Integrating Zoom with Google Sheets Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Zoom with Google Sheets using Pabbly Connect for automatic registration updates. Step-by-step guide included. 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

Setting Up Pabbly Connect for Zoom and Google Sheets Integration

To start integrating Zoom with Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate the transfer of registration details from Zoom to Google Sheets seamlessly.

Begin by navigating to the Pabbly Connect website. If you are a new user, sign up for a free account, which offers 100 tasks per month. Existing users can sign in directly. Once logged in, locate the ‘Access Now’ button to enter your dashboard.

Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button. This is where you will set up the connection between Zoom and Google Sheets using Pabbly Connect.

When prompted, name your workflow something descriptive, like ‘Add Zoom Registrant Details to Google Sheets.’ Select a folder to save this workflow. Following this, you will be directed to the workflow window where you can set up triggers and actions.

• Select Zoom as the trigger application.
• Choose the trigger event as ‘Configure Webhook.’
• Connect your Zoom account by adding a new connection.

Once your trigger is set, you will receive a webhook URL, which is essential for linking Zoom to Pabbly Connect. Save this URL for later use.

Integrating Zoom with Pabbly Connect

To complete the Zoom integration, you will need to access your Zoom account. Go to the admin section, navigate to the ‘App Marketplace,’ and create a new app.

In the app creation process, enter the required information, including the webhook URL you copied from Pabbly Connect. This URL allows Zoom to send registrant details to your workflow.

• Log into your Zoom account and navigate to the Admin section.
• Create a new app and provide the webhook URL.
• Authorize the app to allow Pabbly Connect access.

After successfully creating the app, you will need to add an event subscription for meeting registrations. This step ensures that every time a user registers for a meeting, the information is sent to Pabbly Connect.

Connecting Google Sheets with Pabbly Connect

With Zoom integrated, the next step is to connect Google Sheets through Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Add New Row.’ This setup allows you to automatically add registrant details into a specified Google Sheet.

You will be prompted to connect your Google Sheets account. Click on ‘Sign in with Google’ and authorize Pabbly Connect to access your Google Sheets. After authorization, select the specific spreadsheet where you want to store the registration details.

Choose the spreadsheet to store registration details. Map the fields from Zoom to the columns in Google Sheets. Ensure the data is dynamic by mapping it from the previous response.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. This action will send a test entry to your Google Sheets.

Testing the Integration Between Zoom and Google Sheets

To confirm that your integration is functioning properly, perform a test registration in Zoom. Fill out the registration form with test details, then submit it. This action should trigger the workflow in Pabbly Connect.

Once the registration is submitted, check your Google Sheets to see if the registrant details have been added. If everything is set up correctly, you should see the new entry reflecting in your spreadsheet.

In case you want to verify the workflow, revisit Pabbly Connect to see the captured response. You will find all the details, including the session topic, registrant name, email, and phone number.

Conclusion

Integrating Zoom with Google Sheets using Pabbly Connect streamlines the process of managing registrations. This tutorial demonstrated how to set up triggers and actions effectively, ensuring that all registrant details are automatically captured and organized.

By following the steps outlined, you can enhance your workflow efficiency and ensure that participant information is always up to date. This integration not only saves time but also helps in maintaining accurate records for your online sessions.