Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

How to Connect Calendly and Zoho CRM (Step by Step)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start connecting Calendly and Zoho CRM, you first need to access Pabbly Connect. This platform allows you to create automated workflows easily. Simply log into your Pabbly Connect account to get started.

Once you are logged in, navigate to the dashboard. Here, you can create a new workflow by selecting the option to add a new integration. This is where the magic of automation begins with Pabbly Connect.

2. Setting Up Calendly Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Calendly as the application from the list. You will be prompted to choose a trigger event; select ‘Invitee Created’. This event will initiate the workflow whenever a new invitee is created in Calendly.

Choose “Invitee Created” as your trigger event.
Click on the “Connect” button to establish a connection.
Authorize Pabbly Connect to access your Calendly account.

After authorizing, you will see a success message confirming that your Calendly account is connected to Pabbly Connect. This connection is essential for the automation to work seamlessly.

3. Testing the Calendly Connection

To ensure that your Calendly connection is working, schedule a test meeting in your Calendly account. This step is crucial as it will send data to Pabbly Connect. Fill in the required fields such as your first name, last name, email address, and phone number.

Once the meeting is scheduled, return to Pabbly Connect and check for the webhook response. This response will confirm whether the data from Calendly has been successfully received.

4. Setting Up Zoho CRM Action in Pabbly Connect

Next, you will set up the action application, which is Zoho CRM. Select Zoho CRM from the application list and choose the action event as ‘Create Contact’. This action will create a new contact in Zoho CRM each time a new invitee is created in Calendly.

Click on the “Connect” button to link your Zoho CRM account.
Enter your Zoho domain and authorize Pabbly Connect.
Map the fields from Calendly to Zoho CRM, including first name, last name, email, and phone number.

After mapping the fields, click on the “Save and Send Test Request” button to verify that the integration is functioning correctly. A new contact should now appear in your Zoho CRM, confirming that Pabbly Connect has successfully facilitated the integration.

5. Finalizing Your Workflow in Pabbly Connect

After confirming that both connections are working, it’s time to finalize your workflow. Make sure to enable the toggle switch to activate the workflow. This ensures that your automation is live and will run whenever a new invitee is created in Calendly.

Remember, with Pabbly Connect, you can automate not just this integration, but many others as well. If you face any issues, the Pabbly support team is available to assist you.

Conclusion

In this tutorial, we explored how to connect Calendly and Zoho CRM using Pabbly Connect. By following these steps, you can automate your workflow and save time on manual data entry. Start using Pabbly Connect today to enhance your productivity!