Integrating Zoom with Active Campaign Using Pabbly Connect

Learn how to seamlessly integrate Zoom with Active Campaign using Pabbly Connect to automate contact management for your webinars and meetings. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first, open your browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button, which allows you to create an account in just two minutes, giving you access to 100 free tasks each month.

Once you have an account, sign in to access the dashboard. Here, you can create a new workflow that will facilitate the integration between Zoom and Active Campaign. Click on the ‘Create Workflow’ button to get started.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate adding or updating contacts in Active Campaign from Zoom meeting registrants. After clicking on ‘Create Workflow’, name your workflow to reflect its purpose, such as ‘Add or Update Active Campaign Contact from Zoom Meeting Registrant’. using Pabbly Connect

• Select the appropriate folder where you want to save the workflow.
• Click ‘Create’ to proceed to the workflow setup page.

On this page, you will see two boxes for ‘Trigger’ and ‘Action’. The trigger will initiate the workflow when a new registrant is added in Zoom, and the action will dictate what happens next in Active Campaign.

3. Setting Up the Zoom Trigger in Pabbly Connect

To set the trigger, search for Zoom in the trigger application box and select it. You will need to specify the trigger event; for this integration, select ‘New Registrant’.

Next, click on ‘Connect’ to establish the connection between Zoom and Pabbly Connect. You will need to create a new connection by providing a token from your Zoom account. Follow the instructions to generate this token by creating a new app in the Zoom App Marketplace.

• Log into your Zoom account and navigate to the Admin section, then to the App Marketplace.
• Select ‘Develop’ and then ‘Build App’ to create a new app.
• Choose ‘JWT’ as the app type and fill in the required details, including the redirect URL from Pabbly Connect.

Once you have created the app, copy the generated token and paste it into the Pabbly Connect setup to link Zoom and Pabbly Connect successfully.

4. Configuring Active Campaign Action in Pabbly Connect

After successfully setting up the Zoom trigger, it’s time to configure the action application, which will be Active Campaign. Search for Active Campaign in the action application box and select it.

Choose the action event as ‘Create or Update Contact’. You will need to connect Active Campaign with Pabbly Connect by entering your Active Campaign API key and URL. To obtain this information, log into your Active Campaign account and navigate to the ‘Settings’ section, then to ‘Developer’.

Copy the API URL and key from the Developer settings. Paste the API URL and key into the respective fields in Pabbly Connect.

Once connected, you can map the registrant’s details from Zoom to the corresponding fields in Active Campaign, ensuring that every new registration updates or adds a contact in your contact list.

5. Testing the Integration Between Zoom and Active Campaign

Now that the workflow is set up, it’s essential to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will wait for a response from Zoom.

To generate a response, create a new registrant in your Zoom meeting registration form. Once you fill out the form with dummy data and submit it, the information will be sent to Pabbly Connect.

Check Pabbly Connect for the response confirming the new registrant’s details. Verify that the contact has been created or updated in Active Campaign.

If everything is set up correctly, you will see the new contact in your Active Campaign account, confirming that the integration works flawlessly. This automation will save you time and ensure your contact list is always current.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Zoom with Active Campaign. By automating the process of adding or updating contacts from Zoom meeting registrants, you can enhance your customer relationship management efficiently. This integration not only saves time but also improves your engagement with potential leads.