Integrate Calendly Invitees to Apollo with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly invitees into Apollo CRM automatically using Pabbly Connect. Follow this detailed tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect serves as the central platform for integrating Calendly with Apollo CRM. This integration allows you to automatically add invitees from your Calendly account as contacts in Apollo CRM. By using Pabbly Connect, you can streamline your workflow without needing any coding skills.

To begin, navigate to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. Once there, go to the products section and select Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow something descriptive, like ‘Add Calendly Invitees to Apollo CRM as Contacts’. This helps in identifying your workflow later.

In the workflow setup, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, when a new invitee is created in Calendly, Pabbly Connect will automatically add them as a contact in Apollo CRM.

3. Setting Up the Calendly Integration

To set up the integration, open the trigger window in Pabbly Connect and select Calendly as the application. Choose ‘Invitee Created’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Calendly API key.

To find your API key, log in to your Calendly account, navigate to the integrations section, and look for the API and Webhooks option. Copy the API key and paste it into Pabbly Connect. After saving, click on ‘Save and Send Test Request’ to ensure the connection is successful.

• Log in to Calendly and navigate to integrations.
• Copy the API key from the API and Webhooks section.
• Paste the API key into Pabbly Connect and save.

Once the connection is established, create a test invitee in Calendly to capture the response in Pabbly Connect. This will allow you to see the details of the invitee that will be added to Apollo CRM.

4. Adding Contacts to Apollo CRM

Now that you have set up the Calendly trigger, it’s time to configure the action in Pabbly Connect. Open the action window and select Apollo CRM as the application. Choose ‘Create Contact’ as the action event and click on ‘Connect’. You will need to enter your Apollo API key to establish this connection.

Similar to Calendly, you can find your Apollo API key in the settings under integrations. Copy the API key and paste it into Pabbly Connect. After saving, you will need to map the fields from Calendly to Apollo CRM, such as first name, last name, and email address. Ensure that the data is accurately reflected in Apollo CRM.

• Select Apollo CRM and the ‘Create Contact’ action.
• Enter the Apollo API key to connect.
• Map the invitee details from Calendly to Apollo CRM fields.

After mapping the fields, click on ‘Save and Send Test Request’. This will create a new contact in Apollo CRM with the details from the invitee you created in Calendly.

5. Testing the Integration

To verify that the integration works correctly, create another invitee in Calendly. Schedule a new appointment and fill in the required details. Once the appointment is confirmed, check your Apollo CRM account to see if the new contact has been added successfully.

If everything is set up correctly, you should see the new contact appear in Apollo CRM with all the relevant information. This confirms that Pabbly Connect is successfully automating the process of adding Calendly invitees as contacts in Apollo CRM.

In conclusion, using Pabbly Connect to integrate Calendly with Apollo CRM not only saves time but also helps in maintaining an organized customer database. You can repeat this process for any new invitees in the future, ensuring your CRM is always up to date.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate Calendly invitees into Apollo CRM as contacts. This automation not only enhances efficiency but also ensures that you never miss an opportunity to connect with potential clients.