How to Add Calendly Invitee as Leads in AmoCRM Using Pabbly Connect

Learn how to seamlessly add Calendly invitees as leads in AmoCRM using Pabbly Connect. Follow this step-by-step tutorial for effective integration. 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 Integration

To start integrating Calendly with AmoCRM, first, you need to access Pabbly Connect. Open your browser and type ‘Pabbly.com’ to reach the Pabbly homepage. Once there, navigate to the products section and click on Pabbly Connect.

If you are a new user, you can sign up for free to create your account, which only takes two minutes. Existing users can simply sign in. After logging in, click on the ‘Access Now’ button for Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you’ll see a plus sign to create a new workflow. Click on it, and you will be prompted to name your workflow. For this integration, name it ‘Calendly to AmoCRM Integration’ and click on ‘Create’. using Pabbly Connect

• Click on the trigger window and select Calendly as the application.
• Choose the trigger event as ‘Invitee Created’.
• Connect your Calendly account by adding a new connection and providing the API key.

After saving the connection, Pabbly Connect will be ready to capture invitee details from Calendly whenever a new appointment is scheduled.

3. Setting Up the Calendly Integration

To connect Calendly with Pabbly Connect, you need to get your API key from your Calendly account. Log into your Calendly account, navigate to the integrations tab, and find the API and Webhooks section.

Once you have your API key, return to Pabbly Connect and paste it into the connection field. Click on ‘Save and Send Test Request’ to confirm the connection. Make sure to create a test invitee in Calendly to capture the response in Pabbly Connect.

4. Adding Leads to AmoCRM from Pabbly Connect

With the Calendly integration established, the next step is to add the invitee as a lead in AmoCRM. In Pabbly Connect, select AmoCRM as the application for the action step and choose ‘Create Contact’ as the action event. using Pabbly Connect

• Connect your AmoCRM account by entering the subdomain from your AmoCRM URL.
• Map the invitee’s first name, last name, email, and phone number from the response data captured from Calendly.
• Click on ‘Save and Send Test Request’ to add the invitee as a new contact in AmoCRM.

After saving, you can check your AmoCRM account to confirm that the new contact has been added successfully.

5. Testing the Integration in Real-Time

To ensure that the integration is functioning correctly, create another test invitee in your Calendly account. Schedule a new appointment with a different name and details.

After scheduling the appointment, refresh your AmoCRM contacts page to see if the new invitee appears as a contact. This confirms that Pabbly Connect is effectively transferring data from Calendly to AmoCRM.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate Calendly with AmoCRM allows you to automate the process of adding new invitees as leads. This integration enhances your CRM capabilities and helps in managing customer relationships effectively.