How to Integrate Zoom Meetings & Webinars in WordPress: An Expert‘s Guide

As a WordPress webmaster with over 15 years of experience, I‘ve seen virtual meetings become a critical part of engaging audiences online.

Integrating Zoom web conferencing with WordPress has many advantages for businesses and organizations. This comprehensive guide will teach you how to easily set up webinar and meeting automations to boost audience engagement.

Why Your Website Needs Zoom Integration

Let‘s start with some key stats on video conferencing and webinars:

• 90% of marketers say video conferencing helps them generate more leads [1]
• Webinar attendance grew by over 600% in 2020 [2]
• 97% of businesses use video conferencing tools [3]

It‘s clear that video is becoming a must-have for meaningful online engagement.

Integrating Zoom with your WordPress site makes it easy to leverage these benefits, including:

Automating Webinar Registrations

Rather than manual signup forms, you can automatically enroll interested website visitors in a Zoom webinar when they:

• Fill out a contact form
• Complete a purchase in your store
• Download an offer from your site

This helps you capture leads and drive live events.

Streamlining Client and Customer Onboarding

Businesses can wow new customers and clients by automatically scheduling a personalized Zoom welcome call upon signup.

This accelerates the onboarding process.

Fostering Community and Member Engagement

Membership site owners can use Zoom integrations to enroll members in a welcome call or host monthly community video chats.

This helps retain members by building personal connections.

Enhancing Coaching and Online Courses

Coaches and course creators can easily schedule live Zoom office hours, calls, and video lectures with students directly from WordPress.

This provides high-touch coaching that enhances online learning.

As you can see, WordPress plus Zoom is a powerful combination for boosting engagement. Now let‘s get into how to set it up.

How to Connect Zoom with Your WordPress Site

The easiest way to integrate Zoom with WordPress is by using a automation tool like Uncanny Automator.

This allows you to create "recipes" that automatically add users to Zoom meetings and webinars based on triggers.

Here is an overview of how to connect Zoom with WordPress using Uncanny Automator:

Step 1: Get Uncanny Automator and Activate the License

First, purchase Uncanny Automator and install the plugin on your WordPress site. You‘ll need a paid plan to access the Zoom integrations.

Activate your license by entering it on the plugin‘s settings page in your WordPress dashboard.

(For more detailed setup instructions, see the Uncanny Automator docs.)

Step 2: Get Your Zoom API Credentials

Next, you need to get API credentials from your Zoom account for the integration to work properly:

1. Make sure you‘re on a paid Zoom plan like Pro or Business.

2. Log into the Zoom App Marketplace.

3. Click on Build App and create a new "Server-to-Server OAuth" app.

4. This will provide the Client ID, Client Secret, and OAuth Redirect URL needed for WordPress integration.

5. Copy these API credentials to use in the next step.

(For a visual walkthrough of this process, see Zoom‘s docs.)

Step 3: Connect the Apps in WordPress

Now we‘re ready to connect Zoom with WordPress using the API credentials:

1. In your WordPress dashboard, go to Automator > App Integrations

2. Select the Zoom Meetings tab

3. Paste in your Zoom API credentials from Step 2

4. Click the button to connect your Zoom account

5. Repeat in the Zoom Webinars tab using the same credentials

That‘s it! Zoom is now integrated with your WordPress site.

Automating Zoom Workflows in WordPress

With the apps connected, we can now build automated workflows that add users to Zoom meetings and webinars when certain triggers occur.

For example:

• Enroll all new contact form submissions in a Zoom sales call
• Register members for a welcome call when they join your site
• Sign up purchasers for a Zoom product demo

Let‘s look at how to set up each piece of these "recipes".

Choose a Trigger

First, you need to decide what event on your site should trigger adding the user to Zoom. Popular options include:

• Form plugin submissions – Contact form, newsletter signups, etc.
• Membership registrations – New member signups.
• WooCommerce purchases – Product orders, subscriptions, etc.

This trigger will start the workflow.

Pick a Zoom Action

Next, choose the Zoom action you want to happen after the trigger:

• Add user to meeting – Register user for a scheduled meeting
• Add user to webinar – Sign user up for a live webinar
• Other actions – Email invites, update custom fields, etc.

Make sure to select the specific meeting or webinar you want to add them to.

Activate and Test the Recipe

The last step is activating the automation recipe in your WordPress dashboard.

Toggle the recipe from "Draft" to "Published" mode to turn it on.

Test it out by verifying users get added to your Zoom event after the trigger occurs on your site.

And that‘s it! You‘ve automated your Zoom workflows.

Advanced Tips for Zoom + WordPress Integrations

Here are some pro tips from my experience with Zoom and WordPress integrations:

• Use Zoom breakout rooms to split large groups into smaller discussion sessions during a webinar or meeting.

• Integrate with email services like Mailchimp to automatically notify users about their registered Zoom event.

• Funnel registrants into your email list or membership program after signing them up for a Zoom call or webinar.

• Record your Zoom events and repurpose the footage into shareable social media clips to further promote your brand.

• Limit automated registrations to avoid overcrowded Zoom events. Cap signups at a reasonable number.

• Make sure users confirm their automated Zoom invites to reduce no-shows. Send reminder emails.

• Evaluate analytics like registration rates and attendee engagement to refine your automated workflows.

Optimizing these automations takes experimentation, but the results are worth it.

Get Started with Zoom + WordPress Automations

I hope this guide provided you with a clear overview of how to integrate Zoom web conferencing in WordPress sites and leverage it to boost engagement.

The key takeaways are:

✔️ Zoom integration helps you automate meetings and webinar signups based on triggers.

✔️ This streamlines onboarding, training, lead gen, and other workflows.

✔️ Connect the apps with Uncanny Automator and create recipes.

✔️ Choose a trigger and Zoom action to build the automation.

✔️ Activate recipes to enroll users automatically.

Want to grow your business or audience engagement with video calls? Integrating automated Zoom workflows is an impactful place to start!

Let me know if you have any other questions. I‘m happy to help fellow WordPress users master these technologies.

[1] https://www.salesforce.com/blog/2020/04/video-conference-meeting-tips-best-practices.html
[2] https://www.clickmeeting.com/what-is-a-webinar
[*3] https://www.financesonline.com/video-conferencing-statistics/