Author: Nitin Maheshwari

Learn how to easily integrate Calendly with Encharge using Pabbly Connect. Follow this detailed tutorial for seamless automation of your contact management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To begin the integration process, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can easily create one using the link provided in the description. This platform offers 100 free automation tasks each month, making it a valuable tool for managing your workflows efficiently.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Add Calendly Invitees as Contacts in Encharge’. After naming your workflow, click on the ‘Create’ button to proceed.

---

2. Setting Up the Trigger for Calendly

The next step involves setting up the trigger for your integration. In Pabbly Connect, you need to select Calendly as your trigger application. Choose the trigger event as ‘Invitee Created’. This event will initiate the workflow whenever someone books an appointment through your Calendly scheduling page.

• Select ‘Calendly’ from the app list.
• Choose ‘Invitee Created’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’.

To connect Calendly, you will need an API key. Go to your Calendly dashboard, navigate to the integrations section, and find the API key under the ‘API & Webhooks’ panel. Copy this key and paste it back into Pabbly Connect. After saving the connection, you can test it to ensure everything is set up correctly.

---

3. Performing a Test Submission in Calendly

After setting up the trigger, it’s time to perform a test submission to capture data from Calendly. This step is crucial as it allows Pabbly Connect to receive the details of the invitee who booked an appointment. Visit your Calendly scheduling page and create a test appointment.

• Select a date and time for the appointment.
• Fill in the invitee’s details such as name, email, and phone number.
• Click ‘Schedule Event’ to finalize the booking.

Once the appointment is scheduled, return to Pabbly Connect. You should see a response indicating that it is waiting for the test data. This confirms that the integration is functioning as intended and is ready to move to the next step.

---

4. Adding Encharge as the Action in Pabbly Connect

With the Calendly trigger set up and tested, the next step is to add Encharge as the action application in Pabbly Connect. Select Encharge from the list of applications and choose the action event ‘Add or Update Person’. This action will create a new contact in Encharge whenever a new invitee is added in Calendly.

Click ‘Connect’ and select ‘Add New Connection’ to link Encharge with Pabbly Connect. Authorize the connection by clicking ‘Allow’. Once connected, you will need to map the invitee details from the Calendly response to the corresponding fields in Encharge.

---

5. Mapping Fields and Testing the Integration

After establishing the connection with Encharge, it’s time to map the fields. In Pabbly Connect, you will see fields that need to be filled for creating a contact in Encharge. Map the invitee’s email, first name, last name, and phone number from the data received from Calendly.

Map the invitee email to the email field in Encharge. Map the first name and last name accordingly. Add the phone number as well if available.

Once all fields are mapped, click on ‘Save and Send Test Request’. This will add the invitee as a contact in Encharge. Check your Encharge dashboard to verify that the new contact has been created successfully. This confirms that your integration is working perfectly, automating the process of adding Calendly invitees to your contact list.

---

Conclusion

In this tutorial, we explored how to integrate Calendly with Encharge using Pabbly Connect. By following the detailed steps, you can automate the process of adding invitees as contacts in Encharge, saving time and enhancing efficiency. With Pabbly Connect, managing your contacts has never been easier!

Learn how to collect anonymous student feedback via forms using Pabbly Connect to integrate Jotform and Grist effectively. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Integrating Feedback Forms

To collect student feedback anonymously, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. First, navigate to the Pabbly Connect website by entering Pabbly.com/connect in your browser’s address bar.

Once there, you have options to sign in or sign up. Signing up is free and provides 100 tasks monthly for testing workflows. After logging in, click on ‘Create Workflow’ to begin setting up your integration.

---

2. Create a New Workflow in Pabbly Connect

In this step, you’ll create a new workflow for collecting student feedback. Name your workflow, for instance, ‘Jotform to Grist Integration,’ to reflect the integration purpose. After naming, click on the ‘Create’ button to proceed. using Pabbly Connect

In the workflow setup, you will see two sections: Trigger and Action. For the Trigger, select Jotform and choose the event ‘New Response’. This setup indicates that the action will occur when a new form response is submitted. Pabbly Connect generates a webhook URL that you will use to connect Jotform.

---

3. Connect Jotform with Pabbly Connect

Now, you need to connect your Jotform account to Pabbly Connect. Copy the webhook URL provided in your Pabbly Connect workflow. Go to your Jotform account, navigate to the ‘Integrations’ section, and search for ‘Webhooks’. Click on it and select ‘Add to Form’.

• Choose the student feedback form you previously created.
• Remove any existing integrations, then paste the copied webhook URL.
• Complete the integration process by clicking on ‘Complete Integration’.

This step ensures that every time a student submits feedback via Jotform, it will be sent to Pabbly Connect for processing.

---

4. Map Data to Grist in Pabbly Connect

With Jotform connected, the next step is to set up the action in Pabbly Connect to send data to Grist. For this, select Grist as the action application and choose ‘Create Record’. You will need to log into your Grist account and generate an API key from the profile settings. using Pabbly Connect

Paste the API key into Pabbly Connect to establish the connection. Next, select the appropriate team and document (e.g., ‘Las Vegas University’), and choose the table where you want to store the feedback. Use the mapping feature in Pabbly Connect to transfer data from Jotform responses to the corresponding fields in Grist.

---

5. Test and Finalize Your Integration

After mapping the fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test record to Grist based on the Jotform submission. You should see the feedback appear in your Grist database, confirming that the integration works.

To ensure everything is functioning correctly, submit another feedback form through Jotform. Check Grist to verify that the new record is created accurately. This process demonstrates how Pabbly Connect effectively automates the collection of student feedback anonymously.

---

Conclusion

Using Pabbly Connect, you can easily collect student feedback anonymously through Jotform and store it in Grist for analysis. This integration streamlines the feedback process, allowing institutions to improve their services based on student input.

Learn how to collect anonymous employee feedback using Pabbly Connect to integrate JotForm and Grist seamlessly. Step-by-step guide included. 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 Employee Feedback Integration

To collect anonymous employee feedback, start by accessing Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account, which provides you with 100 free tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the process of integrating JotForm with Grist for collecting employee feedback. This integration will enable you to automate the feedback collection process seamlessly.

---

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Name your workflow something descriptive, such as ‘JotForm to Grist Connection.’ This name will help you identify the workflow later.

Within the workflow, you will see two sections: Trigger and Action. The Trigger section is where the event begins, which in this case is a new response from JotForm. Select JotForm as the trigger application and choose the option for ‘New Response.’

• Click on the JotForm integration.
• Select ‘New Response’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, you can proceed to JotForm to set up the integration.

---

3. Integrating JotForm with Pabbly Connect

In JotForm, navigate to the form you want to use for collecting employee feedback. Click on the ‘Integrations’ tab and search for ‘Webhooks.’ This is where you will add the webhook URL you copied from Pabbly Connect.

Once you find the Webhooks integration, click on ‘Add to Form.’ Select the employee feedback form and paste the webhook URL into the designated field. Ensure that you remove any existing integrations that might conflict with this setup.

• Add the Webhooks integration to your employee feedback form.
• Paste the copied webhook URL from Pabbly Connect.
• Complete the integration setup.

After completing these steps, your JotForm will be connected to Pabbly Connect, allowing it to send responses directly to your Pabbly account.

---

4. Connecting Grist to Pabbly Connect

Now, the next step is to connect your Grist account to Pabbly Connect. In the Action section of your workflow, select Grist as the action application. You will need to create a new connection by providing your Grist API key.

To find your API key, log into your Grist account, navigate to your profile settings, and generate or access your API key. Copy this key and paste it into the connection setup in Pabbly Connect. Once connected, select the appropriate workspace and document to store the feedback data.

Log into Grist and access profile settings. Generate or copy your API key. Paste the API key into Pabbly Connect to establish the connection.

This integration allows Pabbly Connect to send the feedback responses from JotForm directly into your Grist database, where you can analyze and manage the feedback efficiently.

---

5. Mapping Data from JotForm to Grist

With both JotForm and Grist connected through Pabbly Connect, the next step is to map the data fields from the JotForm responses to the appropriate columns in your Grist document. This mapping ensures that each piece of feedback is accurately recorded.

In the mapping section, select the fields from the JotForm response and match them to the corresponding fields in Grist. For instance, map the department, leadership ratings, and feedback ID to their respective columns in your Grist database.

Select feedback fields from JotForm for mapping. Match JotForm fields to Grist columns accurately. Save the mapping to finalize the integration.

After mapping, test the integration by submitting a response through the JotForm. You should see the feedback reflected in your Grist account, confirming that Pabbly Connect is successfully automating the feedback collection process.

---

Conclusion

In this tutorial, we explored how to collect anonymous employee feedback using Pabbly Connect to integrate JotForm and Grist. By following these steps, you can streamline the feedback process, ensuring that valuable insights are captured efficiently. Embrace automation with Pabbly Connect to enhance your HR management tasks.

Learn how to automate the collection of patient feedback after appointments using Pabbly Connect to integrate Jotform and Stackby seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Patient Feedback Automation

To collect patient feedback after appointments, start by accessing Pabbly Connect. This platform serves as the central hub for integrating various applications like Jotform and Stackby seamlessly. Open your browser and type in the URL: Pabbly.com/cc/connect to access the Pabbly Connect dashboard.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you already have an account, simply sign in. If not, you can create a free account, which includes 100 free tasks every month to practice your workflows. After signing in, click on the ‘Create Workflow’ button to start setting up your automation.

---

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to connect Jotform to Stackby. Name your workflow something like ‘Jotform to Stackby Integration’. This name will help you identify the workflow later. Click on the ‘Create’ button to proceed.

• Select ‘Jotform’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL to connect Jotform with Pabbly Connect.

After setting the trigger, navigate to your Jotform account, select the Patient Feedback Form, and go to Integrations. Here, search for Webhooks, click on it, and add the webhook URL you copied from Pabbly Connect. Complete the integration process by clicking on ‘Complete Integration’ and then ‘Publish’. This action connects your Jotform account to Pabbly Connect, allowing data to flow seamlessly.

---

3. Mapping Patient Feedback Data to Stackby

Next, we will map the patient feedback data collected from Jotform to Stackby using Pabbly Connect. After setting up the Jotform trigger, the next step is to choose Stackby as the action application. Select the ‘Create Row’ action to add the feedback data to your Stackby database.

• Enter your Stackby API key to establish a connection.
• Select the appropriate workspace and table in Stackby.
• Map the fields from Jotform responses to the corresponding columns in Stackby.

After mapping the fields, click on ‘Save and Send Test Request’. This step will send a test response to Stackby, creating a new row with the feedback data. If successful, you will see the new row ID in Stackby, confirming that the automation is working as intended.

---

4. Testing the Automation for Patient Feedback

Now that the workflow is set up, it’s time to test the automation using Pabbly Connect. Fill out the Patient Feedback Form in Jotform with sample data, such as your name, email, and feedback ratings. Once you submit the form, this data should automatically populate in your Stackby table.

Verify that all fields are correctly filled in Stackby. Check for any discrepancies in the feedback data. Ensure that the automation triggers correctly for multiple submissions.

For example, if you submit feedback for a patient named Arpit Sharma, check that the corresponding row in Stackby reflects all the details accurately. This confirms that your integration is functioning properly and is ready for real patient feedback submissions.

---

5. Conclusion: Streamlining Patient Feedback Collection

In conclusion, using Pabbly Connect to automate the collection of patient feedback after appointments can significantly enhance your workflow. By integrating Jotform and Stackby, you can ensure that all feedback is collected and stored efficiently, enabling you to improve your services based on patient insights.

This process not only saves time but also reduces the risk of manual errors. By following the steps outlined in this tutorial, you can set up a reliable feedback collection system that benefits both your clinic and your patients.

---

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!

---

Learn how to seamlessly add Calendly invitees to Mailercloud as contacts using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. 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 start integrating Calendly with Mailercloud, you need to access Pabbly Connect. Begin by visiting the Pabbly website and navigating to the Pabbly Connect section. If you don’t have an account, you can sign up for free, which includes 100 free tasks each month.

Once signed in, you will see your dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Calendly to Mailercloud’. This will set the foundation for your integration.

---

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger event using Pabbly Connect. Select Calendly as your application and choose the trigger event ‘Invitee Created’. This event will trigger whenever a new invitee is added in your Calendly account.

• Click on the ‘Connect’ button to set up the connection.
• You will need to enter your Calendly API key, which can be found in your Calendly account under ‘Integrations’.
• Copy the API key and paste it into Pabbly Connect, then click ‘Save’.

After saving, click on ‘Save and Send Test Request’ to test the connection. This step ensures that Pabbly Connect is properly receiving data from Calendly.

---

3. Scheduling an Event in Calendly

Now that you have set up the trigger in Pabbly Connect, the next step is to schedule an event in Calendly. Go to your Calendly booking page and select a date and time for your appointment.

Fill in the required details such as first name, last name, and email address. For instance, you might enter:

• First Name: Arpit
• Last Name: Sharma
• Email: [email protected]

After scheduling the event, Pabbly Connect will wait for the response from Calendly to capture the invitee’s details.

---

4. Adding Contact in Mailercloud via Pabbly Connect

Following the successful scheduling of the event, the next step involves adding the contact to Mailercloud using Pabbly Connect. Select Mailercloud as your action application and choose ‘Add Contact to List’ as the action event.

For this, you will need to connect your Mailercloud account by entering its API key, which is available in the Mailercloud integrations section. After pasting the API key into Pabbly Connect, you will also need to select the appropriate list in Mailercloud where the new contact will be added.

Ensure you map the fields correctly, such as email, first name, and last name. Click ‘Save and Send Test Request’ to finalize the action.

Upon completion, you should see the new contact appear in your Mailercloud account under the specified list.

---

5. Finalizing the Integration Process

The final step is to verify that the integration between Calendly and Mailercloud via Pabbly Connect is functioning correctly. After scheduling a new event and adding the contact, refresh your Mailercloud contacts list to check for the new entry.

If everything is set up correctly, you should see the new invitee added to your Mailercloud list. This automation allows for seamless data transfer and can greatly enhance your email marketing efforts.

In case the contact doesn’t appear, double-check your mappings and API keys in Pabbly Connect to ensure everything is configured correctly. This integration is a powerful tool for managing your contacts efficiently.

---

Conclusion

Integrating Calendly with Mailercloud using Pabbly Connect allows you to automate the process of adding invitees as contacts. This step-by-step guide ensures that you can set up this integration effectively, enhancing your email marketing capabilities.

Learn how to seamlessly integrate Calendly invitees into Zoho Campaigns as subscribers using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start integrating Calendly invitees with Zoho Campaigns, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website.

As a first-time user, click on the ‘Sign Up for Free’ option to create your account. You can enjoy 100 tasks for free every month, making it easy to get started with your automation needs.

---

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you will create a new workflow for adding Calendly invitees to Zoho Campaigns.

• Click on the plus sign to create a new workflow.
• Name the workflow ‘Add Calendly Invitees to Zoho Campaigns as Subscribers’.
• Click on the ‘Create’ button to initiate the workflow.

This workflow will use a trigger-action concept where the trigger is an event in Calendly, and the action is to add a subscriber in Zoho Campaigns.

---

3. Setting Up the Trigger with Calendly

Now that your workflow is created, the next step is to set up the trigger in Pabbly Connect. Click on the trigger window and select Calendly as your application.

Choose the trigger event as ‘Invitee Created’. You will then be prompted to connect your Calendly account by providing the required API key. To find your API key, log into your Calendly account and navigate to the Integrations section.

• Click on ‘API and Webhooks’ and copy the API key.
• Paste the API key into Pabbly Connect and click on ‘Save’.

After saving, send a test request to ensure that the trigger is working correctly. Create a test invitee in Calendly to see if the information is captured in Pabbly Connect.

---

4. Connecting Zoho Campaigns as the Action

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect. Click on the action window and select Zoho Campaigns as the application.

Select the action event as ‘Add or Update Subscriber’. You will need to connect your Zoho Campaigns account by entering your domain and authorizing the connection.

Enter your Zoho Campaigns domain and click on ‘Save’. Authorize Pabbly Connect to access your Zoho account.

Once connected, you will be prompted to select the list where you want to add the invitees. Choose the appropriate list and map the fields from Calendly to Zoho Campaigns, such as first name, last name, and email address.

---

5. Testing and Activating the Integration

After mapping the fields, it’s time to test the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify that the invitee information is correctly sent to Zoho Campaigns.

Once the test is successful, you can activate the workflow. This integration will now automatically add new Calendly invitees as subscribers to your selected Zoho Campaigns list.

To ensure everything is functioning as expected, check your Zoho Campaigns list for the newly added subscribers from your test invitees. You should see the invitee details reflecting accurately in your list.

---

Conclusion

By following this tutorial, you can easily integrate Calendly invitees into Zoho Campaigns using Pabbly Connect. This automation streamlines your workflow, ensuring that every new appointment is captured as a subscriber in your email marketing platform.

Learn how to integrate Calendly invitees into Apollo CRM automatically using Pabbly Connect. Follow this detailed tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for Integration

Pabbly Connect serves as the central platform for integrating Calendly with Apollo CRM. This integration allows you to automatically add invitees from your Calendly account as contacts in Apollo CRM. By using Pabbly Connect, you can streamline your workflow without needing any coding skills.

To begin, navigate to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. Once there, go to the products section and select Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard.

---

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow something descriptive, like ‘Add Calendly Invitees to Apollo CRM as Contacts’. This helps in identifying your workflow later.

In the workflow setup, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, when a new invitee is created in Calendly, Pabbly Connect will automatically add them as a contact in Apollo CRM.

---

3. Setting Up the Calendly Integration

To set up the integration, open the trigger window in Pabbly Connect and select Calendly as the application. Choose ‘Invitee Created’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Calendly API key.

To find your API key, log in to your Calendly account, navigate to the integrations section, and look for the API and Webhooks option. Copy the API key and paste it into Pabbly Connect. After saving, click on ‘Save and Send Test Request’ to ensure the connection is successful.

• Log in to Calendly and navigate to integrations.
• Copy the API key from the API and Webhooks section.
• Paste the API key into Pabbly Connect and save.

Once the connection is established, create a test invitee in Calendly to capture the response in Pabbly Connect. This will allow you to see the details of the invitee that will be added to Apollo CRM.

---

4. Adding Contacts to Apollo CRM

Now that you have set up the Calendly trigger, it’s time to configure the action in Pabbly Connect. Open the action window and select Apollo CRM as the application. Choose ‘Create Contact’ as the action event and click on ‘Connect’. You will need to enter your Apollo API key to establish this connection.

Similar to Calendly, you can find your Apollo API key in the settings under integrations. Copy the API key and paste it into Pabbly Connect. After saving, you will need to map the fields from Calendly to Apollo CRM, such as first name, last name, and email address. Ensure that the data is accurately reflected in Apollo CRM.

• Select Apollo CRM and the ‘Create Contact’ action.
• Enter the Apollo API key to connect.
• Map the invitee details from Calendly to Apollo CRM fields.

After mapping the fields, click on ‘Save and Send Test Request’. This will create a new contact in Apollo CRM with the details from the invitee you created in Calendly.

---

5. Testing the Integration

To verify that the integration works correctly, create another invitee in Calendly. Schedule a new appointment and fill in the required details. Once the appointment is confirmed, check your Apollo CRM account to see if the new contact has been added successfully.

If everything is set up correctly, you should see the new contact appear in Apollo CRM with all the relevant information. This confirms that Pabbly Connect is successfully automating the process of adding Calendly invitees as contacts in Apollo CRM.

In conclusion, using Pabbly Connect to integrate Calendly with Apollo CRM not only saves time but also helps in maintaining an organized customer database. You can repeat this process for any new invitees in the future, ensuring your CRM is always up to date.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate Calendly invitees into Apollo CRM as contacts. This automation not only enhances efficiency but also ensures that you never miss an opportunity to connect with potential clients.

Learn how to integrate Calendly with Flowlu as contacts using Pabbly Connect. This detailed guide walks you through the entire process step-by-step. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Flowlu, start by accessing Pabbly Connect. Open your browser and type Pabbly.com to reach the Pabbly website. Navigate to the products section and select Pabbly Connect to begin the integration process.

If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply sign in. Once logged in, find the option to create a new workflow by clicking on the ‘+’ icon. Name your workflow appropriately, for example, ‘Add Calendly Invitees to Flowlu as Contact’.

---

2. Setting Up the Trigger in Pabbly Connect

Now that you have created a workflow in Pabbly Connect, the next step is to set up the trigger. Click on the trigger window and search for the Calendly application. Select ‘Invitee Created’ as your trigger event, and proceed by clicking on ‘Connect’.

• Choose ‘Add New Connection’ and enter your Calendly API key.
• Log into your Calendly account to find the API key in the integrations section.
• Copy the API key and paste it into Pabbly Connect, then click ‘Save’.

Once connected, send a test request to ensure that Pabbly Connect is capturing the invitee data correctly. You may need to create a new invitee in Calendly to see the data response.

---

3. Creating a Contact in Flowlu via Pabbly Connect

After successfully setting up the trigger, the next step is to create a contact in Flowlu. In the action window of Pabbly Connect, search for Flowlu and select ‘Create CRM Account Contact’ as the action event. Click ‘Connect’ to establish a connection with your Flowlu account.

To connect, you will need your Flowlu API key and account URL. Navigate to your Flowlu account, go to the System Settings, and find the API settings to generate a new API key. Copy the key and account URL, then return to Pabbly Connect to input these details.

• Map the invitee details such as first name, last name, and email address from Calendly.
• Select the category for the contact, such as customer or partner.
• Click ‘Save and Send Test Request’ to create the contact in Flowlu.

Once the request is sent, you should see a response indicating that the new contact has been successfully created in your Flowlu account.

---

4. Testing the Integration Between Calendly and Flowlu

To ensure that the integration is functioning correctly, create another invitee in your Calendly account. Use the booking page to set a new appointment, entering details like the invitee’s name and email address. Confirm the event to trigger the integration.

After scheduling the event, return to Pabbly Connect and refresh your Flowlu contacts. You should see the new invitee listed as a contact. This confirms that Pabbly Connect is effectively facilitating the integration between Calendly and Flowlu.

If the contact does not appear immediately, remember that the data fetching might take a few moments due to polling. Wait for a short period, and refresh again to see the updated contacts.

---

5. Conclusion: Automate Your Workflow with Pabbly Connect

Integrating Calendly with Flowlu using Pabbly Connect streamlines your workflow by automatically adding invitees as contacts. This process eliminates manual data entry and ensures that your CRM is always up-to-date with new appointments.

By following the steps outlined in this tutorial, you can harness the power of Pabbly Connect to connect various applications and automate your business processes efficiently. Start automating your workflows today!

---

Learn how to create an automated expense tracking system using Pabbly Connect to integrate Telegram and Google Sheets seamlessly. Follow our step-by-step guide! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Expense Tracking

To create an automated expense tracking system, the first step is to set up Pabbly Connect. Begin by logging into your Pabbly Connect account. If you don’t have an account yet, you can easily create one by following the link provided in the description to access your free account.

Once logged in, navigate to the dashboard where you can initiate the workflow creation. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Automated Expense Tracking System using Google Sheets and Telegram.’ This will set the foundation for your integration.

---

2. Setting Up Telegram as the Trigger in Pabbly Connect

Next, you will need to configure Telegram as the trigger application in Pabbly Connect. In the ‘Choose App’ field, select Telegram and then choose the trigger event as ‘Set Webhooks or Watch Updates’. This triggers the workflow whenever there’s a new message in your Telegram group.

• Select ‘Telegram Bot’ from the application list.
• Connect your Telegram account by adding a new connection and entering the token key.
• Create a new bot in Telegram using BotFather and add it to your group.

After setting up the bot, ensure to add the bot as an admin in your Telegram group to allow it to read messages. This step is crucial for the workflow to function correctly. Once completed, click on ‘Save and Send Test Request’ to check if the connection is established successfully.

---

3. Formatting Messages for Pabbly Connect

After receiving a message in your Telegram group, the next step is to format the message for processing in Pabbly Connect. Utilize the Text Formatter feature to split the incoming message into usable parts. Select ‘Text Formatter’ as your next action step and choose ‘Split Text’ as the action event.

• Map the text you received from the Telegram message to the formatter.
• Set the separator as a colon (:) to distinguish between the amount and purpose of the expenditure.
• Select ‘All’ in the segment index to capture all parts of the message.

This step will allow you to extract the necessary details like the amount spent and the purpose of the expenditure, which will then be sent to Google Sheets.

---

4. Integrating Google Sheets with Pabbly Connect

To record the expenses in Google Sheets, you will now integrate Google Sheets with Pabbly Connect. Choose Google Sheets as the action application and select ‘Add New Row’ as the action event. Connect your Google Sheets account by selecting the appropriate account and granting necessary permissions.

After connecting, select the specific spreadsheet and sheet where you want to save the data. Map the fields in Google Sheets with the formatted data from the previous step. For instance, map the sender’s name, purpose, and amount to their respective columns in the Google Sheets.

---

5. Sending Notifications via Telegram

Finally, to keep your team updated, you can set up another action in Pabbly Connect to send a notification back to Telegram. Select Telegram again and choose ‘Send a Text Message’ as the action event. Use the existing connection you established earlier.

In the message field, you can customize the notification, such as ‘Expenditure done by [Name] is saved in Google Sheets.’ This will ensure that your team is informed of the expense recorded in real-time.

After testing this final step, you should see a message in your Telegram group confirming the successful recording of the expenditure. This completes the integration process, allowing you to efficiently track expenses through Telegram and Google Sheets using Pabbly Connect.

---

Conclusion

In this tutorial, we demonstrated how to create an automated expense tracking system using Pabbly Connect to integrate Telegram and Google Sheets. By following these steps, you can streamline your expense management process effectively.