How to Integrate Calendly with Google Sheets Using Pabbly Connect

Learn how to automate the process of adding appointment details from Calendly to Google Sheets using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding scheduled appointment details from Calendly to Google Sheets, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including Calendly and Google Sheets.

To get started, create a free account on Pabbly Connect. Once logged in, you will be directed to the dashboard where you can begin setting up your automation workflow. Click on the blue button labeled ‘Create Workflow’ to initiate the process.

2. Setting Up the Workflow in Pabbly Connect

In this section, you will set up the workflow in Pabbly Connect. Start by naming your workflow something descriptive, such as ‘Add Scheduled Calendly Appointment Details to Google Sheets.’ This helps in identifying the workflow later.

Next, you will see two boxes labeled ‘Trigger’ and ‘Action.’ The trigger signifies the event that will start the workflow, while the action specifies what happens as a result. For this automation, select Calendly as the trigger application and choose the event ‘Invite Created.’ This means that every time an appointment is scheduled in Calendly, the workflow will activate.

3. Connecting Calendly to Pabbly Connect

To connect Calendly with Pabbly Connect, click on the option to add a new connection. You will need to authenticate your Calendly account by granting access to Pabbly Connect. Once connected, you will be prompted to select your organization name and username.

• Click on ‘Save and Send Test Request’ to initiate the connection.
• Pabbly Connect will wait for a webhook response from Calendly.
• To test this, schedule a new appointment in Calendly.

Once you have scheduled the appointment, the details will be captured by Pabbly Connect, confirming that the integration is functioning correctly.

4. Adding Appointment Details to Google Sheets via Pabbly Connect

After successfully connecting Calendly, the next step is to add the appointment details to Google Sheets using Pabbly Connect. Choose Google Sheets as the action application and select the event ‘Add New Row.’ This action will create a new row in your Google Sheet for every new appointment scheduled.

When prompted, connect your Google Sheets account to Pabbly Connect. Select the specific spreadsheet where you want to store the appointment details. Ensure that the columns in your Google Sheet match the details you want to capture, such as invite name, email, phone number, and appointment date.

• Map the fields from the Calendly appointment to the corresponding columns in Google Sheets.
• Click on ‘Save and Send Test Request’ to check if the data is being added correctly.
• Review the Google Sheet to confirm that the appointment details have been recorded.

This step ensures that every time an appointment is booked, the details are automatically added to your designated Google Sheet.

5. Finalizing the Automation Process with Pabbly Connect

Once you have mapped all necessary fields and ensured everything is functioning, you can finalize the automation process in Pabbly Connect. Test the workflow one last time by scheduling another appointment in Calendly to see if the details appear in Google Sheets as expected.

If everything works smoothly, your automation is ready to go! You can now sit back and relax while Pabbly Connect handles the integration between Calendly and Google Sheets automatically. This saves you time and effort, allowing you to focus on other important tasks.

Conclusion

In this tutorial, we have demonstrated how to automate adding appointment details from Calendly to Google Sheets using Pabbly Connect. This integration streamlines your scheduling process, ensuring that all appointment information is captured efficiently in real-time.