Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Calendly with Zoho CRM, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page at pabbly.com/connect. If you’re a new user, you can sign up for a free account, which allows you to explore the features of Pabbly Connect with 100 free tasks each month.

Once you have signed up, you can log in to your account. This will bring you to the workflow builder, where you can create your automation. The simplicity of Pabbly Connect allows users to set up integrations without any coding experience, making it accessible for everyone.

2. Creating a Workflow in Pabbly Connect

In the workflow builder of Pabbly Connect, you need to set up your trigger and action. A trigger is an event that starts the workflow, while an action is what happens as a result. Click on the ‘Add Trigger’ button to begin.

  • Search for Calendly as your trigger application.
  • Choose the event “Invitee Created” to capture new appointments.
  • Connect your Calendly account by following the prompts.

After setting up the trigger, click on the ‘Save and Send Test Request’ button. This will prepare Pabbly Connect to receive data from Calendly whenever an appointment is booked, ensuring a seamless workflow.

3. Booking an Appointment in Calendly

To test your integration, you need to book an appointment through Calendly. Enter your details such as first name, last name, email, and phone number. For example, you might input “New” as the first name and “User” as the last name.

Once you have filled in your details, click on the “Schedule Event” button. This action will trigger Pabbly Connect to capture the newly created appointment information. You can check back in your workflow to see if the data has been received successfully.

4. Integrating Zoho CRM with Pabbly Connect

Now that you have set up the trigger, it’s time to add an action step to create a new contact in Zoho CRM. Click on the ‘Add New Action Step’ and select Zoho CRM as your action application.

  • Choose the event “Create Contact” for the action.
  • Connect your Zoho CRM account by entering your domain.
  • Map the fields from Calendly to Zoho CRM, ensuring first name, last name, email, and phone number are included.

By mapping these fields, Pabbly Connect will automatically create a new contact in Zoho CRM whenever an appointment is booked through Calendly. This powerful automation saves time and reduces manual data entry.

5. Testing the Integration

After setting up the action step, it’s essential to test the integration. Click on the “Save and Send Test Request” button again. This will send the mapped data to Zoho CRM and create a new contact based on the information from Calendly.

Once the test is successful, you can refresh your Zoho CRM contacts list. You should see the new contact that corresponds to the appointment booked in Calendly. This demonstrates the efficiency of using Pabbly Connect to automate your workflow between these applications.

Conclusion

In this tutorial, we explored how to integrate Calendly with Zoho CRM using Pabbly Connect. By automating this process, you can save time and improve efficiency in managing your contacts. Try it out and experience the benefits of automation!