Zapier - Setup guide

Zapier - Setup guide

Zapier is an online automation tool that helps to connect Zoho Meeting with other third-party tools and applications. Zapier acts as a buffer by creating automated workflows called Zaps, which work based on actions and triggers.

Notes
Both admin and member can configure this integration settings.

The 'Zapier Integration' is available in both the free and paid editions of meeting and webinar in Zoho Meeting. 

Prerequisites:

1. You must have an active Zoho Meeting and  Zapier account to begin with or sign up for one.

2. An account in the third-party application you wish to connect with Zoho Meeting using Zapier (for example, Google Calendar, Salesforce, and more.)

How to integrate Zoho Meeting with other apps using Zapier
                             

1. Sign into Zoho Meeting
2.  Navigate to Settings > Integration > Apps> Zapier.
3. Click on Connect to Zapier

                               

 


Info: All the following steps will be in Zapier's interface. You need to create zaps to integrate an application with Zoho Meeting inside Zapier. To learn more about creating zaps and integrating two apps, visit Zapier's Quick Start Guide.

Integrate Zoho Meeting and Calendly using Zapier:

1. Sign into your Zapier account
2. In Zapier's Home page, click Create > Zaps

                                


3. This opens a zap workflow setup interface. Name your Zap and start setting up the workflow.

 


Create a trigger event:

1. Inside the Zap workflow interface, you must set up a trigger.

Example: In this case, let's set up a Calendly trigger to start your Zap when a new invitee is created. The Zap should then create a meeting in Zoho Meeting for that invitee.
2. Select trigger as Calendly, and select trigger event as Invitee created.

3. Sign in to your Calendly account to connect Calendly to Zapier.

                 

                                     

4. Click Continue.


                                 

 

5. In the Configure stage, select Webhook subscription scope and Event Type. Click Continue once you've configured the properties.
                                 
6. Click on Test trigger to check the connection. If the connection is successful, it'll pull the list of retrieved data as records.

                               

7. Once the connection is successful, click Continue with the selected record.

Now, you have completed setting up the trigger. You must create an action event to complete the workflow.

Create an action event:

Creating an action event is similar to setting up a trigger event.

                               

1. Select Zoho Meeting as the app
2. Select Schedule Meeting as the action event
3. Connect your Zoho Meeting account


Note: When connecting your Zoho Meeting account, ensure you select the correct data center (DC).

4. Click Continue
5. In the Configure stage, select the field values from the previous actions/triggers, or enter the mandatory fields.

                               

6. Click Continue.
7. Once the test is successful, click Publish.





 



        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • How to setup AVSDK

                                                                                                                                      Zoho Meeting's AV SDK is a feature that can be used by developers to integrate Zoho Meeting's capabilities directly into their applications. With this SDK, developers can incorporate most core functionalities, such as participants info, screen ...
                                                                                                                                    • Guide for Educators

                                                                                                                                      How do I create and run a class ? The following is a list of terminologies rephrased in this setup document for better comprehension within Zoho Meeting. Feel free to bypass this section initially; however, you can refer back to it whenever you ...
                                                                                                                                    • Registration Setup

                                                                                                                                      Scheduling a webinar with registration Webinars require registration, anyone who wants to attend your webinar will need to register for it. Therefore, once you plan and schedule a webinar, you need to share your webinar registration link via email, ...
                                                                                                                                    • Guide for Students

                                                                                                                                      How do I set-up the classroom as a student ?   Here are a few ways to help students get ready for online classes with Zoho Meeting.   Check System Requirements Pre-requisites: Zoho Meeting works with all modern browsers, operating systems, and mobile ...
                                                                                                                                    • How to schedule an on-demand Webinar in Zoho Meeting

                                                                                                                                      On-demand webinars are a flexible way to share your content with your audience at their convenience. This guide walks you through the steps of creating and managing on-demand webinars. Info: The feature is available only in Zoho Meeting's webinar ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources