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

Learn how to integrate Calendly with Flowlu as contacts using Pabbly Connect. This detailed guide walks you through the entire process step-by-step. 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 for Integration

To integrate Calendly with Flowlu, start by accessing Pabbly Connect. Open your browser and type Pabbly.com to reach the Pabbly website. Navigate to the products section and select Pabbly Connect to begin the integration process.

If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply sign in. Once logged in, find the option to create a new workflow by clicking on the ‘+’ icon. Name your workflow appropriately, for example, ‘Add Calendly Invitees to Flowlu as Contact’.

2. Setting Up the Trigger in Pabbly Connect

Now that you have created a workflow in Pabbly Connect, the next step is to set up the trigger. Click on the trigger window and search for the Calendly application. Select ‘Invitee Created’ as your trigger event, and proceed by clicking on ‘Connect’.

• Choose ‘Add New Connection’ and enter your Calendly API key.
• Log into your Calendly account to find the API key in the integrations section.
• Copy the API key and paste it into Pabbly Connect, then click ‘Save’.

Once connected, send a test request to ensure that Pabbly Connect is capturing the invitee data correctly. You may need to create a new invitee in Calendly to see the data response.

3. Creating a Contact in Flowlu via Pabbly Connect

After successfully setting up the trigger, the next step is to create a contact in Flowlu. In the action window of Pabbly Connect, search for Flowlu and select ‘Create CRM Account Contact’ as the action event. Click ‘Connect’ to establish a connection with your Flowlu account.

To connect, you will need your Flowlu API key and account URL. Navigate to your Flowlu account, go to the System Settings, and find the API settings to generate a new API key. Copy the key and account URL, then return to Pabbly Connect to input these details.

• Map the invitee details such as first name, last name, and email address from Calendly.
• Select the category for the contact, such as customer or partner.
• Click ‘Save and Send Test Request’ to create the contact in Flowlu.

Once the request is sent, you should see a response indicating that the new contact has been successfully created in your Flowlu account.

4. Testing the Integration Between Calendly and Flowlu

To ensure that the integration is functioning correctly, create another invitee in your Calendly account. Use the booking page to set a new appointment, entering details like the invitee’s name and email address. Confirm the event to trigger the integration.

After scheduling the event, return to Pabbly Connect and refresh your Flowlu contacts. You should see the new invitee listed as a contact. This confirms that Pabbly Connect is effectively facilitating the integration between Calendly and Flowlu.

If the contact does not appear immediately, remember that the data fetching might take a few moments due to polling. Wait for a short period, and refresh again to see the updated contacts.

5. Conclusion: Automate Your Workflow with Pabbly Connect

Integrating Calendly with Flowlu using Pabbly Connect streamlines your workflow by automatically adding invitees as contacts. This process eliminates manual data entry and ensures that your CRM is always up-to-date with new appointments.

By following the steps outlined in this tutorial, you can harness the power of Pabbly Connect to connect various applications and automate your business processes efficiently. Start automating your workflows today!