Automate Calendly to Google Sheets and GoHighLevel CRM with Pabbly Connect

Learn how to automate adding Calendly invitees to Google Sheets and creating opportunities in GoHighLevel CRM using Pabbly Connect. 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. Setting Up Pabbly Connect for Integration

To start automating the process of adding Calendly invitees to Google Sheets and creating opportunities in GoHighLevel CRM, you first need to access Pabbly Connect. Simply go to the Pabbly Connect website and sign in or create a new account.

After signing in, you can create a new workflow. Click on the ‘Create Workflow’ button to begin the integration process. This is where you will set up the connection between Calendly, Google Sheets, and GoHighLevel CRM through Pabbly Connect.

2. Connecting Calendly to Pabbly Connect

In this step, you will connect your Calendly account to Pabbly Connect. Select ‘Calendly’ as the trigger application and choose the event ‘Invitee Created’. This will ensure that every time a new invitee schedules an appointment, it triggers the workflow.

• Log in to your Calendly account.
• Navigate to the integrations section to find your API key.
• Copy the API key and paste it into Pabbly Connect.

After saving the connection, initiate a test request to ensure that Pabbly Connect is receiving data from Calendly correctly. This is crucial for the next steps in the automation process.

3. Adding Data to Google Sheets through Pabbly Connect

Next, you will use Pabbly Connect to add the invitee’s details to Google Sheets. Select ‘Google Sheets’ as the action application and choose ‘Add New Row’. This allows you to create a new entry in your designated spreadsheet.

To connect Google Sheets with Pabbly Connect, authorize your Google account and select the specific spreadsheet where you want to store the data. Use the mapping feature to assign the fields from the Calendly invitee data to the corresponding columns in your Google Sheets.

• Select the spreadsheet from your Google Drive.
• Map the invitee’s name, email, age, and phone number to the appropriate columns.
• Click ‘Save and Send Test Request’ to confirm the data is added.

Once the data is successfully added, you will see the new row in your Google Sheets, confirming that Pabbly Connect is functioning correctly.

4. Creating Opportunities in GoHighLevel CRM with Pabbly Connect

The final step involves creating a new contact in GoHighLevel CRM using the data collected via Pabbly Connect. Select ‘GoHighLevel’ as the action application and choose ‘Create Contact’. This step will ensure that all invitees are stored as contacts in your CRM for future follow-ups.

Connect your GoHighLevel account by entering the API key. Make sure to map the fields just like you did with Google Sheets. This includes the invitee’s name, email, and phone number.

Access your GoHighLevel account settings to retrieve the API key. Map the invitee’s information to the contact fields in GoHighLevel. Click ‘Save and Send Test Request’ to add the contact.

This process will create a new contact in your GoHighLevel CRM, and you will see the confirmation in your dashboard, proving that Pabbly Connect has successfully integrated all three applications.

5. Testing the Entire Automation Workflow

Finally, it is essential to test the entire automation workflow to ensure everything works seamlessly. Schedule a new event in Calendly and verify that the details appear in both Google Sheets and GoHighLevel CRM.

By following these steps, you can ensure that Pabbly Connect is working as intended. You will see entries in Google Sheets and new contacts in your GoHighLevel CRM, confirming the successful integration of these applications.

With this automation in place, managing your appointments and client communications becomes significantly easier and more efficient.

Conclusion

By using Pabbly Connect, you can automate the process of adding Calendly invitees to Google Sheets and creating opportunities in GoHighLevel CRM. This integration streamlines your workflow, enhances productivity, and ensures that your client data is always up-to-date.