Integrating Pipedrive with Zoom Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Pipedrive contacts from Zoom meeting registrants using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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

Accessing Pabbly Connect for Integration

To start the automation process, access Pabbly Connect in your browser. This platform allows you to connect various applications seamlessly, including Zoom and Pipedrive.

If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. You will receive 100 free tasks every month, which is quite beneficial for testing your integrations.

Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Here, you will name your workflow, such as ‘Create Pipedrive Person from Zoom Meeting Registrant’.

Next, select the folder where you want to save this workflow. For instance, if you have a folder named ‘Automation’, choose that. After naming and selecting your folder, click on ‘Create’ to move to the next step.

Setting Up the Trigger with Zoom

In this section, you will set up the trigger for your workflow using Pabbly Connect. Click on the trigger application and select Zoom from the list. Then, choose the event type as ‘New Meeting Registrant’.

To connect Zoom with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter a token, which you can obtain by creating a new app in the Zoom Marketplace. Follow the steps to generate this token.

• Log into your Zoom account.
• Navigate to Admin > Advanced > App Marketplace.
• Create a new app and select ‘General App’.

After generating the token, copy it back to Pabbly Connect and click ‘Save’. This establishes the trigger connection.

Configuring the Action to Create a Person in Pipedrive

The next step involves configuring the action in Pabbly Connect. Choose Pipedrive as your action application and select ‘Create a Person’ as the action event.

To connect Pipedrive with Pabbly Connect, you will need an API token. Log into your Pipedrive account, go to your profile settings, and generate a new API token.

• Go to Profile > Personal Preferences > API.
• Generate a new API token.
• Copy the token and paste it in Pabbly Connect.

After saving the connection, you can now map the details from the Zoom registrant to the Pipedrive fields. This includes first name, last name, and email address.

Testing the Integration

Now that your workflow is set up in Pabbly Connect, it’s time to test it. Create a new registration in Zoom for your meeting. Once you register, Pabbly Connect will automatically receive the registrant’s details.

To verify the integration, check your Pipedrive account to see if the new person was created. You should see the details of the registrant, confirming that the automation works correctly.

With this setup, every time a new registrant signs up for your Zoom meeting, their information will be automatically added to Pipedrive, allowing you to manage leads effectively without manual input.

Conclusion

Using Pabbly Connect to automate the creation of Pipedrive contacts from Zoom meeting registrants streamlines your workflow. This integration saves time and enhances lead management efficiency, enabling personalized outreach and improved conversion rates.