Integrate Zoom with Zoho Campaign Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding Zoom meeting registrants as subscribers in Zoho Campaign using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoom and Zoho Integration

To begin, access Pabbly Connect and create an account if you haven’t already. This platform allows you to automate tasks between applications effortlessly. Start by navigating to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Zoom to Zoho Campaign.’ After naming, choose the appropriate folder within your Pabbly Connect account and hit ‘Create’. This sets the stage for your integration.

2. Configuring the Zoom Trigger in Pabbly Connect

In the workflow, you will find two windows: the trigger and action windows. Begin with the trigger window by selecting Zoom as your application. Choose the trigger event as ‘New Meeting Registration’ to initiate the process when someone registers for your meeting.

• Select Zoom from the application list.
• Choose the trigger event as ‘New Meeting Registration’.
• Click on connect and add a new connection.

To connect your Zoom account, you will need to enter an app secret token. This token can be obtained by creating an app in the Zoom App Marketplace. Follow the instructions provided in the Pabbly Connect help documentation to generate the token and complete the connection.

3. Setting Up the Zoho Campaign Action

Once the Zoom trigger is configured, navigate to the action window. Here, select Zoho Campaign as the application and choose the action event as ‘Add or Update Subscriber’. This step ensures that the registrant is added to your Zoho Campaign subscriber list. using Pabbly Connect

Click on connect and add a new connection to your Zoho Campaign account. Enter your Zoho domain when prompted. After connecting, select the specific list where you want to add the new subscriber.

• Choose your Zoho Campaign account and select the subscriber list.
• Map the email and other details from the Zoom registration data.
• Save and send a test request to verify the connection.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send the registrant’s details to Zoho Campaign, confirming the integration is successful.

4. Testing the Integration Workflow

With both the Zoom trigger and Zoho action set up, it’s time to test the integration. Go back to your Zoom account and register for a meeting using a test email. This step will trigger the workflow in Pabbly Connect.

After registering, return to Pabbly Connect and check if the test request has received the registration details. If successful, you will see the registrant’s information in the workflow.

Register for a meeting on Zoom with test details. Verify that the information appears in Pabbly Connect. Check Zoho Campaign for the new subscriber.

Once you confirm that the details are captured successfully, you can proceed to finalize your automation workflow. This test ensures that every new registrant from Zoom is automatically added to Zoho Campaign.

5. Conclusion

In this tutorial, we explored how to integrate Zoom with Zoho Campaign using Pabbly Connect. By following these steps, you can automate the process of adding meeting registrants as subscribers seamlessly. This integration not only saves time but also enhances your marketing efforts.

Utilizing Pabbly Connect for such automations can greatly improve efficiency and accuracy in managing your contacts. Start using this powerful tool today to streamline your workflows.