Learn how to integrate Calendly invitees as subscribers in Pabbly Connect using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect
Pabbly Connect is a powerful automation platform that facilitates seamless integration between various applications. In this tutorial, we will explore how to use Pabbly Connect to automatically add Calendly invitees as subscribers in Pabbly Email Marketing. This integration allows you to effortlessly manage contact information for your invitees and keep them updated with your latest offerings.
Calendly is an appointment scheduling tool that helps users book meetings efficiently. By integrating Calendly with Pabbly Email Marketing through Pabbly Connect, you can ensure that every new invitee is added to your email subscriber list, making future communications easier. Let’s dive into the setup process.
2. Setting Up Pabbly Connect for Integration
To get started with the integration, first navigate to the Pabbly Connect website. If you don’t have an account, you can create one quickly. Simply go to Pabbly Connect and click on ‘Sign Up for Free’. After signing up, log into your account.
Once logged in, follow these steps to create a workflow:
- Click on the ‘+’ icon to create a new workflow.
- Name your workflow, for example, ‘Add Calendly Invitees to Pabbly Email Marketing’.
- Click on ‘Create’.
Now, you will see a trigger window and an action window. The trigger will be set to capture new invitees from Calendly.
3. Connecting Calendly to Pabbly Connect
In the trigger window, select Calendly as the application and choose the trigger event as ‘Invitee Created’. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your Calendly API key.
To find your API key, log into your Calendly account and navigate to the ‘Integrations’ section. Here, you can locate the API key. Copy this key and paste it into Pabbly Connect, then click ‘Save’. This establishes the connection between Calendly and Pabbly Connect.
4. Adding Subscribers to Pabbly Email Marketing
After successfully connecting Calendly, you need to set up the action for Pabbly Email Marketing. In the action window, select Pabbly Email Marketing and choose ‘Add Subscribers’ as the action event. Click ‘Connect’ and add a new connection using your Pabbly Email Marketing bearer token.
To find your bearer token, log into your Pabbly Email Marketing account, go to ‘Integrations’, and then ‘Developer API’ to retrieve it. Paste this token back into Pabbly Connect and click ‘Save’. Once connected, select the list where you want to add the invitees, such as ‘Calendly Invitees’.
5. Testing the Integration
Now that your workflow is set up, it’s time to test the integration. Go back to your Calendly account and create a new invitee by scheduling an appointment. Make sure to fill in the necessary details such as name and email address.
Once the appointment is scheduled, return to Pabbly Connect and check for the response from Calendly. If the integration is successful, you should see the new invitee’s details captured in Pabbly Connect. Refresh your Pabbly Email Marketing account, and you should find the invitee added to your subscriber list successfully.
Conclusion
Integrating Calendly invitees with Pabbly Email Marketing using Pabbly Connect is a straightforward process that enhances your email marketing capabilities. By following the steps outlined in this tutorial, you can automate the addition of new subscribers, ensuring efficient communication with your invitees. Start leveraging this integration to streamline your marketing efforts today!
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