Seamlessly Integrate Zoom Meetings and Webinars into Your WordPress Site: A Step-by-Step Guide

Recently, virtual meetings and webinars have become essential resources for businesses, educators, and content creators.

By integrating Zoom meetings and webinars into your WordPress site, you can enhance communication and increase user engagement by offering direct access to virtual events from your website. You can also automate the enrollment process for customers, visitors, and new members into Zoom video calls.

At CanadaCreate, we have utilized Zoom for various purposes, such as company meetings, team-building exercises, and content planning. This experience has provided us with valuable insights into the platform’s advantages and disadvantages.

In this article, we will guide you through the simple process of integrating Zoom meetings and webinars into your WordPress site, step by step.

What Are the Benefits of Integrating Zoom Meetings and Webinars With WordPress?

Integrating Zoom with WordPress allows you to automate the registration process for meetings and webinars, saving you significant time that can be redirected to other business activities.

Zoom is among the most widely used software for meetings, webinars, and video conferencing globally, with over 300 million daily users.

It is an essential tool for businesses with remote teams and website owners who need to connect with customers and clients virtually.

For example, if you run an online store, you can leverage Zoom for live product demonstrations, customer support, online training sessions, and even host webinars to showcase upcoming products to your audience.

Now, let’s explore how to effortlessly integrate Zoom meetings and webinars into your WordPress site. Here’s a brief overview of the topics we will cover in this comprehensive guide:

• Install and Activate the Uncanny Automator Plugin for WordPress
• Properly Set Up Your Zoom Account
• Link Zoom Meetings and Webinars to Your WordPress Site
• Automatically Add Users to a Zoom Meeting After They Complete a Form on WordPress
• Automatically Register Users for a Zoom Webinar After They Complete a Form on WordPress
• Enroll Customers in a Zoom Webinar After Their Purchase on WordPress
• Register Members for a Zoom Meeting After They Sign Up on WordPress
• Bonus: Utilize Google Meet for Your Webinars and Meetings

Install and Activate the Uncanny Automator Plugin for WordPress

The simplest way to connect Zoom with WordPress is by using the Uncanny Automator plugin.

This powerful WordPress automation plugin allows you to create automated workflows without any coding. It connects your site with over 150 plugins and applications, including Zoom, Slack, and Asana.

This tool functions like Zapier for WordPress sites, but at a fraction of the cost.

For more information, check out our article on creating automated workflows in WordPress.

To link Zoom with WordPress, start by visiting the Uncanny Automator website.

Next, click the ‘Get Uncanny Automator Now’ button to proceed.

This will direct you to the ‘Pricing’ page, where you can choose a suitable plan.

Remember, Uncanny Automator offers a free version, but it has limited features. That’s why we recommend the premium plan for this tutorial.

After purchasing, install and activate the Uncanny Automator plugin on your WordPress site. For detailed guidance, refer to our beginner’s guide on installing a WordPress plugin.

Once completed, navigate to the Automator » Settings section in the WordPress admin sidebar to enter your license key. You can find this information in your account on the Uncanny Automator website.

Finally, remember to click the ‘Activate license’ button.

With Uncanny Automator successfully installed and activated, it’s time to configure your Zoom account.

Properly Configure Your Zoom Account

To connect Zoom with WordPress, you must have at least the Pro version of Zoom along with the Zoom Webinars add-on.

While Zoom offers a free version, a paid account is necessary for integration. Begin by visiting the Zoom website to choose a plan that fits your requirements.

If you plan to host webinars on your site, you’ll need to purchase the Zoom Webinars add-on as well.

After obtaining a premium account, navigate to the Zoom App Marketplace and log in. Here, you will create an application to facilitate data exchange between Zoom and WordPress.

To proceed, click on the ‘Develop’ menu and select ‘Build App’ from the dropdown menu located in the upper right corner of the screen.

This will direct you to the ‘Choose your app type’ page, where you’ll need to select the type of app you wish to create.

Next, locate the ‘Server-to-Server OAuth’ app type and click the ‘Create’ button beneath it.

You will then be prompted to name your app in a popup window. This name serves as a reminder of the app’s purpose and will not be visible to your website visitors.

Begin by entering your application name and clicking the ‘Create’ button to initiate the setup process.

You will be directed to the ‘Connect Zoom with WordPress’ page, where you can find your app credentials displayed.

At this point, copy the ‘Account ID’, ‘Client ID’, and ‘Client Secret’ credentials and save them in a text editor for later use.

These credentials are essential for linking Zoom with your WordPress site. After that, click the ‘Continue’ button.

Next, you will need to provide essential details for your application, including the app name, company name, a brief description, developer name, and your email address.

Once you have filled in the information, click the ‘Continue’ button to proceed to the next step.

You will then arrive at the ‘Feature’ screen, where no configuration is needed, so simply click ‘Continue’ to move forward.

Next, you will access the ‘Scopes’ screen, where you must select at least one scope to activate your app.

Scopes allow you to control the level of access granted to your application. To add a scope, click the ‘+ Add Scopes’ button.

A prompt will appear, allowing you to choose scopes for Zoom meetings and webinars that will be hosted on your website using this application.

For instance, if you want the application to access live streaming token details or view all user meetings, simply select the checkboxes next to these options.

You can also adjust the scopes for Zoom webinars by switching to the ‘Webinar’ option in the left column. Then, click the ‘Done’ button to proceed.

Next, click the ‘Continue’ button to advance to the following step.

On the ‘Activation’ page, you will see a message indicating that your app is ready for use.

From this point, simply click the ‘Activate your app’ button.

Set Up a New Zoom Meeting

Now, you can create a new Zoom meeting that will be linked to your WordPress site.

To do this, log into your Zoom account, click the ‘Schedule’ link, and fill in the meeting details.

You can also set up a recurring Zoom meeting for your users by checking the ‘Recurring meeting’ box in the ‘Timezone’ section.

Once you have completed the setup, remember to click the ‘Save’ button to store your changes.

Set Up a New Zoom Webinar

To create a new Zoom webinar, select the ‘Webinars’ menu option under the ‘Personal’ tab in your Zoom account.

Then, simply click the ‘Schedule a Webinar’ button.

On the following page, you can input all the details for your webinar.

Next, ensure that the ‘Required’ checkbox is selected in the Registration section.

Then, simply click the ‘Save’ button located at the bottom of the page.

Integrate Zoom Meetings and Webinars with Your WordPress Site

Once you have activated Uncanny Automator and set up Zoom, you will need to connect both applications.

To do this, navigate to theAutomator » App Integrationssection from your WordPress dashboard.

Next, click on the ‘Zoom Meetings’ tab in the left column and enter the ‘Account ID’, ‘Client ID’, and ‘Client Secret’ credentials that you copied earlier into the respective fields.

Finally, click the ‘Connect Zoom Meetings Account’ button.

If you also want to integrate Zoom Webinars, simply select the ‘Zoom Webinars’ menu option.

Then, paste the same ‘Account ID’, ‘Client ID’, and ‘Client Secret’ credentials that you used previously.

Once you have completed this, click the ‘Connect Zoom Webinars Account’ button.

Now that Zoom is set up and integrated with WordPress, let’s explore some exciting features available through this Uncanny Automator integration.

Automatically Add Users to a Zoom Meeting After Form Submission on Your WordPress Site

This integration will register users for a Zoom meeting automatically once they complete a form on your website. This feature is ideal for onboarding new clients, scheduling coaching sessions, and more.

If your website currently lacks an active WordPress form, it’s time to create one.

Uncanny Automator is compatible with all major form solutions, including WPForms, Formidable Forms, and others.

In this tutorial, we will use WPForms, the leading contact form plugin for WordPress, trusted by over 6 million websites. Additionally, there is a webinar form template available in the form templates pack addon to simplify form creation.

For further information, refer to our comprehensive guide on how to create a contact form in WordPress.

You are now ready to connect your WordPress form with Zoom.

To accomplish this, you will create a ‘recipe.’ In Uncanny Automator, recipes are the automations that connect different plugins and applications.

To begin, go to the Automator » Add New page in the WordPress admin sidebar and select the ‘Everyone’ option as the recipe type.

Everyone recipes can be triggered by any user, while logged-in recipes can only be activated by users who are logged into your website.

Then, click the ‘Confirm’ button to proceed.

Next, provide a name for your recipe. This will help you easily identify your created recipes, even if the name isn’t visible to users.

Remember that each recipe consists of two components: the trigger and the action. The trigger is the event that initiates the recipe, while the action is the task that follows once the trigger occurs.

For your initial trigger, select ‘WPForms’ from the ‘Trigger’ options.

Next, choose a specific trigger associated with WPForms.

For instance, if you want users to be added to a Zoom meeting after they submit a contact form, select the ‘A form is submitted’ option.

If your WordPress blog contains multiple forms, you will need to specify which form submission will trigger the action.

To do this, simply select your desired form from the ‘Form’ dropdown menu.

Once you’ve made your selections, remember to click the ‘Save’ button to save your settings.

Next, you need to add an action for your automation.

To do this, scroll down to the ‘Actions’ section and click the ‘Add action’ button located under the meta box.

This will display a list of all available integrations in Uncanny Automator. From this list, select the ‘Zoom Meetings’ option.

This will bring up the settings for the ‘Zoom Meetings’ action on your screen.

Here, you need to choose the action that Zoom will take when the form is submitted.

If you want to add a user to a Zoom meeting after they complete a specific form on your site, select the ‘Add the user to a meeting’ option.

Next, you can select the Zoom meeting for which you want users to register in the ‘Meeting’ box.

Once you finish, be sure to click the ‘Save’ button to save your settings.

Now, it’s time to publish your Uncanny Automator recipe. Simply toggle the switch in the ‘Recipe’ box to ‘Live’.

Now, when users fill out the form, they will automatically be registered for your Zoom meeting.

Register Users for a Zoom Webinar After Completing a Form in WordPress

Another common integration is to register users for a webinar when they fill out a form on your website.

To do this, follow the same steps as above. However, in the actions section, select ‘Zoom Webinars’ instead of ‘Zoom Meetings’.

Begin by selecting WPForms as your integration in the initial ‘Triggers’ section.

Then, choose the ‘A form is submitted’ option as your trigger.

Next, navigate to the ‘Actions’ section and click the ‘Add action’ button to reveal more options.

After that, select ‘Zoom Webinars’ as your integration.

This will bring up the settings for the Zoom webinar actions.

From this menu, choose the ‘Add the user to a webinar’ option. This will automatically register users for your Zoom webinar after they complete a specific form on your site.

Next, select a Zoom webinar from the dropdown list.

Once you have completed these steps, be sure to click the ‘Save’ button to apply your settings.

Then, make your recipe live so that new users are automatically registered for your webinar.

To do this, simply toggle the switch in the ‘Recipe’ box to read ‘Live’.

Enroll Customers in a Zoom Webinar After Their Purchase on WordPress

Another method to link WordPress with Zoom is to automatically register new customers for a product webinar after they make a purchase in your WooCommerce store.

Ensure that the WooCommerce plugin and your online store are fully set up before you begin creating a recipe with Uncanny Automator.

First, navigate to the Automator » Add New page in the WordPress dashboard and select the ‘Everyone’ option.

Next, click the ‘Confirm’ button to proceed.

Then, provide a name for your recipe. This name is for your reference only and will not be visible to your customers.

After that, select WooCommerce as the integration option in the ‘Trigger’ meta box.

This action will display a list of WooCommerce triggers in the dropdown menu. You can choose any trigger that meets your requirements.

For instance, if you want customers to be added to your webinar after purchasing a product, select the first option.

Then, choose the ‘completes’ option in the ‘Trigger condition’ box to initiate the automation when a customer completes their purchase.

After that, simply click the ‘Save’ button to save your settings.

Now, you can either select a specific product from your store or set the automation to trigger when any product is purchased.

To include all your products in the automation, select the ‘Any product’ option and click the ‘Save’ button.

Next, navigate to the ‘Actions’ section and click the ‘Add action’ button to reveal the menu.

Then, select the ‘Zoom Webinars’ integration from the available options.

This will display the Zoom webinar action settings, where you can choose the ‘Add the user to a webinar’ option.

This feature will automatically register new customers for your webinar as soon as they complete a purchase.

After that, pick your desired webinar from the dropdown list in the ‘Webinar’ box.

If you have multiple webinars, ensure you select the one linked to your WooCommerce products.

Finally, you need to activate your recipe.

To do this, simply toggle the switch in the ‘Recipe’ box to ‘Live’.

Now, when customers purchase a product, they will be automatically registered for your product webinar.

Automatically Register Members for a Zoom Meeting After Signing Up on WordPress

When managing a membership site, registering new members for a Zoom call is an excellent way to welcome them into your community.

If you haven’t created your exclusive members-only site yet, check out our comprehensive guide on building a WordPress membership site.

You can also allow new users to register for a Zoom orientation call when they sign up for your online course.

Once your website is ready, go to the Automator » Add New section in the WordPress admin sidebar and select the ‘Logged-in’ option.

At this point, only registered members of your site will be able to activate the recipe.

Then, click the ‘Confirm’ button to proceed.

Next, provide a name for your recipe. This name will not be visible to anyone on the front end and is solely for your reference.

After that, choose the ‘MemberPress’ integration in the trigger section.

This will display the MemberPress trigger options in a dropdown menu on the screen.

We will select ‘recurring subscription product’, but you can choose the product type that best fits your site.

Next, select the subscription product from the dropdown in the ‘Product’ box.

After that, simply click the ‘Save’ button.

Now, it’s time to add an action to your recipe. To do this, click the ‘Add action’ button in the ‘Actions’ box to reveal the menu.

This will display a list of available integrations, where you should select the ‘Zoom Meetings’ option.

This will open the settings for Zoom Meetings actions in the list.

From here, select the ‘Add the user to a meeting’ option if you want to enroll a user in a meeting when they purchase a recurring subscription.

Next, choose the Zoom call for your new members in the ‘Meeting’ box.

After that, simply click the ‘Save’ button to apply your settings.

The final step is to activate your recipe.

To do this, click the Draft toggle in the ‘Recipe’ box to change it to ‘Live’.

Now, your new members will automatically be signed up for a Zoom member orientation call.

In addition to Zoom, Uncanny Automator enables you to create numerous other recipes for various plugins and applications like Twilio and Google Sheets.

Bonus: Consider using Google Meet for Webinars and Meetings.

If you prefer not to use Zoom, Google Meet is an excellent alternative.

This platform is part of Google Workspace and allows you to schedule meetings, share your screen, utilize in-meeting chat, and add visual effects to your video.

If you use other Google services, Google Meet seamlessly integrates with Gmail and Google Calendar. Its user-friendly interface makes it an excellent choice for those seeking a straightforward video conferencing solution.

For users seeking more advanced features, Zoom may be the better option. Check out our detailed comparison of Google Meet and Zoom to determine which platform is best suited for your business needs.

We hope this guide has helped you successfully integrate Zoom meetings and webinars into your WordPress site. You might also be interested in learning how to add Google Slides presentations to WordPress or exploring our expert comparison of the top business tools for small businesses.

If you enjoyed this article, please consider subscribing to our YouTube channel for WordPress video tutorials. You can also connect with us on Twitter and Facebook.