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

Learn how to seamlessly integrate Calendly with SendGrid using Pabbly Connect. This detailed tutorial covers each step of the process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Calendly with SendGrid, first access Pabbly Connect by navigating to the Pabbly website. Type in the address bar: Pabbly.com/connect. This will take you to the Pabbly Connect platform where you can sign in or sign up for a new account.

If you are new to Pabbly, signing up is free, and you will receive 100 free tasks every month. Once logged in, click on the option to access Pabbly Connect, where you can create and manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see existing workflows. To create a new one, click on the ‘Create Workflow’ button. Name your workflow something like ‘Calendly to SendGrid’ to reflect the integration you are setting up.

• Click on ‘Create’ to begin the setup.
• You will see two sections: Trigger and Action.

In the Trigger section, choose Calendly and select the event ‘New Invitee Created’. This will initiate the workflow whenever a new invitee is added in Calendly. Click on ‘Connect’ to link your Calendly account with Pabbly Connect.

3. Connecting Your Calendly Account

To connect your Calendly account, you need to provide the API key. Log into your Calendly account, navigate to the Integrations section, and locate your API key. Copy this key and return to Pabbly Connect to paste it in the connection setup.

After pasting the API key, click ‘Save’. This establishes a successful connection between your Calendly account and Pabbly Connect. Next, click on ‘Save and Send Test Request’ to test the connection.

4. Setting Up SendGrid in Pabbly Connect

Once the Calendly integration is successfully tested, the next step is to set up SendGrid. In the Action section of Pabbly Connect, select SendGrid and choose the action ‘Add or Update a Contact’.

• Click on ‘Add New Connection’ to connect your SendGrid account.
• Provide the API key from your SendGrid account settings.

To obtain the API key, go to your SendGrid account, navigate to Settings, and select API Keys. Create a new API key with full access, copy it, and paste it back in Pabbly Connect. After saving, your SendGrid account will be ready for integration.

5. Mapping Data from Calendly to SendGrid

With both Calendly and SendGrid connected through Pabbly Connect, you can now map the data from the Calendly invitee to the SendGrid subscriber fields. Select the appropriate list in SendGrid where you want to add the invitee.

Map the invitee’s email, first name, and last name from the Calendly response to the corresponding fields in SendGrid. Once mapping is complete, click ‘Save and Test Request’. This will add the invitee to your SendGrid list as a new contact.

Conclusion

Using Pabbly Connect to integrate Calendly with SendGrid allows for seamless management of invitees as subscribers. This automation saves time and enhances your email marketing efforts by ensuring that all new invitees are automatically added to your SendGrid account.