How to Add Tagged Subscribers to ConvertKit from New Calendly Events Using Pabbly Connect

Learn how to integrate Calendly with ConvertKit using Pabbly Connect to automatically add tagged subscribers from new events. Follow our step-by-step tutorial! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect into your browser. This will take you to the Pabbly Connect landing page.

Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up’ to create an account, which takes less than two minutes and provides you with 100 free tasks. If you already have an account, simply sign in to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will reach the all applications page. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will prompt you to name your workflow.

• Name the workflow based on your objective, such as ‘Add Tagged Subscribers to ConvertKit from New Calendly Events’.
• Click on ‘Create’ to proceed to the next step.

This will open a new window where you can set up two important events: a trigger and an action. The trigger application will be Calendly, as you want the workflow to activate whenever a new invitee is created.

3. Setting the Trigger Event with Calendly

In the trigger section, select Calendly as your trigger application. The specific trigger event will be ‘Invitee Created,’ which will activate the workflow when a new invitee schedules an event.

Click on ‘Connect’ to link Pabbly Connect with your Calendly account. Choose ‘Add New Connection’ and follow the prompts to authorize the connection. Once authorized, you can save and send a test request to ensure the connection is successful.

4. Setting the Action Event with ConvertKit

After successfully setting up the trigger, the next step is to configure the action application. Search for ConvertKit in the action application section. The action event will be ‘Tag Subscriber’.

• Again, click on ‘Connect’ to link Pabbly Connect with your ConvertKit account.
• You will need to provide your ConvertKit API Key and API Secret, which can be found in your ConvertKit account settings under the Advanced section.

Once you have entered the API credentials, save the connection. You will then need to specify the tag ID for the subscriber you want to tag, which you can create in ConvertKit if necessary.

5. Mapping Data and Testing the Integration

The final step involves mapping the data collected from Calendly to ConvertKit. This is crucial for ensuring that the correct information is passed through the workflow. You will map fields such as email address, first name, and last name from the API response received from Calendly. using Pabbly Connect

After mapping the necessary fields, click on ‘Save and Send Test Request’. This will test the integration to confirm that the tagged subscriber is created in ConvertKit successfully. You can verify this by refreshing the subscriber list in ConvertKit.

Each time a new event is scheduled in Calendly, the workflow will trigger, adding the invitee as a tagged subscriber in ConvertKit automatically.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Calendly with ConvertKit, allowing you to automatically add tagged subscribers from new events. By following these steps, you can streamline your subscriber management process effectively.