Zoom
ConvertKit
zapier

An automated workflow using zapier

Connects Zoom + ConvertKit

Add tags to ConvertKit subscribers for new registrants in Zoom

About this workflow template

This automation scenario allows you to connect Zoom and ConvertKit

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

Zoom and ConvertKit can also be integrated using automation tools other than zapier:

Diagram

Add tags to ConvertKit subscribers for new registrants in Zoom
Workflow diagram: Zoom + ConvertKit integration

How it works?

When this trigger fires in Zoom

Zoom

New Webinar Registrant in Zoom

Triggers when a new registrant is added to a Webinar.

Then these actions happen in Zoom and Zoom

ConvertKit

Add Tag to Subscriber in ConvertKit

Add a subscriber to a specific tag.

Zoom

New Meeting Registrant in Zoom

Triggers when a new registrant is added to a meeting.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add tags to ConvertKit subscribers for new registrants in Zoom.

Part I

Configure Applications

First, we need to connect Zoom and ConvertKit to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoom to Zapier.

    Connect Zoom to Zapier.

    Give Zapier access to your Zoom account, using Zoom credentials.

  • Connect ConvertKit to Zapier.

    Connect ConvertKit to Zapier.

    Give Zapier access to your ConvertKit account, using ConvertKit 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 Zoom

    Set up a Trigger action for Zoom

    Choose the following trigger: New Webinar Registrant (Triggers when a new registrant is added to a Webinar.).

  • Then set up an Action for ConvertKit

    Then set up an Action for ConvertKit

    Choose this action: Add Tag to Subscriber (Add a subscriber to a specific tag.).

  • Then set up another Action for Zoom

    Then set up another Action for Zoom

    Choose this action: New Meeting Registrant (Triggers when a new registrant is added to a meeting.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoom and ConvertKit.

  • Test the workflow and turn it on for production use

    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 tags to ConvertKit subscribers for new registrants in Zoom!

Supported triggers and actions

  • Zoom

    Meeting created (instant)

    Meeting created (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Meeting started (instant)

    Meeting started (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Recording completed (instant)

    Recording completed (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Meeting ended (instant)

    Meeting ended (instant)

    pipedream
    triggerbypipedream
  • Zoom

    Custom events

    Custom events

    pipedream
    triggerbypipedream
  • Zoom

    New webinar registrant

    Triggers when a new registrant is added to a Webinar.

    zapierautomateio
    triggerbyzapierautomateio
  • ConvertKit

    Add tag to subscriber

    Add a subscriber to a specific tag.

    zapier
    actionbyzapier
  • ConvertKit

    Add subscriber to form

    Subscribe someone to a ConvertKit Form on your account.

    zapierautomateiointegratelyalbato
    actionbyzapierautomateiointegratelyalbato
  • ConvertKit

    Add subscriber to sequence

    Adds a new subscriber to a sequence.

    zapierautomateio
    actionbyzapierautomateio
  • ConvertKit

    List subscribers

    Lists subscribers.

    integromatpipedream
    actionbyintegromatpipedream
  • ConvertKit

    Add subscriber to a form

    Add a subscriber to a form.

    pabbly-connectpipedream
    actionbypabbly-connectpipedream
  • ConvertKit

    View a single subscribers

    View a single subscribers

    pipedream
    actionbypipedream

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

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.