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How to send a Zoom meeting link automatically after form submission on Kajabi?

  • December 13, 2024
  • 4 replies
  • 20 views

Hello! What I’m trying to do is - Someone fills out an opt-in form on my website (on Kajabi) > they are sent a Zoom link to the upcoming meeting through email (Zoho). Whenever I try and do this on Zapier, it wants me to insert a known email address, name, etc. I don’t know who will sign up. I just want Zapier to send an already-made Zoom link to whomever actually does sign up. Please help. 

Best answer by Badger

@Kristen B. 

Your first step the Trigger, New Form Submission from Kajabi should include the information you need to add into the Zoom step. When in the Zoom step you should see a + on the right of the input box. Click this and it will bring up a list of the previous steps where you can grab the dynamic data from. 

You’ll need a test case and once loaded it will give you all the information available to place into steps below it. If your form includes a Name and Email field you can use the data from this in your Zoom Step. This will be different for each form submission. 

You can see what triggers and actions are available for Kajabi here https://zapier.com/apps/kajabi/integrations
and for Zoom here https://zapier.com/apps/zoom/integrations#triggers-and-actions

Let me know if that makes sense or helps.

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4 replies

Badger
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  • New
  • 134 replies
  • Answer
  • December 13, 2024

@Kristen B. 

Your first step the Trigger, New Form Submission from Kajabi should include the information you need to add into the Zoom step. When in the Zoom step you should see a + on the right of the input box. Click this and it will bring up a list of the previous steps where you can grab the dynamic data from. 

You’ll need a test case and once loaded it will give you all the information available to place into steps below it. If your form includes a Name and Email field you can use the data from this in your Zoom Step. This will be different for each form submission. 

You can see what triggers and actions are available for Kajabi here https://zapier.com/apps/kajabi/integrations
and for Zoom here https://zapier.com/apps/zoom/integrations#triggers-and-actions

Let me know if that makes sense or helps.


JammerS
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  • Zapier Staff
  • 2361 replies
  • December 16, 2024

Hi ​@Kristen B.,
 
We just wanted to see how everything is going with your Zap. Did Badger's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.


  • Author
  • Beginner
  • 1 reply
  • December 19, 2024

Thanks so much! This is very helpful. I think it’s working now 😊


JammerS
Forum|alt.badge.img+6
  • Zapier Staff
  • 2361 replies
  • December 20, 2024

Wow! Thank you for confirming that Badger’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.