Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Calendly with HubSpot, first, access Pabbly Connect by visiting pabbly.com/connect. Once there, you will find options to sign in or sign up for a free account. Signing up gives you 100 free tasks monthly, allowing you to explore the platform.

If you are an existing user, simply click on the sign-in button. Once logged in, you will be directed to the dashboard of Pabbly Connect, where you can create your integration workflow.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the “Create Workflow” button on the dashboard of Pabbly Connect. This action will guide you to the quick builder, a feature that simplifies the integration process.

  • Select the option to create a workflow using the quick builder.
  • Input the prompt: “Integrate Calendly and HubSpot CRM”.
  • Choose Calendly as the trigger application and select “Invitee Created” as the trigger event.

Next, set HubSpot as the action application and select “Create a Contact” as the action event. This configuration allows Pabbly Connect to automate the lead creation process in HubSpot whenever a new event is scheduled in Calendly.

3. Connecting Calendly and HubSpot in Pabbly Connect

After setting up the workflow, you need to connect the applications. Click on the “Connect” button next to Calendly in Pabbly Connect. This will prompt you to log in to your Calendly account if you haven’t done so already.

Once logged in, select the organization and user associated with your Calendly account. After making these selections, click on “Save and Send Test Request”. This action will initiate a test to check if the connection is successful.

  • Ensure you receive a webhook response indicating a successful connection.
  • If the status shows “Waiting for Webhook Response”, proceed to create a new event in Calendly.

Creating a new event will send the data to Pabbly Connect, allowing you to verify that the integration is functioning correctly.

4. Mapping Data from Calendly to HubSpot

Once you have confirmed the webhook response, you can proceed to map the data from Calendly to HubSpot. Select HubSpot as your action application in Pabbly Connect and click on the “Connect” button to establish the connection.

After connecting, you will see fields for entering the contact details. Instead of manually entering these details, use the mapping feature of Pabbly Connect. This feature allows you to dynamically insert data from the previous step.

  • Map the email address, first name, last name, and phone number from the Calendly response.
  • Click on “Save and Send Test Request” to finalize the mapping.

Upon successful mapping, you will receive a positive response indicating that a contact has been created in HubSpot, demonstrating the effectiveness of Pabbly Connect in automating your lead management process.

5. Verifying Integration Success in HubSpot

To verify that the integration was successful, navigate to your HubSpot CRM and refresh the contacts page. You should see the new lead created based on the event scheduled in Calendly.

This seamless process illustrates how Pabbly Connect enables you to automate lead generation without manual input. Each time an event is booked in Calendly, the lead will automatically be added to HubSpot, enhancing your workflow efficiency.

By using Pabbly Connect, you can easily manage your contacts and improve your business operations. This integration not only saves time but also ensures that no leads are missed.

Conclusion

In conclusion, using Pabbly Connect to integrate Calendly with HubSpot automates the lead management process effectively. This integration allows for seamless data transfer, enhancing your business efficiency.