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How to Notify Your Team Instantly About New Calendly Meetings

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin automating your notifications from Calendly to Slack, you first need to access Pabbly Connect. This powerful platform allows you to create workflows that connect various applications without any coding.

Start by visiting the Pabbly Connect website and signing up for an account. Once registered, you will have access to 100 free tasks every month to explore the software. After logging in, navigate to the dashboard where you can create and manage your automation workflows.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the “Create Workflow” button. You can choose to create from scratch, use AI, or opt for the quick builder. For this tutorial, we will use the quick builder for its efficiency.

Enter a prompt like “Notify your team instantly about new Calendly meetings”.
Select the trigger as “Invitee Created” from Calendly.
Choose Slack as the application to notify your team.

Pabbly Connect will automatically create a workflow based on your selections. After reviewing, click on “Approve and Create” to finalize your workflow setup.

3. Connecting Calendly to Pabbly Connect

After creating the workflow, you will need to connect your Calendly account to Pabbly Connect. Click on the Calendly application and then the “Connect” button. If you don’t have an existing connection, select the option to add a new one.

Next, click on “Connect with Calendly” and grant permission to Pabbly Connect by clicking on the “Approve” button. Once connected, select your organization and user from the dropdown menu, then click “Save and Send Test Request”. This will initiate the webhook response process.

4. Setting Up Slack Notifications

With Calendly connected, the next step is to set up Slack as the action application. Click on the Slack application in Pabbly Connect and hit the “Connect” button. You will need to add a new connection, entering the token type as “bot”.

Select the channel for notifications, such as “Calendly New Booking”.
Compose the message that will be sent to the channel, including dynamic fields from Calendly.

Ensure to map the fields correctly so that each notification contains the relevant client details like name, email, and meeting time. Click “Save and Send Test Request” to verify the setup.

5. Finalizing Your Automation Workflow

After testing the Slack notification, you can finalize your automation workflow. Make sure to enable the toggle to activate the workflow. This ensures that every new booking in Calendly will trigger an instant notification in Slack.

If you encounter any issues, Pabbly Connect provides support options, including a comment section for queries. Once everything is set, your team will receive real-time updates on new bookings, improving coordination and response times.

Conclusion

In this tutorial, we demonstrated how to automate notifications from Calendly to Slack using Pabbly Connect. This integration enhances team communication and ensures that no booking goes unnoticed, streamlining your business operations.