steps, you can easily automate the process of adding Zoom meeting registrants using Pabbly Connect. This integration saves time and enhances efficiency in managing webinar registrations.