Integrating URL with Level CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate URL with Level CRM Using Pabbly Connect. This detailed tutorial covers all steps and applications involved in the process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up URL and Level CRM Integration

Integrating URL with Level CRM is essential for streamlining client management. This integration allows automatic updates of client information from Zoom to your Level CRM account.

To initiate the process, visit the URL website and sign in or create a new account. Once logged in, navigate to the dashboard where you can set up the necessary workflows for integration.

2. Creating a New Workflow in URL

To create a new workflow in URL, click on the ‘Create Workflow’ button. This will open a dialog box prompting you to name your workflow.

For example, name your workflow ‘Add Zoom Meeting Registrants to Level CRM’. Select the appropriate folder for your workflow to keep your automations organized. The next step is to configure the trigger and action for your workflow.

• Select Zoom as the trigger application.
• Choose the trigger event as ‘New Meeting Registrant’.
• Connect your Zoom account to URL by following the prompts.

After setting the trigger, you will need to define the action that occurs when the trigger is activated. This action will be adding the registrant as a contact in your Level CRM.

3. Configuring Zoom Connection for Automation

The next step involves configuring the connection between Zoom and Level CRM. Start by logging into your Zoom account and navigating to the app marketplace.

Create a new app by selecting the ‘Develop’ section and then ‘Build App’. Choose the type of app, typically a ‘General App’, and provide the necessary details including the redirect URL.

• Enter the redirect URL provided by URL.
• Copy the generated secret token and paste it back into URL.
• Set up event subscriptions for the app in Zoom.

Ensure that the webhook URL from URL is correctly set in the event subscription to capture registrant data effectively.

4. Adding Registrants to Level CRM

After configuring the Zoom connection, the next step is to set up the action in Level CRM. Choose the action as ‘Create or Update Contact’ in your workflow.

Map the data fields such as first name, last name, email, and phone number from Zoom to Level CRM. This ensures that every new registrant is added as a contact automatically.

Use dynamic mapping to ensure data is updated with each new registrant. Test the connection by registering a new participant in Zoom. Verify the new contact appears in Level CRM after registration.

Completing these steps will successfully automate the process of adding Zoom meeting registrants to your Level CRM.

5. Testing Your Integration

To ensure everything is functioning smoothly, conduct a test by registering a participant in your Zoom meeting. This will trigger the workflow you created in URL.

Once the registration is complete, check your Level CRM account for the new contact. The details should match what was entered during registration, confirming that the integration is working correctly.

Repeat the registration process with different details to ensure that multiple entries can be successfully added to Level CRM. This will help confirm the reliability of your integration setup.

Conclusion

Integrating URL with Level CRM automates the process of adding Zoom meeting registrants as contacts. This integration streamlines client management and improves efficiency in your business operations.

By following the steps outlined in this guide, you can ensure that every new registrant is captured and added to your CRM seamlessly, enhancing your workflow and client engagement.