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How to connect a Zoom webinar to Event Farm using Zapier

Event Farm provides an integration with Zoom webinars using Zapier. Once the desired event and webinar are connected, all new confirmed guests in Event Farm will automatically be registered for the webinar in Zoom.

Prerequisites

  1. You must have a Zapier account.  While creating a Zapier account is free, you’ll want to calculate your upcoming event size to determine if you should upgrade to a paid plan.
  2. You must have a paid Zoom account with a Zoom Video Webinar license and access to host webinars.
  3. You have created both an Event Farm event and a Zoom webinar you wish to connect.
  4. Your Zoom webinar must have registrations set to required.

Steps to Configure

Part 1: Configure the Trigger

  1. Login to Zapier and choose ‘Try this Zap’ from Create Zoom webinar registrants from confirmed guests in Event Farm to create your new Zap.
  2. Choose App & Event has been configured, simply select ‘Continue’.
  3. Choose the Event Farm account associated with the event you would like to use.  If you have not already connected Event Farm to Zapier, choose ‘Add a New Account’ and complete the login to Event Farm to add this account to your choice options.
  4. Choose the event from the list or search by event name.
  5. Select ‘Test trigger’ to confirm that data is properly pulled from your event.

Part 2: Configure the Action

  1. Choose App & Event has been configured, simply select ‘Continue’.
  2. Choose the Zoom account hosting with the webinar you would like to use.  If you have not already connected Zoom to Zapier, choose ‘Add a New Account’ and complete the login to Zoom to add this account to your choice options.
  3. Choose the upcoming webinar from the list or search by webinar name.
  4. Next, you may choose to edit the guest details that Event Farm will provide to Zoom for each webinar registrant.  Email and First Name are required for this integration and both have been preselected for your convenience.  If no change is desired, select ‘Continue’.
  5. Use the "send a test" options to send a sample guest’s data from the event in Event Farm to the selected Zoom webinar.  Zapier will confirm whether or not the test was successful.  You can also verify this by opening the webinar in Zoom and within Invitations > Manage Attendees, confirm that the guest was registered as expected.
  6. Finally, select ‘Turn on Zap’ to make this active.

Now that your Zap is active, all new confirmed guests for your event in Event Farm will be automatically registered for your Zoom webinar!

 

Troubleshooting & Tips

  • If your webinar is not displaying in Zapier, double check to make sure that the webinar has the registration setting marked as required.
  • We recommend enabling the option to Send Confirmation Email to Registrants as this is the most reliable method for providing instructions to join the webinar.
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