Integrate Calendly with Encharge Using Pabbly Connect: A Step-by-Step Guide

Learn how to easily integrate Calendly with Encharge using Pabbly Connect. Follow this detailed tutorial for seamless automation of your contact management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the integration process, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can easily create one using the link provided in the description. This platform offers 100 free automation tasks each month, making it a valuable tool for managing your workflows efficiently.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, you can create a new workflow for the integration. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Add Calendly Invitees as Contacts in Encharge’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger for Calendly

The next step involves setting up the trigger for your integration. In Pabbly Connect, you need to select Calendly as your trigger application. Choose the trigger event as ‘Invitee Created’. This event will initiate the workflow whenever someone books an appointment through your Calendly scheduling page.

• Select ‘Calendly’ from the app list.
• Choose ‘Invitee Created’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’.

To connect Calendly, you will need an API key. Go to your Calendly dashboard, navigate to the integrations section, and find the API key under the ‘API & Webhooks’ panel. Copy this key and paste it back into Pabbly Connect. After saving the connection, you can test it to ensure everything is set up correctly.

3. Performing a Test Submission in Calendly

After setting up the trigger, it’s time to perform a test submission to capture data from Calendly. This step is crucial as it allows Pabbly Connect to receive the details of the invitee who booked an appointment. Visit your Calendly scheduling page and create a test appointment.

• Select a date and time for the appointment.
• Fill in the invitee’s details such as name, email, and phone number.
• Click ‘Schedule Event’ to finalize the booking.

Once the appointment is scheduled, return to Pabbly Connect. You should see a response indicating that it is waiting for the test data. This confirms that the integration is functioning as intended and is ready to move to the next step.

4. Adding Encharge as the Action in Pabbly Connect

With the Calendly trigger set up and tested, the next step is to add Encharge as the action application in Pabbly Connect. Select Encharge from the list of applications and choose the action event ‘Add or Update Person’. This action will create a new contact in Encharge whenever a new invitee is added in Calendly.

Click ‘Connect’ and select ‘Add New Connection’ to link Encharge with Pabbly Connect. Authorize the connection by clicking ‘Allow’. Once connected, you will need to map the invitee details from the Calendly response to the corresponding fields in Encharge.

5. Mapping Fields and Testing the Integration

After establishing the connection with Encharge, it’s time to map the fields. In Pabbly Connect, you will see fields that need to be filled for creating a contact in Encharge. Map the invitee’s email, first name, last name, and phone number from the data received from Calendly.

Map the invitee email to the email field in Encharge. Map the first name and last name accordingly. Add the phone number as well if available.

Once all fields are mapped, click on ‘Save and Send Test Request’. This will add the invitee as a contact in Encharge. Check your Encharge dashboard to verify that the new contact has been created successfully. This confirms that your integration is working perfectly, automating the process of adding Calendly invitees to your contact list.

Conclusion

In this tutorial, we explored how to integrate Calendly with Encharge using Pabbly Connect. By following the detailed steps, you can automate the process of adding invitees as contacts in Encharge, saving time and enhancing efficiency. With Pabbly Connect, managing your contacts has never been easier!