Integrate Calendly Invitees with Zoho Campaigns Using Pabbly Connect

Learn how to seamlessly integrate Calendly invitees into Zoho Campaigns as subscribers using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Integration

To start integrating Calendly invitees with Zoho Campaigns, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website.

As a first-time user, click on the ‘Sign Up for Free’ option to create your account. You can enjoy 100 tasks for free every month, making it easy to get started with your automation needs.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you will create a new workflow for adding Calendly invitees to Zoho Campaigns.

• Click on the plus sign to create a new workflow.
• Name the workflow ‘Add Calendly Invitees to Zoho Campaigns as Subscribers’.
• Click on the ‘Create’ button to initiate the workflow.

This workflow will use a trigger-action concept where the trigger is an event in Calendly, and the action is to add a subscriber in Zoho Campaigns.

3. Setting Up the Trigger with Calendly

Now that your workflow is created, the next step is to set up the trigger in Pabbly Connect. Click on the trigger window and select Calendly as your application.

Choose the trigger event as ‘Invitee Created’. You will then be prompted to connect your Calendly account by providing the required API key. To find your API key, log into your Calendly account and navigate to the Integrations section.

• Click on ‘API and Webhooks’ and copy the API key.
• Paste the API key into Pabbly Connect and click on ‘Save’.

After saving, send a test request to ensure that the trigger is working correctly. Create a test invitee in Calendly to see if the information is captured in Pabbly Connect.

4. Connecting Zoho Campaigns as the Action

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect. Click on the action window and select Zoho Campaigns as the application.

Select the action event as ‘Add or Update Subscriber’. You will need to connect your Zoho Campaigns account by entering your domain and authorizing the connection.

Enter your Zoho Campaigns domain and click on ‘Save’. Authorize Pabbly Connect to access your Zoho account.

Once connected, you will be prompted to select the list where you want to add the invitees. Choose the appropriate list and map the fields from Calendly to Zoho Campaigns, such as first name, last name, and email address.

5. Testing and Activating the Integration

After mapping the fields, it’s time to test the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify that the invitee information is correctly sent to Zoho Campaigns.

Once the test is successful, you can activate the workflow. This integration will now automatically add new Calendly invitees as subscribers to your selected Zoho Campaigns list.

To ensure everything is functioning as expected, check your Zoho Campaigns list for the newly added subscribers from your test invitees. You should see the invitee details reflecting accurately in your list.

Conclusion

By following this tutorial, you can easily integrate Calendly invitees into Zoho Campaigns using Pabbly Connect. This automation streamlines your workflow, ensuring that every new appointment is captured as a subscriber in your email marketing platform.