Integrate Calendly Invitees with Your CRM and Email Marketing Using Pabbly Connect

Learn how to seamlessly integrate Calendly invitees with your CRM and email marketing apps using Pabbly Connect for efficient workflow automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Calendly invitees with your CRM and email marketing apps, access Pabbly Connect. First, navigate to the Pabbly Connect website and log into your account. If you don’t have an account, sign up for free to explore its features.

Once logged in, you will find a user-friendly interface that allows you to create automated workflows. Click on the ‘Create Workflow’ button to begin your integration process. This is where you will set up the connection between Calendly and your desired applications.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. To do this, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, such as ‘Calendly to CRM Integration’. This helps in identifying your workflow later.

• Enter a descriptive name for your workflow.
• Select the trigger application, which in this case is Calendly.
• Choose the event that will trigger the workflow, like ‘New Invitee Created’.

Once you have configured these settings, click on ‘Save and Continue’ to proceed. This step sets the foundation for how Pabbly Connect will interact with Calendly and your chosen CRM.

3. Connecting Calendly to Pabbly Connect

Next, you will connect your Calendly account to Pabbly Connect. You need to generate an API key from your Calendly account. Go to the Integrations section in Calendly and copy your API key.

In Pabbly Connect, paste the API key into the required field to establish the connection. This allows Pabbly Connect to access your Calendly data. After entering the API key, click on ‘Save and Continue’ to finalize the connection.

4. Adding Invitees to CRM and Email Marketing Apps

With the connection established, the next step is to add invitees to your CRM and email marketing applications. In this step, you will map the fields from Calendly to your CRM. For example, you can map the invitee’s name, email, and appointment details. using Pabbly Connect

• Select the CRM application you want to integrate with.
• Map the fields such as First Name, Last Name, and Email from Calendly.
• Repeat the mapping process for your email marketing app.

After mapping the fields, click on ‘Save and Continue’. This ensures that every new invitee from Calendly is automatically added to both your CRM and email marketing lists, streamlining your workflow.

5. Finalizing the Integration

The last step in this integration process involves testing the workflow you created in Pabbly Connect. Once the setup is complete, it’s crucial to test the connection to ensure everything works smoothly. Trigger a test invitee from Calendly to see if the data flows correctly into your CRM and email marketing tools.

If the test is successful, you can confidently activate your workflow. This automation will now run in the background, automatically adding new Calendly invitees to your CRM and email marketing apps without any manual effort.

Conclusion

Integrating Calendly invitees with your CRM and email marketing apps using Pabbly Connect simplifies your workflow significantly. This automation ensures that your invitees are added seamlessly, allowing you to focus on engaging with your audience more effectively.