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

Learn how to integrate Zoom with Brao using Pabbly Connect for seamless webinar registration and contact management. Follow our detailed tutorial for easy setup. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Zoom with Brao using Pabbly Connect, first, access the platform by typing Pabbly.com/connect in your browser. This will take you to the homepage where you can sign in or create a new account.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks every month to explore the features of Pabbly Connect. Existing users should click on ‘Sign In’ to log into their accounts.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Here, you will see options to create a new workflow. Click on the ‘Create Workflow’ button to get started.

• Name your workflow, for example, ‘Add Zoom Meeting Registrant as Brao Contacts Automatically’.
• Select the appropriate folder for your workflow, such as ‘Automations for Email Marketing’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a blank workflow screen with options for setting up triggers and actions. This is where you will define how Pabbly Connect will automate the process of adding Zoom registrants to Brao.

3. Setting Up the Trigger with Zoom

In this step, you will set Zoom as the trigger application in Pabbly Connect. Select Zoom and choose the trigger event as ‘New Meeting Registrant’. This event will initiate the workflow whenever a new registrant signs up for your Zoom meeting.

To connect Zoom with Pabbly Connect, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter your Zoom account token, which you can obtain from the Zoom App Marketplace by creating a new app. Follow these steps:

• Navigate to the Zoom App Marketplace and select ‘Build App’.
• Choose ‘General App’ and provide a name.
• Enter the redirect URL: https://w.Pabbly.com/callback.

After saving the app, you will receive a token and a webhook URL. Copy this URL as it will be used to capture the registration data from Zoom.

4. Configuring the Action Step with Brao

Next, set Brao as the action application in Pabbly Connect. Select the action event as ‘Create or Update Contact’. This means that whenever a new registrant is added in Zoom, their details will be added or updated in Brao.

To establish the connection, click on ‘Connect’ and choose ‘Add New Connection’. Enter the domain and API key from your Brao account. To find the API key:

Go to the SMTP and API page in Brao. Generate a new API key for the registrant.

Once the connection is established, you can map the fields from the Zoom registrant data to Brao. This allows Pabbly Connect to dynamically insert the registrant’s email, name, and other details into Brao.

5. Testing the Integration for Success

After setting up the workflow, it’s time to test the integration. Fill out the Zoom meeting registration form with a new registrant’s details. Once the registration is successful, Pabbly Connect will capture the response.

Check Brao to confirm that the new contact has been added successfully. You should see the registrant’s information, including their name and email, in the designated contact list. This confirms that the automation is working perfectly.

This integration allows you to efficiently manage your webinar registrations and follow up with potential clients without manual effort. With Pabbly Connect, you can automate various tasks, making your workflow smoother and more efficient.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoom with Brao seamlessly. This automation allows you to add Zoom meeting registrants as contacts in Brao automatically, enhancing your email marketing efforts. By following these steps, you can streamline your contact management process effectively.