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How to connect Instantly and Zoom
Create a New Scenario to Connect Instantly and Zoom
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Zoom will be your first step. To do this, click "Choose an app," find Instantly or Zoom, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoom Node
Next, click the plus (+) icon on the Instantly node, select Zoom from the list of available apps, and choose the action you need from the list of nodes within Zoom.
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Authenticate Zoom
Now, click the Zoom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoom settings. Authentication allows you to use Zoom through Latenode.
Configure the Instantly and Zoom Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Zoom Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Zoom, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Zoom integration works as expected. Depending on your setup, data should flow between Instantly and Zoom (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Zoom
Instantly + Calendly + Zoom: When a new lead is created in Instantly, use Calendly to create a single-use scheduling link. Then, create a meeting in Zoom with the lead, allowing them to schedule a meeting using Calendly.
Zoom + Instantly + Google Sheets: When a Zoom meeting ends, this automation retrieves meeting data and Instantly campaign details, then logs the combined data into a Google Sheet for analysis.
Instantly and Zoom integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Zoom
Automate Zoom meeting tasks in Latenode. Trigger actions based on meeting events (start, end, participant join), send notifications, or log data. Combine Zoom with other apps; for example, automatically create follow-up tasks or update databases based on call outcomes. The visual editor and flexible logic blocks simplify complex workflows, without code.
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See how Latenode works
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FAQ Instantly and Zoom
How can I connect my Instantly account to Zoom using Latenode?
To connect your Instantly account to Zoom on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Zoom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically schedule Zoom meetings for new Instantly leads?
Yes, you can! Latenode's visual editor makes this simple. Automatically book meetings, send invites, and follow up, all without coding. Spend more time closing deals.
What types of tasks can I perform by integrating Instantly with Zoom?
Integrating Instantly with Zoom allows you to perform various tasks, including:
- Automatically creating Zoom meetings for new leads captured in Instantly.
- Sending Zoom meeting links via Instantly campaigns.
- Updating Instantly lead statuses based on Zoom meeting attendance.
- Triggering Instantly email sequences after a Zoom meeting concludes.
- Adding Zoom meeting recordings to Instantly lead profiles.
What Instantly data can I access when using Instantly on Latenode?
Latenode provides access to all Instantly data, including leads, campaigns, and performance metrics, for automation.
Are there any limitations to the Instantly and Zoom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Instantly campaign logic might require custom JavaScript code.
- Zoom API rate limits can impact high-volume automation workflows.
- Certain advanced Zoom webinar features may not be directly supported.
