Automatically Add Zoom Meeting/Webinar Registrants to Salesforce Using Pabbly Connect

Learn how to automatically add Zoom meeting and webinar registrants to Salesforce using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for integrating Zoom with Salesforce, first access the Pabbly Connect dashboard. Simply navigate to your browser and enter the URL Pabbly.com/connect. Once on the landing page, click on ‘Sign Up Free’ to create an account, or log in if you already have one.

After logging in, you will see the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it something relevant like ‘Zoom to Salesforce’. This setup will allow you to automate the process of adding registrants from Zoom meetings and webinars directly into Salesforce.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to capture new Zoom registrants. Start by selecting Zoom as the application in the trigger window. For the trigger event, choose ‘Configure Webhook’. This will generate a webhook URL which you need to connect Zoom with Pabbly Connect.

• Select Zoom as the app.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL.

Next, head to your Zoom account, navigate to the App Marketplace, and build a new app. Choose ‘Webhook Only’ and paste the copied webhook URL in the event notification endpoint. Add the events for meeting registration and webinar registration as required. This connection allows Pabbly Connect to receive data whenever a new registrant signs up.

3. Creating the Action in Salesforce

Now that we have set up the trigger, it’s time to create the action that will send registrant data to Salesforce using Pabbly Connect. In the action window, select Salesforce as your application and choose ‘Create Contact’ as the action event. This step is crucial for adding new registrants as contacts in Salesforce.

Connect your Salesforce account by allowing necessary permissions. Once connected, map the fields from the Zoom registrant data to the Salesforce contact fields. This includes the first name, last name, email, and phone number. For fields that are not mandatory, you can skip them.

• Map the last name from Zoom to Salesforce.
• Map the first name and email similarly.
• After mapping, click on ‘Save and Send Test Request’.

This will create a new contact in Salesforce, confirming that the integration works successfully. You can verify by checking the contacts section in your Salesforce account.

4. Testing the Zoom to Salesforce Integration

With the integration set up, it’s essential to test it to ensure everything works as expected. Use Zoom to create a test registrant for your meeting. Once the registration is complete, Pabbly Connect will capture the details and automatically send them to Salesforce.

After registering a test user, return to your Salesforce account and refresh the contacts page. You should see the new registrant added as a contact. This confirms that the automation is functioning properly and that every new registrant will automatically be added to Salesforce moving forward.

5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to automate the addition of Zoom meeting and webinar registrants to Salesforce streamlines your workflow significantly. This integration eliminates the need for manual entry, saving time and reducing errors.

By following the steps outlined in this tutorial, you can easily set up this automation for your business needs. With Pabbly Connect, you can also explore additional integrations with other applications, enhancing your overall productivity.

In this tutorial, we explored how to use Pabbly Connect for automating the addition of Zoom meeting and webinar registrants to Salesforce. This integration not only saves time but also ensures that your leads are nurtured efficiently.