Integrate Calendly with ActiveCampaign Using Pabbly Connect

Learn how to seamlessly integrate Calendly with ActiveCampaign using Pabbly Connect in this step-by-step tutorial. Automate your appointment scheduling today! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with ActiveCampaign, the first step is to access Pabbly Connect. This powerful automation tool allows users to streamline workflows without needing coding skills. Start by creating a free account on Pabbly Connect, which provides 100 free automation tasks each month.

Once your account is set up, log in to reach the Pabbly Connect dashboard. From here, you can begin creating your workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add Calendly Invitees as Contacts in ActiveCampaign’. This makes it easy to identify in the future.

2. Setting Up the Trigger in Pabbly Connect

The next step in using Pabbly Connect is to establish the trigger for your workflow. In this case, the trigger will be a new appointment booked via Calendly. Select Calendly as your trigger application and choose the ‘Invite Created’ event as the trigger.

• Choose Calendly as the trigger app.
• Select ‘Invite Created’ as the trigger event.
• Connect your Calendly account by entering the API key found in your Calendly integrations settings.

After connecting, save and send a test request to ensure that Pabbly Connect can capture data from Calendly. This will allow you to confirm that the integration is working correctly before proceeding to the next step.

3. Mapping Data to ActiveCampaign

Now that you have set up the trigger, the next step is to map the data from Calendly to ActiveCampaign using Pabbly Connect. For this, you will need to select ActiveCampaign as your action app and choose the ‘Create or Update Contact’ action event.

• Select ActiveCampaign as the action app.
• Choose ‘Create or Update Contact’ as the action event.
• Connect your ActiveCampaign account by entering the API key and URL from your account settings.

Once connected, map the invitee’s details from the Calendly trigger to the corresponding fields in ActiveCampaign. This includes the email, first name, and last name of the invitee. After mapping the data, save and send a test request to add a new contact in ActiveCampaign.

4. Testing the Integration and Confirmation

After setting up the mapping, it’s essential to test the integration to ensure everything works smoothly. Use Pabbly Connect to send a test request to ActiveCampaign. This will create a new contact based on the invitee’s details captured from Calendly.

Check your ActiveCampaign contacts list to confirm that the new contact has been added successfully. If the test is successful, you will see the invitee’s information reflected in ActiveCampaign. This ensures that your automation is functioning as expected and that future appointments will automatically add contacts to your CRM.

5. Conclusion: Automate Your Workflows with Pabbly Connect

Integrating Calendly with ActiveCampaign using Pabbly Connect is a straightforward process that can save you time and enhance your productivity. By automating the addition of invitees as contacts, you eliminate manual entry and ensure accurate data management.

This automation not only streamlines your workflow but also allows you to focus on what matters most—engaging with your clients and growing your business. Start using Pabbly Connect today to simplify your appointment scheduling and contact management!