Zoom Integration

Updated 1 month ago

Prerequisite

  1. You need a Zapier account first. If you don't have an account, click here to create a Zapier account.
  2. You need ClickSend API credentials to connect to Zapier. Create a ClickSend account here.

Introduction

In this article, we will try integrating both ClickSend and Zoom. So what we want to achieve here is for new webinar registrants from Zoom to be added to your contacts in ClickSend for easy communication using ClickSend's dashboard and API.

So, let's get started.

Instructions

  1. Login to your Zapier account. And then click Create Zap button.
  2. Let's search and select Zoom as our trigger app. Next, select New Webinar Registant as our trigger action. Then click Save + Continue button.

  1. Link your Zoom account by adding your credentials or via sign in via google. Click Allow to authorize authentication.

  1. Test your trigger to get registrant data from your zoom account. The data will be used as dynamic values. So when you enable the zap, it executes the action for every new incoming registrant on your zoom.
  2. Let's add the Action app. Search and select ClickSend SMS.  Select Create Contact from the list of events.

  1. Next, let's add your ClickSend account. Click Connect an Account button. There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together. Type in your ClickSend username and API key and save. You can get your ClickSend API credentials here.

  1. Let's configure the Action. In the Contact List input box, select the contact list that you want the new contacts to be added to.
  2. Set the contacts First Name, Last Name, Email, Phone, Etc... to their corresponding fields from Zoom. Then click Continue button.
  3. Let's finish up everything. Test your action, continue and turn on the zap automation. With this setup, all zoom incoming webinar registrants will be added to ClickSend's contact list for easy communication using ClickSend's dashboard and API.


How Did We Do?


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