Integrating Zoom and Zoho Forms Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding Zoom meeting registrants from Zoho form submissions using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the addition of Zoom meeting registrants from Zoho form submissions, you will first need to access Pabbly Connect. This platform allows you to connect various applications seamlessly, making your workflow efficient.

Navigate to the Pabbly Connect website by entering the URL in your browser. Once there, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up Free’ to create an account and get started with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a workflow in Pabbly Connect. This workflow will automate the process of adding registrants to your Zoom meetings whenever a new form is submitted through Zoho Forms.

To create the workflow, follow these steps:

• Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.
• Name your workflow, for example, ‘Add Zoom Meeting Registrant on Zoho Form Submission’.
• Select a folder for your workflow, such as ‘Automations’.

Once you have completed these steps, you will have successfully created a workflow in Pabbly Connect.

3. Setting Up the Trigger with Zoho Forms

The next step involves setting up the trigger application in your workflow, which will be Zoho Forms. This means that every time a new form submission is made, it will trigger the automation in Pabbly Connect.

Here’s how to set up the trigger:

• Select ‘Zoho Forms’ as your trigger application.
• Choose ‘New Form Submitted’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will need to go to your Zoho Forms account and paste the webhook URL in the integrations section of your form settings. This allows Pabbly Connect to receive data from Zoho Forms automatically.

4. Adding Registrants to Zoom Meetings

Once the trigger is set up, the next step is to configure the action application, which will be Zoom. This will allow Pabbly Connect to add the registrants to your Zoom meetings automatically based on the form submissions.

To set up the action in Zoom, follow these steps:

Select ‘Zoom’ as your action application. Choose ‘Add Meeting Registrant’ as the action event. Connect your Zoom account to Pabbly Connect by authorizing it.

After establishing the connection, you will need to map the fields from the Zoho form submission to the corresponding fields in Zoom, such as first name, last name, and email address. This mapping ensures that the correct data is sent to Zoom for each registrant.

5. Testing the Integration

After setting up the trigger and action, it’s crucial to test your integration to ensure it works as intended. This is where Pabbly Connect shines by allowing you to validate the entire workflow.

To test the integration, do the following:

Submit a test response through your Zoho form. Check your Zoom account to see if the registrant has been added successfully.

Once you confirm that the registrant appears in your Zoom meeting, you will have successfully automated the process of adding Zoom meeting registrants using Pabbly Connect.

Conclusion

In this tutorial, we covered how to automate the addition of Zoom meeting registrants from Zoho form submissions using Pabbly Connect. By following these steps, you can streamline your registration process and save valuable time.