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

Learn how to integrate Calendly with Flowdesk using Pabbly Connect for seamless automation. Follow our step-by-step tutorial for easy setup. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Integration

To integrate Calendly with Flowdesk, first access Pabbly Connect. This platform enables seamless automation between various applications. If you’re a new user, sign up quickly to receive 100 free tasks to explore the features.

Once logged in, navigate to the dashboard. On the right-hand side, locate the ‘Create Workflow’ tab. Click on it to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for adding new Calendly invitees to Flowdesk as subscribers. Name your workflow for easy identification.

• Navigate to the ‘Create Workflow’ tab in Pabbly Connect.
• Name your workflow, such as ‘Calendly to Flowdesk Integration’.
• Click on ‘Create’ to proceed.

Upon creation, you will see two options: ‘Trigger’ and ‘Action’. The trigger is Calendly, and the action is Flowdesk. This setup will automate the process of adding invitees as subscribers in Flowdesk.

3. Setting Up the Trigger for Calendly in Pabbly Connect

Next, configure Calendly as the trigger application within Pabbly Connect. Select the trigger event as ‘Invitee Created’. This event will initiate the workflow whenever a new invitee schedules an event.

Choose whether the trigger is organization-wide or user-specific. For this tutorial, select the user-based option to track individual invitees. Once selected, click on ‘Connect’ to link your Calendly account.

4. Configuring the Action for Flowdesk in Pabbly Connect

After setting up the trigger, the next step is to configure Flowdesk as the action application. Search for Flowdesk in the action options and select ‘Create or Update Subscriber’ as the action event. using Pabbly Connect

• Connect to your Flowdesk account by providing login credentials.
• Map the required fields from the Calendly trigger to Flowdesk, including email, first name, and last name.
• Choose whether to send confirmation emails to new subscribers.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to verify that the integration works as intended. This step ensures that the invitee’s details are successfully sent to Flowdesk.

5. Testing the Integration Between Calendly and Flowdesk

Now that the setup is complete, it’s time to test the integration. Go back to Calendly and create a new event. Fill in the invitee’s details, including name, email, and mobile number, and schedule the event.

After scheduling, return to Pabbly Connect to check if the subscriber has been added to Flowdesk. Refresh the audience list in Flowdesk to confirm that the new subscriber appears successfully.

This testing step is crucial to ensure that your integration is functioning properly. If the subscriber shows up in Flowdesk, the integration is a success!

Conclusion

This tutorial demonstrated how to integrate Calendly with Flowdesk using Pabbly Connect. By following these steps, you can automate the process of adding new invitees as subscribers, making your workflow more efficient and streamlined.