Integrating Zoom with Zoho Campaign Using Pabbly Connect

Learn how to automate Zoom meeting registrations to Zoho Campaign subscribers using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful integration platform that allows you to automate workflows between various applications. In this tutorial, we will use Pabbly Connect to integrate Zoom with Zoho Campaign, ensuring that every new Zoom meeting registrant is automatically added as a subscriber in Zoho Campaign.

To get started, you’ll need to sign up for a free account on Pabbly Connect. After signing up, you will access the dashboard where you can create your automation workflows. This integration will streamline your process, making it more efficient and error-free.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoom to Zoho Campaign’. Choose the appropriate folder in your Pabbly account for organization.

Upon creating the workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the Zoom integration. Follow these steps to configure it:

• Select Zoom as the trigger application.
• Choose ‘Configure Webhook’ as the trigger event.
• Connect your Zoom account by entering the app secret token.

After connecting Zoom, you will receive a webhook URL from Pabbly Connect. This URL is essential for receiving registration details from Zoom.

3. Connecting Zoom to Pabbly Connect

To connect Zoom with Pabbly Connect, you need to create an app in the Zoom App Marketplace. Navigate to the Advanced tab in Zoom, click on the App Marketplace, and then click on ‘Build App’. Select ‘General App’ and create your app.

Once the app is created, configure it by following these steps:

• Name your app (e.g., Pabbly Connect).
• Enter the redirect URL provided by Pabbly Connect.
• Copy the app secret token and paste it back into Pabbly Connect.

After saving the connection, configure the event subscription to send data to Pabbly Connect whenever a new meeting registration occurs.

4. Setting Up Zoho Campaign Integration

Once the Zoom account is connected to Pabbly Connect, the next step is to set up Zoho Campaign as the action application. In the action window, search for Zoho Campaign and select it as your action application.

For the action event, choose ‘Add or Update Subscriber’. You will need to connect your Zoho Campaign account by entering your domain. Here are the steps:

Select the appropriate subscriber list in Zoho Campaign. Map the email address and other details from the Zoom registration to Zoho Campaign fields. Test the connection to ensure data is sent correctly.

After completing these steps, you can save the workflow. Now, every time a new registration occurs in Zoom, the registrant’s details will automatically be sent to Zoho Campaign via Pabbly Connect.

5. Testing the Integration

To ensure that everything is working correctly, perform a test registration on your Zoom meeting. After registering, check the Pabbly Connect workflow to see if the registrant’s details have been received.

Once the details are captured, verify in Zoho Campaign that the new subscriber has been added successfully. If everything is set up correctly, you should see the new subscriber listed in your Zoho Campaign account.

This end-to-end automation between Zoom and Zoho Campaign using Pabbly Connect not only saves time but also minimizes errors in data entry, ensuring a seamless experience for both you and your subscribers.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Zoom meeting registrations into Zoho Campaign. This process allows for efficient subscriber management, enhancing your marketing efforts.