Automatically Create Keap CRM Contacts with Pabbly Connect and Calendly

Learn how to automatically create Keap CRM contacts when a new invitee is created in Calendly using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Contacts

Pabbly Connect is an essential tool for automating the process of creating contacts in Keap CRM when a new invitee is created in Calendly. This integration ensures that every new booking is captured without manual effort.

By using Pabbly Connect, you can save time and manage your leads more effectively. Instead of manually entering contact details, this automation allows for seamless integration between Calendly and Keap CRM.

2. Setting Up Pabbly Connect to Connect Calendly

To begin, you need to access Pabbly Connect. Start by navigating to the Pabbly website and signing in to your account. Once logged in, go to the Pabbly Connect dashboard.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Add New Invitee from Calendly to Keap as a New Contact’.
• Select Calendly as your trigger app.

After setting the trigger, choose the event ‘Invitee Created’ to capture new bookings. This step is crucial as it establishes the connection between Calendly and Pabbly Connect.

3. Capturing Invitee Data from Calendly

Once the trigger is set, the next step is to capture the invitee’s data. You will need to perform a test booking in Calendly to generate data that Pabbly Connect can use.

To do this, open your Calendly booking page and schedule a meeting. Fill in the necessary details, such as the invitee’s name and email address. Once the booking is confirmed, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the invitee’s details.

• Ensure that the invitee’s information is displayed correctly in Pabbly Connect.
• This data will be used to create a new contact in Keap CRM.

With the invitee data captured, you are now ready to proceed to the next step, which involves sending this data to Keap CRM using Pabbly Connect.

4. Adding New Contacts to Keap CRM

Now that you have the invitee’s data, it’s time to add them as a new contact in Keap CRM. In Pabbly Connect, select Keap (Infusionsoft) as the action app.

In the action event, choose ‘Create or Update Contact’. You will need to connect your Keap account by logging in and allowing access. Once connected, map the fields from the invitee data to the corresponding fields in Keap CRM, such as email address and name.

Map the email address of the invitee to ensure they are added correctly. Set the opt-in status based on whether the invitee has already subscribed to your communications.

Finally, click on ‘Save and Send Test Request’ to add the contact to Keap CRM. This process is seamless thanks to Pabbly Connect, which automates the entire workflow.

5. Conclusion

In this tutorial, you learned how to automate the creation of Keap CRM contacts using Pabbly Connect whenever a new invitee is created in Calendly. This integration streamlines your workflow, saving you time and ensuring that you never miss capturing a lead.

By following the steps outlined, you can effectively manage your client interactions and enhance your sales process with minimal manual input. Start using Pabbly Connect today to automate your business processes.