Import Calendly Teammate Invitee Details to Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Calendly with Google Sheets to import invitee details using Pabbly Connect. Follow this step-by-step tutorial for automation. 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

Accessing Pabbly Connect for Integration

To import Calendly teammate invitee details to Google Sheets, we will use Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which gives you access to 100 tasks every month.

Once you are logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to your dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration.

Setting Up Trigger Application in Pabbly Connect

The first step in our integration process is to set up the trigger application in Pabbly Connect. For this integration, the trigger application will be Calendly. Select Calendly as your trigger app and then choose the event ‘Invite Created’ as your trigger event.

Next, you will need to connect your Calendly account with Pabbly Connect. Click on ‘Connect’, and then ‘Add New Connection’. If you are already logged into your Calendly account, the connection will be successful. This setup allows Pabbly Connect to receive invite details whenever a new invite is created.

Configuring Action Application with Google Sheets

Once the trigger setup is complete, the next step is to configure the action application, which will be Google Sheets in this case. In Pabbly Connect, add a new action step and select Google Sheets as the action application. Choose ‘Add New Row’ as the action event.

To connect Google Sheets, click on ‘Connect’, then ‘Add New Connection’ and sign in with your Google account. Make sure to allow access to your Google Sheets. After establishing this connection, you will need to select the spreadsheet where the invite details will be stored.

• Select the spreadsheet named ‘College Webinar Invite Details’.
• Choose the specific sheet where details will be stored, such as ‘Admin’ or ‘Member One’.
• Map the fields from Calendly to the corresponding columns in Google Sheets.

Make sure to map the invitee’s name, email, and start date and time correctly to ensure accurate data entry into your Google Sheets.

Using Pabbly Connect Router for Data Segregation

To efficiently segregate invite details based on the user who created the invite, we will use the Router feature in Pabbly Connect. After the trigger and action steps, add a Router step to your workflow. This allows you to create multiple routes based on conditions.

Set up the first route for admin users by defining a condition that checks the email address of the user who created the invite. If the email matches the admin’s address, the details will be routed to the ‘Admin’ sheet. For other team members, create additional routes as needed.

• Create a condition to check if the invite was created by the admin.
• If true, add the invite details to the Admin sheet.
• For other members, repeat the process for their respective sheets.

This setup ensures that invite details are organized accurately based on who created them, making tracking much simpler.

Testing and Finalizing the Integration

After completing the setup in Pabbly Connect, it’s crucial to test the integration. Go back to your Calendly account and create a new invite. Monitor the response in Pabbly Connect to ensure that the details are being captured correctly.

Once you confirm that the invite details are being added to the appropriate Google Sheets as expected, you can finalize the workflow. Click on ‘Save’ to ensure all settings are stored, and your integration is now ready to automate the import of invitee details.

This integration will now run automatically, capturing invitee details from Calendly and adding them to Google Sheets, effectively simplifying your tracking process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to import Calendly teammate invitee details into Google Sheets. By following the outlined steps, you can automate data entry and streamline your tracking process efficiently.