Zoom
Keap Max Classic
zapier

An automated workflow using zapier

Connects Zoom + Keap Max Classic

Add new Zoom registrants to Keap Max Classic by Keep as contacts

About this workflow template

This automation scenario allows you to connect Zoom and Keap Max Classic

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.

Zoom and Keap Max Classic can also be integrated using automation tools other than zapier:

Diagram

Add new Zoom registrants to Keap Max Classic by Keep as contacts
Workflow diagram: Zoom + Keap Max Classic 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 this action happens in Keap Max Classic

Keap Max Classic

Create/Update Contact in Keap Max Classic

Creates a new contact. Can be used to update existing contacts too.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Zoom registrants to Keap Max Classic by Keep as contacts.

Part I

Configure Applications

First, we need to connect Zoom and Keap Max Classic 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 Keap Max Classic to Zapier.

    Connect Keap Max Classic to Zapier.

    Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 Keap Max Classic

    Then set up an Action for Keap Max Classic

    Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).

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 Keap Max Classic.

  • 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 new Zoom registrants to Keap Max Classic by Keep as contacts!

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
  • Keap Max Classic

    Create/update contact

    Creates a new contact. Can be used to update existing contacts too.

    zapier
    actionbyzapier
  • Keap Max Classic

    Tag existing contact

    Applies a tag to an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Create note

    Creates a note on an existing contact

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Update contact

    Updates an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Send email

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    zapier
    actionbyzapier
  • Keap Max Classic

    Create company

    Create a new company.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Zapier

Zapier

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