How to Create BigCommerce Customer for Calendly Invitee Using Pabbly Connect

Learn how to automate the process of creating BigCommerce customers for Calendly invitees using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

In this section, we will explore how to set up Pabbly Connect for integrating BigCommerce with Calendly. First, you need to create a free account on Pabbly Connect by clicking the sign-up link in the description. Once you log in, you will be directed to the dashboard where you can create a new workflow.

To create a workflow, click on the ‘Create Workflow’ button and name it—for example, ‘Calendly to BigCommerce’. This workflow will automate the process of adding a new customer to BigCommerce whenever an invitee is created in Calendly. Click on ‘Create’ to proceed.

2. Trigger Setup for Calendly Invitee Creation

To initiate the workflow, we need to set up the trigger in Pabbly Connect. In the trigger window, search for Calendly and select it. From the drop-down menu, choose the trigger event as ‘Invitee Created’. This ensures that every time a user books an appointment, the details will be sent to Pabbly Connect.

• Select ‘Add New Connection’ to connect your Calendly account.
• Click on the ‘Connect with Calendly’ button to authorize.
• Ensure you have a Calendly Pro Plan for this integration to work.

Once connected, you will need to select the organization and user from your Calendly account. After saving this setup, Pabbly Connect will wait for a response, indicating that it is ready to receive invitee data from Calendly.

3. Creating a Test Invitee in Calendly

Now that we have set up the trigger, it’s time to create a test invitee in Calendly. Go to your Calendly account and select the event you want to use for testing. Copy the event link and paste it into a new tab to access the booking page.

Fill in the details for a dummy user, such as:

• Name: Demo User
• Email: [email protected]
• Company: Demo Company

After filling in the details, click on the ‘Schedule Event’ button. This action will create a new invitee in your Calendly account, and Pabbly Connect will capture this data in the trigger window.

4. Action Setup to Create Customer in BigCommerce

With the invitee details captured, we now need to set up the action in Pabbly Connect to create a customer in BigCommerce. In the action window, search for BigCommerce and select it. Choose the action event ‘Create Customer’ from the drop-down menu.

Click on ‘Add New Connection’ to connect your BigCommerce account. You will need to enter the Client ID, Access Token, and Store Hash Key. To obtain these details, log into your BigCommerce account, go to the API settings, and create a new API key with the required scopes. Make sure to select:

Content Customers Marketing Orders Products

After entering the necessary information in Pabbly Connect, click on ‘Save’ to connect your BigCommerce account.

5. Mapping Invitee Details to BigCommerce Customer

After successfully connecting your BigCommerce account, you will need to map the invitee details received from Calendly into the corresponding fields for the new customer. Start with the first name, last name, email, and company details. This mapping is crucial for ensuring that the correct information is sent to BigCommerce.

Once all the fields are mapped, click on ‘Save and Send Test Request’. Pabbly Connect will send the mapped details to BigCommerce, creating a new customer entry. To verify the process, log into your BigCommerce account and check the Customer section. You should see the new customer listed with the details you provided during the booking.

Conclusion

In this tutorial, we have successfully demonstrated how to automate the creation of BigCommerce customers for Calendly invitees using Pabbly Connect. By following these steps, you can streamline your customer management process, ensuring that every new appointment leads to a new customer entry in BigCommerce. This integration saves time and enhances efficiency in managing your e-commerce operations.