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.
Categories
Zoom and Keap Max Classic can also be integrated using automation tools other than zapier:
When this trigger fires in Zoom
Triggers when a new registrant is added to a Webinar.
Then this action happens in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
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
First, we need to connect Zoom and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoom to Zapier.
Give Zapier access to your Zoom account, using Zoom credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Finally, we need to test this automation and publish it.
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 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!
Meeting created (instant)
Meeting started (instant)
Recording completed (instant)
Meeting ended (instant)
Custom events
Triggers when a new registrant is added to a Webinar.
Creates a new contact. Can be used to update existing contacts too.
Applies a tag to an existing contact.
Creates a note on an existing contact
Updates an existing contact.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Create a new company.
A cloud platform for video and web conferencing, webinars, chat, and virtual events
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