How to Create ClickFunnels Contact from Calendly Invitee Using Pabbly Connect

Learn how to automate creating ClickFunnels contacts from Calendly invitees using Pabbly Connect in this detailed step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ClickFunnels contact from a Calendly invitee, you must first access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will automate the process of adding a new contact to ClickFunnels whenever a new invite is scheduled in Calendly. This integration is crucial for streamlining your event management.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Create ClickFunnels Contact from Calendly Invite.’ Select an appropriate folder to save your workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see two boxes: Trigger and Action.
• Set your Trigger application to Calendly and Action application to ClickFunnels.

These steps will establish the foundation of your automation. The trigger will activate whenever a new event is scheduled in Calendly, prompting the action of creating a new contact in ClickFunnels.

3. Setting Up Trigger with Calendly

To set up the trigger in Pabbly Connect, select Calendly as your trigger application. Choose the event type ‘Invitee Created’ to capture new invitees. Then, click on ‘Connect’ to link your Calendly account.

If you don’t have an existing connection, click on ‘Add New Connection’. After authorizing the connection, you will see options to select your organization and user. Ensure that the correct details are populated automatically, then click on ‘Save and Send Test Request’ to test the connection.

The workflow will now wait for a response from Calendly. Schedule a test event in Calendly to confirm that the connection works correctly. Once you receive a response, it indicates that the integration between Calendly and Pabbly Connect is successful.

4. Setting Up Action to Create ClickFunnels Contact

Next, you will set the action in Pabbly Connect to create a contact in ClickFunnels. Select ClickFunnels as your action application and choose the event type ‘Create Contact’. Click on ‘Connect’ to link your ClickFunnels account.

• Enter the API token and subdomain from your ClickFunnels account.
• Select the team and workspace where the contact should be created.
• Map the fields from the Calendly response to ClickFunnels fields.

This mapping ensures that the information from the new invitee is accurately transferred to ClickFunnels. After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact.

5. Confirming the Integration Works

Once you have set up the action, it’s time to confirm that the integration between Pabbly Connect, Calendly, and ClickFunnels works as intended. Head to your ClickFunnels account and check the contacts section to see if the new contact has been created successfully.

After scheduling a test event in Calendly, you should see the new contact with the details you entered. This confirms that your automation is working correctly, allowing you to focus on other aspects of your event planning business.

By following these steps, you have successfully created an automated workflow using Pabbly Connect to integrate Calendly with ClickFunnels, enhancing your productivity and efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of ClickFunnels contacts from Calendly invitees. By following the detailed steps, you can streamline your workflow and save valuable time.