Zapier - Setup guide

Zapier - Setup guide

Zapier is an online tool that connects Zoho Webinar with other apps and services. It automates tasks using workflows called Zaps, which run based on triggers and actions.

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Prerequisites:

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

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



How to integrate Zoho Webinar with other apps using Zapier

                                                    


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

                                          

 


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

Integrate Zoho Webinar and Salesforce 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.


IdeaExample: In this case, let's consider setting up a Zoho Webinar trigger to start your Zap when a new registrant is added. The Zap should then add the registrant as a lead in Salesforce.

2. Select trigger as Zoho Webinar, and select trigger event as Registrant added.

3. Sign in to your Zoho Webinar account to connect Zoho Webinar to Zapier.

                                                 

4. Click Continue.


                                                 

 

5. In the Configure stage, select the Org name and Webinar ID. 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 the 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 Salesforce as the app
2. Select Create Lead as the action event
3. Connect your Salesforce account


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

4. Click Continue
5. In the Configure stage, select or enter the mandatory fields.

                                                                 

6.  Click Continue
7.  Click on Test to check the connection.
8. Once the test is successful, click Publish.