Learn how to automatically register users from LeadSquared CRM landing pages to Zoom webinars using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the process of registering users from LeadSquared CRM landing pages to Zoom webinars automatically, you need to access Pabbly Connect. Open your browser and enter the URL: Pabbly.com/connect. This will take you to the Pabbly Connect landing page.
Click on the blue button labeled ‘Create Your Free Account’ to sign up. Once you have your account, log in to access the dashboard. From there, click on ‘Access Now’ to get started on creating your automation workflow.
2. Creating Your Workflow in Pabbly Connect
After logging into Pabbly Connect, you will be on the dashboard. Click on the blue button to create a new workflow. Name your workflow something descriptive, like ‘LeadSquared CRM to Zoom Webinar’ and click on ‘Create’ to proceed.
- Select LeadSquared CRM as the trigger application.
- Choose the trigger event as ‘Landing Page Submission’.
- Copy the provided webhook URL for use in LeadSquared CRM.
Now that you have set up the trigger, you are ready to connect it with LeadSquared CRM. This is where Pabbly Connect becomes essential, allowing you to receive data from your landing page submissions.
3. Configuring LeadSquared CRM for Webhook
In your LeadSquared CRM account, navigate to ‘Settings’ and find the ‘API and Webhooks’ option. Here, click on ‘Create’ to set up a new webhook. Choose the event as ‘Landing Page Submission’ and paste the webhook URL you copied from Pabbly Connect.
Make sure to select the correct content type as ‘application/json’ and save your settings. This will ensure that whenever someone submits the landing page form, the data will be sent to Pabbly Connect.
4. Testing the Integration with Pabbly Connect
To test the integration, go back to your landing page and submit a test registration. Fill in the details like first name, last name, and email address. After submission, return to Pabbly Connect and click on ‘Recapture’ to see if the data has been received.
- Verify that the response includes the correct data fields.
- Ensure all necessary user information is captured accurately.
Once you confirm the data is being captured correctly, you can proceed to set up the action step in Pabbly Connect to register users in Zoom automatically.
5. Registering Users in Zoom Webinar
Now, select Zoom as the action application in Pabbly Connect. Choose the action event ‘Add Webinar Registrant’. Click on ‘Connect’ and authenticate your Zoom account.
Fill in the required fields by mapping the data received from LeadSquared CRM. For example, select the relevant webinar from your Zoom account and map the email address, first name, and last name from the captured data. This mapping ensures that each registration is personalized.
Finally, click on ‘Save and Send Test Request’ to complete the integration. Check your Zoom webinar to confirm that the user has been added as a registrant automatically. This seamless process showcases how Pabbly Connect effectively bridges the gap between LeadSquared CRM and Zoom.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automatically register users from LeadSquared CRM landing pages to Zoom webinars. By following these steps, you can streamline your registration process and enhance user experience effectively.
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