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How to Integrate Zoom with ClickFunnels 2.0 | Native Setup & Automation Guide

If you use ClickFunnels 2.0 to generate leads or sell products, chances are you also rely on Zoom for webinars, coaching calls, or meetings. Manually adding registrants to Zoom can be time-consuming, but thankfully, ClickFunnels 2.0 now offers a native Zoom integration that automates the entire process.

With this integration, you can automatically send contacts to a Zoom meeting or webinar when they opt into a funnel—saving you time and ensuring no one slips through the cracks.

In this guide, we’ll walk through how to set up the Zoom integration inside ClickFunnels 2.0, create automated workflows, and connect Zoom to your funnels so your registrations happen seamlessly.

Why Integrate Zoom with ClickFunnels 2.0?

Connecting Zoom to ClickFunnels allows you to automatically register leads for your meetings and webinars, eliminating the need to manually transfer information between platforms. This is especially useful if you:

  • Host live webinars and want registrants added automatically.
  • Run coaching or sales calls and need an easy way to schedule attendees.
  • Use Zoom for group meetings and want to simplify the sign-up process.

Instead of exporting and importing lists, ClickFunnels’ workflow automation will ensure every new lead is sent to Zoom immediately after opting in.

Step 1: Connecting Zoom to ClickFunnels 2.0

The first step is to connect your Zoom account to ClickFunnels so the two platforms can communicate. To do this, log into ClickFunnels 2.0 and navigate to your dashboard. From the left-hand menu, click on Workspace Settings, then select Integrations from the settings panel.

Once on the Integrations page, click “Connect Integration” and scroll down until you find Zoom. Click on it, and a pop-up will appear asking you to log in to your Zoom account. After entering your credentials, you’ll need to grant ClickFunnels permission to access your Zoom data. Once approved, you’ll be redirected back to ClickFunnels, where Zoom will now be listed as a connected integration.

Step 2: Setting Up a Workflow to Send Contacts to Zoom

With Zoom now connected, you need to create a workflow that tells ClickFunnels to send new registrants to Zoom when they opt into a funnel. To do this, go to the Automation tab and select Workflows from the dropdown menu. Click “Add Workflow” and give it a name that reflects its purpose, such as “Webinar Registration Workflow.”

In the workflow setup, leave the Run Type set to Multiple Runs so that multiple people can sign up without restrictions. Click “Create Workflow”, and you’ll be taken to the workflow editor, where you’ll set up a trigger that determines when the automation runs.

Step 3: Adding a Trigger to Your Workflow

The trigger event tells ClickFunnels when to send a contact to Zoom. Since we want this automation to run when someone opts into a funnel, we need to select the Opt-In event.

Inside the workflow editor, click “Add a Trigger”, then select “Opt-In” from the list of event types. If you’re linking the workflow to a specific landing page, enter the page name and select it from the dropdown. If you want this workflow to work across an entire funnel step, leave the Funnel selection blank and select the correct Funnel Step instead.

Once everything is configured, click Save, then enable the trigger by clicking the toggle button at the top of the screen. Now, whenever someone opts in, ClickFunnels will know to run this workflow. The next step is to tell ClickFunnels what action to take once the workflow is triggered.

Step 4: Connecting Zoom to the Workflow

Now that the trigger is set up, it’s time to add Zoom as an action so that new leads are automatically registered for a meeting or webinar. Inside your workflow, click on the plus icon in the flowchart to add an action. A menu will appear—scroll down and select “Third-Party Integration.”

A pop-up will appear showing all your connected integrations. Click on Zoom, then choose whether you want to add contacts to a Zoom Meeting or a Zoom Webinar. If you’re using Zoom Webinars, make sure your Zoom account has the webinar feature enabled. If your Zoom plan doesn’t include webinars, you’ll need to select Zoom Meetings instead.

Next, choose the specific meeting or webinar that registrants should be added to. You’ll then need to map the correct data fields, ensuring that ClickFunnels sends the right information to Zoom. Select the lead’s First Name and Email fields so that Zoom correctly registers each contact. Once this is done, click Next, then Save.

At this point, the integration is fully configured. The last step is to activate the workflow so it starts running.

Step 5: Enabling the Workflow

Once everything is set up, you need to turn on the workflow to ensure it functions correctly. Inside the workflow editor, click the toggle button on the right-hand side of the screen. When the toggle turns blue, it means the workflow is active and will now run automatically whenever someone opts into your funnel.

Now, every time a new contact signs up through your ClickFunnels funnel, they will automatically be registered for the selected Zoom meeting or webinar—no manual work required.

Final Thoughts

Managing members in ClickFunnels 2.0 Communities is straightforward once you know where to find everything. Whether you’re adding, adjusting, revoking, banning, or unbanning members, these tools give you full control over who has access to your community.

If you’re running a growing community, it’s a good idea to periodically review access levels to ensure that members are placed in the correct groups. Keeping your community well-managed creates a better experience for everyone and prevents potential security issues.

If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox every Monday.

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

Do I need a paid Zoom account for this integration?

You can use this integration with a free Zoom account for meetings, but if you want to automate webinar registrations, you’ll need a Zoom Webinar plan, which is a paid upgrade.

Can I connect different Zoom meetings to different funnels?

Yes! You can create separate workflows for different funnels, each connecting to its own Zoom meeting or webinar. This ensures that registrants are always added to the correct event.

Can I send a confirmation email after someone is registered?

Yes! You can add an additional step in your workflow that sends a confirmation email after someone is added to Zoom. This email can include event details, Zoom links, and reminders.

What happens if someone opts in more than once?

If your workflow allows multiple runs, the same person can opt in multiple times and be added to Zoom each time. If you only want them to register once, adjust the workflow settings accordingly.

How do I disconnect Zoom from ClickFunnels?

To disconnect Zoom, go to Workspace Settings > Integrations, find Zoom, and click Disconnect. If you are using the integration inside of any workflows, you will need to click on the zoom integration directly and then proceed to remove zoom from each area it is connected. Then you will be aloud to remove the integration. This will remove Zoom from ClickFunnels, and no further automations will run.

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