It’s a must-have tool for businesses with remote teams or WordPress website owners who need to get in touch with customers and clients virtually.
For more details, see our step-by-step guide on how to create a contact form in WordPress.
After that, click the ‘Confirm’ button to move forward.
To learn more, see our article on how to create automated workflows in WordPress.
Next, you will also have to choose a Zoom webinar from the dropdown list.
Zoom is one of the most popular meeting, webinar, and video conference call software in the world, used by over 300 million people every day.
After that, just click the ‘Save’ button.
Now, it’s time for you to finally publish your Uncanny Automator recipe. To do this, all you need to do is toggle the switch in the ‘Recipe’ box to ‘Live’.
Now, you can create a new Zoom meeting that you will connect to your WordPress site.
From here, choose the ‘Add the user to a meeting’ option if you want to add a user to a meeting when they make a recurring subscription purchase.
To create a new Zoom webinar, click the ‘Webinars’ menu option in the ‘Personal’ tab inside your Zoom account.
Then, you can choose the Zoom meeting you want users to register for in the ‘Meeting’ box.
Then, select the Zoom call for your new members in the ‘Meeting’ box.
If you have multiple webinars running, then make sure to choose the webinar that’s associated with your WooCommerce products.
You can also configure the scopes for Zoom webinars here by simply switching to the ‘Webinar’ option from the left column. After that, click the ‘Done’ button to move forward.
Keep in mind that each recipe has two different parts: the trigger and the action. The trigger is the event that will start the recipe, and the action is the task that runs after the trigger takes place.
This will take you to the ‘Connect Zoom with WordPress’ screen, where you will see the app credentials listed.
Once you are done, don’t forget to click the ‘Save’ button to store your settings.
To get started, navigate to the Automator » Add new page from the WordPress admin sidebar and click the ‘Everyone’ option as the recipe type.
Then, paste the same ‘Account ID’, ‘Client ID’, and ‘Client Secret’ credentials that you used above.
Keep in mind that the WooCommerce plugin and store must be set up before you start creating a recipe with Uncanny Automator.
Besides Zoom, Uncanny Automator also allows you to create countless other recipes for different plugins and apps like Twilio and Google Sheets.
Once you are done, just click the ‘Continue’ button to move to the next step.
From here, you have to find the ‘Server-to-Server OAuth’ app type and click the ‘Create’ button under it.
Now, you are ready to connect your WordPress form with Zoom.
It’s the best WordPress automation plugin that helps you create automated workflows in WordPress without writing any code. The tool lets you easily connect your WordPress site with external apps like Zoom, Slack, and Asana.
You’ll now be taken to the next step, where you have to provide basic information for your app, including the app name, company name, short description, developer name, and email address.
Once you have done that, visit the Automator » Settings page from the WordPress admin sidebar to enter the license key for your pro plan. You will find this information in your account on the Uncanny Automator website.
After that, you have to choose a specific trigger related to WPForms.
Now, when your users fill out the form, they will automatically be registered for your Zoom meeting.
Register Users for a Zoom Webinar After Form Completion in WordPress
Once you are done, go ahead and click the ‘Connect Zoom Webinars Account’ button.
These credentials will be used to connect Zoom with your WordPress website. Next, click the ‘Continue’ button.
We hope this article helped you easily integrate Zoom meetings and webinars in WordPress. You may also want to see the best WooCommerce automations to increase sales or our expert comparison of the best business phone services for small businesses.
In this article, we will show you how to easily integrate Zoom meetings and webinars in WordPress, step by step.
Why Integrate Zoom Meetings and Webinars With WordPress?
This will bring up a list of available integrations, where you need to pick the ‘Zoom Meetings’ option.
There is a free version of Zoom, but you will need a paid account to set up the integration. First, head to the Zoom website and sign up for the plan that best suits your needs.
This will open the Zoom Meetings actions settings on the list.
Once you are done, don’t forget to click the ‘Save’ button to store your settings.
If you have multiple forms on your WordPress blog, then you will also have to select the form where the submission will trigger the action.
Create a New Zoom Meeting
After that, you need to make sure the ‘Required’ box is checked in the Registration section.
Once you are done, don’t forget to click the ‘Save’ button to store your settings.
To do this, visit your Zoom account to click the ‘Schedule’ link, and then fill in your meeting details.
Create a New Zoom Webinar
This will automatically register new customers for your webinar once they make a purchase.
If you want to integrate Zoom Webinars, too, then just click the ‘Zoom Webinars’ menu option.
This will open the Zoom webinar action settings on the screen, where you can select the ‘Add the user to a webinar’ option.
To connect Zoom with WordPress, you will first have to visit the Uncanny Automator website.
First, follow the same initial ‘Triggers’ section as above. This means that you will have to choose WPForms as the integration for the trigger.
Uncanny Automator works with all major forms solutions, including WPForms, Formidable Forms, and more.
This will open a list of all the integrations available in the Uncanny Automator. From here, you need to pick the ‘Zoom Meetings’ option.
That being said, let’s take a look at how you can easily integrate Zoom meetings and webinars in WordPress. Here’s a quick overview of the topics we will cover in this guide:
Install and Activate the Uncanny Automator Plugin for WordPress
Simply enter your app name and click the ‘Create’ button to start the process.
When running a membership site, registering new members for a Zoom call can be a great way to welcome them into your community.
Next, scroll down to the ‘Actions’ section and click the ‘Add action’ button to expand the menu.
These scopes provide a way to limit the amount of access granted to an app. To set a scope, click the ‘+ Add Scopes’ button.
Finally, click the ‘Connect Zoom Meetings Account’ button.
Next, scroll down to the ‘Actions’ section and click the ‘Add action’ button to expand the menu.
After that, simply click the ‘Save’ button at the bottom of the page.
Connect Zoom Meetings and Webinars With WordPress
From here, simply click the ‘Activate your app’ button.
If you want to add a user to a Zoom meeting after they fill out a specific form on your website, then you need to select the ‘Add the user to a meeting’ option.
Now, you can choose a specific product in your store or have the automation run when a customer purchases any product.
Upon purchase, you must install and activate the Uncanny Automator plugin on your WordPress website. For detailed instructions, you may want to see our beginner’s guide on how to install a WordPress plugin.
Then, simply select the ‘Zoom Webinars’ option as the integration.
If you haven’t set up your members-only site yet, then you can see our ultimate guide to creating a WordPress membership site.
Next, you will need to add an action for your automation.
Once you are done, don’t forget to click the ‘Save’ button to store your settings.
This will open the MemberPress trigger options on the screen in a dropdown menu list.
Now, when your customers purchase a product, they will automatically be registered for your product webinar.
Register Members for a Zoom Meeting After Sign Up in WordPress
After that, you must make your recipe live so that new users will automatically be enrolled in your webinar.
To do this, simply click the toggle in the ‘Recipe’ box so it says ‘Live’.
For instance, if you have an online store, then you can use Zoom for live product demos, customer support, online training, and even host webinars with your customers to promote upcoming products on your site.
We will select ‘recurring subscription product’, but you can select the product type that’s right for your site.
For this tutorial, we will be using WPForms because it’s the best contact form plugin for WordPress, used by over 6 million websites. There’s also a webinar form template in the form templates pack addon that makes form creation easy.
Now, only the registered members on your site will be able to trigger the recipe.
Next, click the ‘Zoom Meetings’ tab in the left column and then add the ‘Account ID’, ‘Client ID’, and the ‘Client Secret’ credentials that you copied earlier into the fields.
To do this, simply select a form of your choice from the ‘Form’ dropdown menu.
Integrating Zoom with WordPress lets you easily automate your meeting and webinar registration process. This can save you a lot of time that you can spend on other business tasks.
After that, select the ‘completes’ option in the ‘Trigger condition’ box to start the automation when a customer completes a purchase.
If you don’t have an active WordPress form on your website, then you need to create one now.
To do this, you will follow the same steps as above. However, you will select ‘Zoom Webinars’ instead of ‘Zoom Meetings’ in the actions section.
This will take you to the ‘Pricing’ page, where you can select a plan of your choice.
Now that Uncanny Automator is installed and activated, let’s set up your Zoom account.
Set Up Your Zoom Account the Right Way
Integrating WordPress with Zoom allows you to automatically enroll customers, visitors, and new members into Zoom video calls and webinars. This can improve user engagement and help build a community around your brand.
After that, you can select the ‘A form is submitted’ option as the trigger.
For your first trigger, you need to select ‘WPForms’ in the ‘Trigger’ meta box.
After that, don’t forget to click the ‘Activate license’ button.
In order to integrate Zoom and WordPress, you need at least the Pro version of Zoom and the Zoom Webinars addon.
Once Uncanny Automator is activated and Zoom is set up, you need to connect both of these apps to each other.
Another way to connect WordPress with Zoom is to enroll new customers in a product webinar after they make a purchase in your WooCommerce store.
For example, if you want your users to be added to a Zoom meeting once they submit a contact form, then you can select the ‘A form is submitted’ option.
For example, if you want the app to be able to view live streaming token information or all user meetings information, then simply check the boxes next to these options.
First, you need to visit the Automator » Add new screen from the WordPress dashboard and click the ‘Everyone’ option.
For this, head over to the Automator » App Integrations page from the WordPress dashboard.
Next, you have to provide a name for your recipe. This name won’t be displayed to your customers on the front and is only for your identification.
Once you have a premium account, you need to go to the Zoom App Marketplace and sign in to your account. Here, you will create an app that sends data between Zoom and WordPress.
Keep in mind that Uncanny Automator also has a free version, but it has limited features. That is why we are using the premium plan for this tutorial.
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