We're Bardeen, we build an AI Agent that does your repetitive work tasks. Companies like Deel and Casafari, use Bardeen connect apps like Zapier and Zoom together to save time and increase productivity.
How to integrate Zapier with Zoom?
Looking to connect Zoom with your favorite apps like Mailchimp or Trello? With over 5000 possible integrations, Zapier makes it easy to automate tasks between Zoom and the rest of your tech stack. In this guide, you'll learn step-by-step how to set up Zoom Zapier integrations, both manually and using AI tools like Bardeen. Imagine the hours you'll save on data entry and admin work - what will you do with all that free time? Let's dive in and streamline your workflows!
Introduction
Integrating Zapier with Zoom lets you automate tasks and workflows between Zoom and your other apps. With Zapier, you can connect Zoom to over 5,000 apps to streamline processes like:
- Adding new Zoom registrants to your email marketing list
- Posting Zoom meeting recordings to Dropbox
- Creating tasks in your project management app when a meeting is scheduled
In this guide, we'll walk through how to set up the Zoom-Zapier integration step-by-step. You'll learn how to connect your Zoom account, set up your first Zap, and start automating Zoom with your other tools.
Why Integrate Zoom and Zapier: Automate Tasks, Sync Data, and Streamline Events
Connecting Zoom with Zapier allows you to automate repetitive tasks and workflows between Zoom and 5000+ other apps. Integrating Zoom and Zapier together saves time, reduces manual effort, and keeps data in sync across your tech stack. Here are the key benefits:
Automate Tedious Admin Work - With the Zoom Zapier integration, you can offload time-consuming tasks like adding webinar registrants to your CRM, sending follow-up emails, or creating action items in project management tools. Set up automated outreach tasks once and let them run on autopilot in the background.
Keep Data Flowing Between Apps - Integrating Zoom and Zapier ensures important information stays up-to-date across all your tools. Instantly update contact records in your CRM when someone registers for a Zoom event. Post messages in Slack when meetings end. Eliminate data silos and automate sales prospecting tasks.
Streamline Event Management - Planning events involves many moving parts. Zoom's Zapier integration can automate workflows like registering attendees, creating calendar events, and sending reminder texts. Connect Zoom with Eventbrite, Google Calendar, SMS apps, and more to put event logistics on cruise control.
Save time and reduce stress by automating your sales prospecting. Use workflow playbooks to stay focused on important tasks while Bardeen handles the rest.
In summary, the Zoom-Zapier integration is a powerful combination that saves time, syncs data, and simplifies event management. In the next section, you'll learn the prerequisites needed before connecting the two platforms.
What You Need Before Connecting Zoom and Zapier
To integrate Zapier and Zoom, you'll need a few things in place first:
Zoom and Zapier Accounts - You'll need an account on both platforms to get started. Zoom offers free and paid plans, with certain features like webinars requiring a Pro, Business, Education, or Enterprise plan. Zapier's free plan allows single-step Zaps, while multi-step workflows need a paid plan.
Proper Permissions - Make sure you have the necessary permissions to connect apps on Zapier and access data in Zoom. Zapier's free plan only lets you connect your own accounts. Sharing connections with team members requires a paid Zapier plan. On the Zoom side, most integrations need a Pro or higher account with admin privileges.
Required Zoom Licenses - Some Zoom features, like automatically registering webinar attendees via Zapier, require specific license add-ons. Check Zoom's pricing and documentation to ensure you have the right licenses for your desired use case.
In short, before you can integrate Zoom with Zapier, sign up for accounts on both tools, verify you have the appropriate permissions, and double-check that your Zoom plan includes any needed add-on licenses. With those prerequisites handled, you're ready to connect Zoom and Zapier and start automating. The next section walks through the integration process step-by-step.
How to Connect Zoom and Zapier Step-by-Step
Ready to integrate Zapier and Zoom? Follow these steps:
Make a New Zap - Log into Zapier, click "Create Zap" in the top right, and select Zoom as the trigger app. Pick the event to kickstart your automation (like New Meeting or New Registrant). Hit Continue and connect your Zoom account.
Configure the Zoom Trigger - Zapier populates any custom fields from your linked Zoom account. Select the data to pass to the action app in your Zap. Optionally, add filters to control when the Zap continues, such as only if the registrant's country is Canada. Test to confirm the trigger works.
Select an Action App - Choose the app to receive the Zoom data and the specific action to perform, like creating a Salesforce lead or Mailchimp subscriber. Link the app and map the Zoom data fields to the corresponding fields in the action app.
Test and Activate - After setting up your Zap, send a test to verify it behaves as expected. If successful, turn on the Zap. Zoom and Zapier will now work together automatically. Edit or pause the Zap anytime as needed.
Want an even simpler way to connect Zoom with Zapier and automate workflows? Bardeen's no-code AI automation platform integrates your apps in just a few clicks and intelligently suggests the best way to combine them based on your workflow. Get started with Bardeen today.
In summary, to integrate Zapier and Zoom, create a new Zap, configure your Zoom trigger event, select an action app, map data fields, and test the integration. You're now a Zapier Zoom integration wizard! For more advanced sales automation, consider integrating AI tools to streamline your processes.
Automate sales prospecting, lead generation, and outreach with Bardeen's AI tools to save time and improve efficiency.
Conclusion
Let's recap what you discovered in this step-by-step guide to integrating Zoom with Zapier:
- The benefits of connecting Zoom and Zapier, like automating tasks, syncing data across apps, and saving time in your workflow
- What you need before setting up the integration, including accounts on both platforms, admin permissions, and any required Zoom add-on licenses
- How to integrate Zapier and Zoom, from making a new Zap triggered by a Zoom event to sending that data to another app and testing the workflow
By implementing the steps outlined here, you'll be able to leverage automation to work smarter, not harder. Think of all the tedious manual tasks and data entry you can eliminate by connecting Zoom with Zapier. What will you do with the time you get back? Pick up a new hobby like underwater basket weaving? Finally write that novel? The possibilities are endless!
Don't wait to integrate Zoom and Zapier or risk drowning in a sea of busywork. Get started now and join the ranks of productivity pros. Your future self will thank you. For more tips, you can learn about sales prospecting tools that complement your workflow.
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