Integrating Zoom with Gravity Forms Using Pabbly Connect

Learn how to seamlessly integrate Zoom with Gravity Forms using Pabbly Connect. This step-by-step guide walks you through the entire process with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoom and Gravity Forms Integration

To integrate Zoom with Gravity Forms, we will use Pabbly Connect. First, access Pabbly Connect by visiting the official website and signing in to your account. If you are new, you can sign up for free and start with 100 tasks every month.

After logging in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the setup process. You will be prompted to name your workflow; for this integration, name it ‘How to Add Zoom Meeting Registrant on Gravity Forms Submission’. After naming, click ‘Create’ to proceed.

2. Setting Up Gravity Forms as the Trigger Application

In this step, we will configure Gravity Forms as the trigger application using Pabbly Connect. Select ‘Gravity Forms’ from the list of applications as your trigger. The trigger event will be set to ‘New Response’, which activates when a new form submission occurs.

• Choose ‘Gravity Forms’ as the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the provided Webhook URL for later use.

After selecting the trigger, you will receive a Webhook URL. This URL is essential for connecting Gravity Forms to Pabbly Connect. Keep this URL handy as you will need it in the next steps.

3. Configuring the Webhook in Gravity Forms

Now, we need to set up the Webhook in Gravity Forms to enable communication between it and Pabbly Connect. Go to your WordPress dashboard and select the Gravity Forms plugin. Choose the form you want to integrate and click ‘Edit’.

• Navigate to the form settings and select ‘Webhooks’.
• Click on ‘Add New’ to create a new Webhook.
• Paste the copied Webhook URL and configure the request method as POST.

After completing these settings, click ‘Save Settings’. This will connect Gravity Forms to Pabbly Connect and allow it to send data upon form submission.

4. Adding Zoom as the Action Application

With Gravity Forms now set up, it’s time to add Zoom as the action application using Pabbly Connect. In your workflow, select ‘Zoom’ as the action application. The action event will be set to ‘Add Meeting Registrant’.

Click on ‘Connect’ to link your Zoom account. If it’s your first time, you will need to authorize Pabbly Connect to access your Zoom account. Once connected, choose the meeting you want to add registrants to. Here, select the relevant meeting from the dropdown list.

5. Mapping Fields for Zoom Registration

The final step is to map the fields from the Gravity Forms submission to the Zoom registration fields in Pabbly Connect. This is crucial for ensuring that the correct data is sent to Zoom.

Map the following fields: email address, first name, last name, address, city, country, and phone number. By mapping these fields, you ensure that every new form submission leads to accurate Zoom registrations.

Map the email address from the Gravity Forms submission. Map the first name and last name accordingly. Ensure all required fields are filled for successful registration.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. If successful, you will see the registrant added to your Zoom meeting.

Conclusion

In this tutorial, we covered how to add Zoom meeting registrants automatically through Gravity Forms submissions using Pabbly Connect. By following these steps, you can streamline your registration process and enhance user experience without manual efforts.