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

Learn how to integrate Zoom with Keep using Pabbly Connect to automate contact updates from webinar registrations. Follow this detailed tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoom with Keep, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get 100 tasks free every month. As an existing user, click on ‘Sign in’ to access your account and navigate to the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are signed into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in.

• Name your workflow, for example, ‘Create or Update Keep Contact from Zoom Registrant’.
• Select the folder for automation.
• Click on ‘Create’ to proceed.

This opens the workflow window where you can set up your trigger and action. The trigger will be Zoom, and the action will be Keep, facilitated by Pabbly Connect.

3. Setting Up Zoom as the Trigger Application

In the workflow window, select Zoom as your trigger application. For the trigger event, choose ‘Configure Webhook’. Click on ‘Connect’ to establish the connection.

You will be asked to add a new connection or select an existing one. If it’s your first time, click on ‘Add New Connection’ and enter your Zoom secret token. Follow the steps to obtain this token from your Zoom account settings.

• Log into your Zoom account and navigate to Admin > Advanced > App Marketplace.
• Create a new app and copy the necessary URLs.
• Paste the secret token back into Pabbly Connect.

After saving, you will receive a Webhook URL to use in your Zoom app settings, allowing Pabbly Connect to capture registration details automatically.

4. Adding Event Subscription in Zoom

Next, you need to set up an event subscription in your Zoom app. Go to the Event Subscription section in your Zoom app settings. Click on ‘Add New Event Subscription’.

For the subscription name, you can name it ‘P Test’. Select the event ‘Meeting Registrant Created’ to track new registrations. After selecting the event, paste the Webhook URL from Pabbly Connect into the Event Notification Endpoint URL field.

Click ‘Save’ to finalize the subscription. Allow permissions as prompted to ensure data security.

This setup enables Pabbly Connect to receive data from Zoom whenever a new registration occurs, ensuring smooth integration.

5. Creating or Updating Keep Contact

The final step is to set the action in Pabbly Connect. Select Keep as your action application and choose the action event ‘Create or Update Contact’.

Connect your Keep account by allowing necessary permissions. Once connected, map the email, first name, and last name from the Zoom registration data to the corresponding fields in Keep.

For email, map it directly from the Zoom registration response. Do the same for first name and last name to ensure correct data transfer.

After mapping the required fields, click on ‘Save and Send Request’. This action will create or update the contact in your Keep account based on the Zoom registration details received through Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Zoom with Keep using Pabbly Connect. This integration automates the process of creating or updating contacts based on webinar registrations, enhancing your follow-up efficiency. With Pabbly Connect, you can streamline your workflows and improve engagement with your audience.