How to Update Zoho Bigin Contact for Calendly Booking Using Pabbly Connect

Learn how to seamlessly update Zoho Bigin contacts with Calendly bookings using Pabbly Connect. Follow our step-by-step guide for easy integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start updating Zoho Bigin contacts using Calendly bookings, you need to access Pabbly Connect. Open a new tab in your browser and go to the Pabbly Connect website. If you don’t have an account, sign up for free, which takes only a few minutes and allows you to use 100 tasks every month.

Once you have an account, sign in to view your dashboard. Here, you will find options to create workflows that will enable the integration between Calendly and Zoho Bigin. Click on the ‘Access Now’ button under the Pabbly Connect section to enter the workflow creation area.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to automate the contact updates in Zoho Bigin when a new booking is made in Calendly. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Update Zoho Bigin Contact for Calendly Booking’. Choose the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select ‘Calendly’ as your trigger application.

For the trigger event, select ‘Invitee Created’. This means that whenever a new invitee books an appointment, the workflow will trigger. After selecting the trigger event, click on ‘Connect’ to link your Calendly account with Pabbly Connect.

3. Setting Up Actions with Zoho Bigin

After successfully connecting your Calendly account, the next step is to set up the action in Zoho Bigin. Select ‘Zoho Bigin’ as your action application and choose ‘Search Contact’ as the action event. This allows you to search for the contact associated with the booking. using Pabbly Connect

Connect your Zoho Bigin account by entering your domain from your Zoho account settings. Once connected, you will need to map the email address received from the Calendly booking to search for the corresponding contact in Zoho Bigin.

• Use the mapping feature to pull the email from the previous step.
• Click ‘Save and Send Test Request’ to check if the contact exists.

If the contact exists, you will see the details of that contact in the response. This confirms that you can now proceed to update the contact with new information from the booking.

4. Filtering Contacts for Updates

To ensure that you only update existing contacts, you need to set up a filter in Pabbly Connect. This filter will check if the contact exists based on the email retrieved from the previous action. Add a new action step and select ‘Filter’ as the action application.

In the filter settings, choose the email field from the Zoho Bigin response and set the filter type to ‘Exists’. This means that if the email exists in the response, the workflow will continue to the next step of updating the contact.

Click ‘Save and Send Test Request’ to test the filter. If successful, you will receive a confirmation that the filter condition is true.

With the filter set, you can now proceed to the final action of updating the contact in Zoho Bigin.

5. Updating the Zoho Bigin Contact

The last step is to update the contact in Zoho Bigin with the new booking details. Select Zoho Bigin again as your action application and choose ‘Update Contact’ as the action event. Use the existing connection to proceed.

In the update settings, you will map the contact ID from the previous search response and any other details you wish to update, such as the description of the event from Calendly.

Toggle on the mapping feature to input the contact ID. Map the last name and description fields from the Calendly response.

After filling in all required fields, click ‘Save and Test’. You should receive a success response, indicating that the contact has been updated successfully in Zoho Bigin. This confirms that the integration is working perfectly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly update Zoho Bigin contacts based on Calendly bookings. By following the steps outlined, you can automate contact updates efficiently without manual intervention. This integration helps streamline your workflow and saves valuable time.