How to integrate Zoom with FlexiFunnels via webhook

Integrating Zoom with FlexiFunnels through a third-party webhook can significantly enhance your business operations. This integration ensures that when someone registers for your webinar or paid event through a FlexiFunnels form, they automatically receive a Zoom link via email. This seamless process not only saves you time but also ensures your participants have all the necessary information without any manual effort from your side. By automating the delivery of Zoom links, you can provide a smoother experience for your audience and focus more on delivering great content.



Here is a step-by-step process

Step 1: Setup Your FlexiFunnels Form/Product

1. Log in to FlexiFunnels Dashboard:

   - Navigate to your projects section.

   - Select a project for integration (e.g., your name project).

- Choose a page where you will place an email opt-in form (e.g., a webinar landing page).

2. Create an Opt-in Form:

   - Add necessary fields (e.g., last name, email). 

   - Optionally, add more fields like phone number.

Note- Ensure to include last name as Zoom requires it.

 
Step 2: Setup 3rd Party Account for Webhook Integration

1. Log in to 3rd Party Account:

   - After logging in, create a workflow.

   - Name the workflow (e.g., FlexiFunnels with Zoom).

2. Create Webhook:

   - Search for and select "Webhook" in the workflow.

   - Choose "Catch Webhook" and copy the provided Webhook URL.

3. Integrate Webhook with FlexiFunnels:

   - Go back to your FlexiFunnels dashboard.

   - In the form settings, add the Webhook URL under the Webhook section.

   - Name the webhook integration (e.g., FlexiFunnels and Zoom).

   - Save and publish the page.

Step 3: Test the Webhook

1. Test Form Submission:

   - Go to the published URL of your FlexiFunnels form.

   - Fill out the form fields (e.g., email, last name).

   - Submit the form to ensure data is captured.

2. Verify Data in 3rd Party platform:

   - Check the 3rd Party dashboard to see if the data from the form submission appears.

Step 4: Setup Zoom Integration

1. Create a Zoom Meeting/Webinar:

   - Log in to your Zoom account.

   - Schedule a webinar (e.g., FlexiFunnels Zoom Integration).

   - Ensure "Registrants Required" is enabled for the webinar.

2. Connect 3rd Party with Zoom:

   - In the Pabbly workflow, choose Zoom as the next application.

   - Select the action event (e.g., Add Webinar Registrant).

   - Authenticate and connect your Zoom account.

3. Configure Webinar Details:

   - Select the created webinar in 3rd party platform.

   - Map the form fields to Zoom fields (e.g., email, first name, last name).

   - Save and send a test request to verify integration.

Step 5: Verify Integration

1. Check Registration Confirmation:

   - Verify the test registrant's email to ensure the Zoom registration confirmation is received.

   - Confirm the webinar details and join link in the email.

Here’s a summary of the steps to integrate Zoom with FlexiFunnels Form via Webhook:

1. Prepare the FlexiFunnels sign up page 
2. Schedule a meeting/webinar in Zoom
3. Create a workflow in 3rd party platform which has webhook functionality and zoom integration. 
4. Connect the webhook with FlexiFunnels form and publish the page.
5. Pass the data on the FlexiFunnels form to receive a confirmation mail of the Zoom meeting/webinar.

Following these steps will successfully integrate your FlexiFunnels form with Zoom via webhook, allowing seamless webinar registrations from your landing pages.

If conducting Paid Webinars, 

Additionally, if you are hosting a paid webinar, connecting the webhook in FlexiFunnels' set rules is crucial - https://help.flexifunnels.com/support/solutions/articles/36000357882-webhook-settings-with-products. Only, this part is different in the backend process, other process is same as mentioned in the video.

This ensures that once a payment is confirmed, the registrant automatically receives the Zoom link, providing a smooth and professional experience. 

Here is the summary connecting Zoom with FlexiFunnels Product via Webhook:

1. Create the product inside FlexiFunnels 
2. Schedule a meeting/webinar in Zoom
3. Create a workflow in 3rd party platform which has webhook functionality and zoom integration.
4 Connect the webhook with FlexiFunnels set rules and save it.
5. Make the payment on your FlexiFunnels checkout page to receive a confirmation mail of the Zoom meeting/webinar.

Use Cases for Integrating Zoom with FlexiFunnels

1. Webinar Registration Automation: When a user registers for your webinar through a FlexiFunnels form, they immediately receive an email with the Zoom link. This ensures that participants have instant access to the webinar details without any manual intervention.

2. Paid Workshop Confirmation: For paid workshop, once payment is confirmed via FlexiFunnels, the registrant automatically gets the Zoom link. This provides a smooth and professional experience, reassuring them that their registration is complete.

3. Online Course Enrollment: When students sign up for an online course, they receive a series of emails containing Zoom links for scheduled live sessions. This helps in managing multiple sessions and ensuring students have access to all live classes.

4. Client Meetings Scheduling: Automatically send Zoom meeting links to your clients who book consultations or meetings through FlexiFunnels. This integration ensures that both you and your clients have all the meeting details without the hassle of manual scheduling.

Congratulations on integrating your Zoom account with FlexiFunnels!!