Integrating Zoom Registrations with SendGrid Using Pabbly Connect

Learn how to automate Zoom registrations to SendGrid with Pabbly Connect. This step-by-step guide covers every aspect of the integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to create an account. Visit the Pabbly Connect website and sign up for a free account. This process is quick and will give you access to the automation features necessary for connecting Zoom and SendGrid.

Once you have created your account, log in to your Pabbly Connect dashboard. Here, you can create an automation workflow that will allow you to connect your Zoom account to SendGrid. This integration will enable automatic updates to your SendGrid contacts whenever a new registration occurs in Zoom.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to facilitate the integration between Zoom and SendGrid. Click on the ‘Create Workflow’ button in your dashboard to get started. Name your workflow something relevant, like ‘Zoom to SendGrid’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to finalize the workflow setup.
• You will see two windows: a trigger window and an action window.

In the trigger window, you will connect your Zoom account. This will allow Pabbly Connect to receive registration details automatically. Select Zoom as the app and choose the trigger event as ‘New Meeting Registration’. This setup ensures that every time someone registers for your Zoom meeting, the details will be captured in Pabbly Connect.

3. Connecting Zoom to Pabbly Connect

To connect your Zoom account with Pabbly Connect, you will need to create an app in the Zoom marketplace. Go to your Zoom account, navigate to the ‘Develop’ section, and select ‘Build App’. Choose the ‘JWT’ option and click on ‘Create’.

• Rename the app to something like ‘Zoom to SendGrid’.
• Enter the Redirect URL provided by Pabbly Connect.
• Copy the generated secret token and paste it into Pabbly Connect.

After connecting, Pabbly Connect will provide you with a webhook URL. This URL needs to be added to the Zoom app you just created. This step is crucial as it allows Zoom to send registration data to Pabbly Connect, which will then process it and add the registrant to SendGrid.

4. Adding Registrants from Zoom to SendGrid

After setting up the connection between Zoom and Pabbly Connect, you can now automate the process of adding new registrants to SendGrid. In Pabbly Connect, select SendGrid as the action app and choose the action event as ‘Add or Update Contact’.

Connect your SendGrid account by entering the API key. Select the contact list where you want to add the registrants. Map the fields from Zoom to SendGrid, such as email, first name, last name, and city.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. This action will send the registrant’s details from Zoom to SendGrid, confirming that the integration is functioning correctly.

5. Testing the Integration

Now that you have set up the integration between Zoom and Pabbly Connect, it’s time to test if everything works as expected. Go to your Zoom registration page and register a new participant. Fill in the required details and submit the form.

After registration, return to Pabbly Connect and check for the new registrant’s data. If the integration is successful, you will see the registrant’s details captured in the Pabbly Connect workflow. Subsequently, check your SendGrid account to ensure the new contact has been added correctly.

This testing phase is crucial as it validates the entire integration process. If everything is working smoothly, you can be confident that your Zoom registrations are being automatically added to SendGrid through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of adding Zoom registrations to SendGrid using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that all registrants are efficiently managed in SendGrid. This integration not only saves time but also enhances your overall productivity.