An automated workflow using zapier
Connects Keap Max Classic + Zoom
Add Zoom webinar registrants by tagging them in Keap Max Classic
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Zoom
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Keap Max Classic and Zoom can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Keap Max Classic
Tag Added to Contact in Keap Max Classic
Triggers when a tag gets added to a contact.
Then this action happens in Zoom
Create Webinar Registrant in Zoom
Creates a new webinar registrant.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add Zoom webinar registrants by tagging them in Keap Max Classic.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Zoom to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Zoom to Zapier.
Give Zapier access to your Zoom account, using Zoom credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Keap Max Classic
Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).
Then set up an Action for Zoom
Choose this action: Create Webinar Registrant (Creates a new webinar registrant.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Zoom.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Zoom webinar registrants by tagging them in Keap Max Classic!
Related Automation Templates
Supported triggers and actions
Meeting created (instant)
Meeting created (instant)
triggerbypipedreamMeeting started (instant)
Meeting started (instant)
triggerbypipedreamRecording completed (instant)
Recording completed (instant)
triggerbypipedreamMeeting ended (instant)
Meeting ended (instant)
triggerbypipedreamCustom events
Custom events
triggerbypipedreamNew webinar registrant
Triggers when a new registrant is added to a Webinar.
triggerbyzapierautomateio
Create/update contact
Creates a new contact. Can be used to update existing contacts too.
actionbyzapierTag existing contact
Applies a tag to an existing contact.
actionbyzapierintegratelyCreate note
Creates a note on an existing contact
actionbyzapierintegratelyUpdate contact
Updates an existing contact.
actionbyzapierintegratelySend email
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
actionbyzapierCreate company
Create a new company.
actionbyzapierintegrately
Apps you need
Zoom
A cloud platform for video and web conferencing, webinars, chat, and virtual events
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
