Every Calendly Booking Gets Email!

Learn how to automate your Calendly booking emails using Pabbly Connect. This step-by-step guide shows you how to set up the integration efficiently. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate your email notifications for every Calendly booking, start by accessing Pabbly Connect. Visit the Pabbly Connect website and either sign in or create a free account. This platform allows you to create workflows that automate repetitive tasks, such as sending emails.

Once you are logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin. This will set the stage for integrating Calendly with your email service, ensuring that every booking gets an email notification.

2. Creating Your Workflow in Pabbly Connect

In this section, we will create a workflow that triggers an email whenever a new meeting is scheduled in Calendly. Start by selecting the ‘Create Workflow’ option in Pabbly Connect. You will then need to name your workflow, for instance, ‘Every Calendly Booking Gets Email’.

• Select the new beta version for a modern workflow experience.
• Choose a folder to save your workflow for better organization.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the ‘Add Trigger’ button. This is where you will set the event that triggers the email notification. For this integration, the trigger will be a new invitee created in Calendly.

3. Setting the Trigger with Calendly

To set the trigger in Pabbly Connect, click on the ‘+’ icon and search for ‘Calendly’. Select it as your trigger application. You will then choose the event ‘New Invitee Created’ to initiate the workflow whenever someone schedules a meeting.

Next, you will need to connect your Calendly account. Click on the ‘Connect’ button and follow the prompts to add a new connection. Once connected, you can select your organization and user from the dropdown menus. After that, click on ‘Save and Send Test Request’ to ensure everything is set up correctly.

To test the trigger, schedule a dummy meeting in Calendly. This will send a test response back to Pabbly Connect, confirming that the integration is functioning properly. Once the test response is received, you can proceed to set up the action for sending emails.

4. Setting Up Email Action with Postmark

Now that the trigger is set, it’s time to configure the action that sends an email using Postmark. In Pabbly Connect, click on the ‘+’ button again and search for ‘Postmark’. Select it as your action application.

• Choose the event ‘Send Email’ for this action.
• Connect your Postmark account using the API token obtained from your Postmark account.
• Fill in the required email fields such as From Email, To Email, Subject, and Body of the email.

Make sure to map the customer’s email from the Calendly trigger. This ensures that the email sent will be dynamic and based on the invitee’s details. Once all fields are filled out, click on ‘Save and Send Test Request’ to finalize your email setup.

5. Testing the Complete Integration

The final step is to test the complete integration to ensure that every Calendly booking gets an email notification. After setting up your email action in Pabbly Connect, schedule another meeting through Calendly to trigger the workflow.

Check your email inbox to confirm that the email has been received successfully. The email should contain all the details about the meeting, including the time, date, and any other relevant information. This confirms that your automation is working as intended.

With this setup, you have successfully automated the process of sending emails for every Calendly booking using Pabbly Connect. This not only saves you time but also enhances communication with your clients.

Conclusion

In conclusion, using Pabbly Connect to automate email notifications for Calendly bookings streamlines your workflow significantly. By following the steps outlined, you can ensure that every booking is acknowledged promptly, improving client interaction and satisfaction.