Learn how to automate sending WhatsApp messages for Zoom meeting registrations using Pabbly Connect and WhatsApp Cloud API in this step-by-step tutorial. 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 Zoom and WhatsApp Integration
To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications, including Zoom and WhatsApp Cloud API.
Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows.
2. Creating a Workflow in Pabbly Connect
To set up your automation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.
- Name your workflow appropriately, such as ‘Send WhatsApp Message for Zoom Meeting Registrant’.
- Select a folder to save your workflow, for example, ‘Zoom Automations’.
After naming your workflow and selecting the appropriate folder, click the ‘Create’ button to finalize your workflow setup. This will lead you to a new screen where you can set triggers and actions.
3. Setting Up the Trigger for Zoom Registrations
In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger is set to capture new registrations from your Zoom account. Select Zoom as the trigger application.
For the trigger event, choose ‘Configure Webhook’. You will then need to create a new connection by clicking on ‘Add New Connection’. This requires a token from your Zoom account, which can be obtained by creating an app in the Zoom App Marketplace.
4. Connecting Zoom to Pabbly Connect
To establish a connection between Zoom and Pabbly Connect, you must create an app in your Zoom account. Go to the Zoom App Marketplace, select ‘Develop’, and then ‘Build App’. Choose a general app type and click ‘Create’. You will be prompted to set up an OAuth redirect URL, which you can find in your Pabbly Connect workflow.
- Enter the OAuth redirect URL provided by Pabbly Connect.
- Copy the generated token and paste it back into the Pabbly Connect workflow.
Once the connection is established, Pabbly Connect will provide you with a webhook URL. This URL is crucial for capturing registration data from Zoom whenever a new registration occurs.
5. Sending WhatsApp Messages Using Pabbly Connect
After setting up the trigger, the next step involves configuring the action to send WhatsApp messages using Pabbly Connect. Select WhatsApp Cloud API as the action application. Choose the action event as ‘Send Template Message’.
You will need to connect to your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp business account ID. Once connected, select the message template you created for sending confirmation messages to registrants.
Map the recipient’s phone number and the registrant’s name dynamically to personalize your message. After setting up all the required fields, click on ‘Save and Send Test Request’ to verify if the WhatsApp message is being sent correctly. Check your WhatsApp to confirm receipt of the message.
Conclusion
This tutorial has detailed how to integrate Zoom with WhatsApp Cloud API using Pabbly Connect. By following these steps, you can automate sending confirmation messages to your webinar registrants, ensuring timely communication and enhancing your productivity.
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