Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your Google Sheets with Pabbly Connect, first visit the Pabbly Connect website. If you are a new user, you can sign up for free to explore the platform. Pabbly Connect provides a generous trial, allowing you to use up to 100 tasks every month without any cost.

Once logged in, navigate to the dashboard. Click on the “Create Workflow” button located in the top right corner. This will open the workflow builder, where you can set up your automation. Pabbly Connect is essential for connecting your applications seamlessly.

2. Creating Your Workflow in Pabbly Connect

In the workflow builder of Pabbly Connect, you will need to set up triggers and actions. Start by clicking the “Add Trigger” button. Search for “Calendly” and select it as your trigger application. For the event, choose “Invite Created” to track new appointments.

  • Select “Add a New Connection” if you haven’t connected Calendly yet.
  • Log in to your Calendly account when prompted.
  • Choose your organization and user for the appointment.

After saving, Pabbly Connect will wait for a webhook response from Calendly. Ensure you have a Calendly Pro plan to use this integration. This setup is crucial for automating the process of adding appointments to Google Sheets.

3. Capturing the Webhook Response

To capture the webhook response, you need to schedule a test appointment in Calendly. Copy the appointment link and open it in a new tab. Fill in the required details, such as name and email, and schedule the event.

Once the appointment is scheduled, return to Pabbly Connect. You will see that it captures the response, displaying the same name, email, and appointment details. This is where Pabbly Connect demonstrates its power by automatically retrieving the information from Calendly.

4. Adding Appointment Details to Google Sheets

Next, you need to connect Google Sheets to Pabbly Connect. Click on “Add New Action Step” and select Google Sheets as your action application. Choose the event as “Add New Row” and connect it to your Google account.

  • Select the spreadsheet and the specific sheet where you want to add the data.
  • Map the necessary fields from Calendly, such as name, email, and appointment time.
  • Ensure that data mapping is done correctly for dynamic updates.

Pabbly Connect simplifies the process of transferring data from Calendly to Google Sheets, ensuring that every new appointment is logged automatically.

5. Formatting Dates for Clarity

To ensure the date and time are in a readable format in Google Sheets, add a new action step and select “Date Time Formatter”. Choose the event “Format Date with Time Zone” and map the start date and time from the previous step.

Set the input format to match the data received from Calendly. For example, if the incoming data is in UTC, change it to your local time zone. This step is crucial for clarity when viewing appointment details in Google Sheets.

Repeat the mapping process for the end date and time to ensure both are formatted correctly. Pabbly Connect allows you to handle these formatting tasks seamlessly, enhancing the usability of your data.

Conclusion

With Pabbly Connect, automating the process of adding Calendly appointments to Google Sheets is straightforward and efficient. By following the steps outlined, you can streamline your workflow and save time on manual data entry. This integration not only enhances productivity but also ensures that all your appointment details are accurately logged without any effort.