Integrate Google Calendar with Flo CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Calendar with Flo CRM using Pabbly Connect. Follow this detailed tutorial to automate adding contacts seamlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin integrating Google Calendar with Flo CRM, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product page. If you are a new user, click on the ‘Sign Up for Free’ option to create an account.

For existing users, simply log in to your account. Once logged in, you will be directed to the Pabbly Connect dashboard. This platform allows you to automate workflows without any coding knowledge, making it user-friendly for everyone.

2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Google Calendar to Flo Integration’. After naming it, click on the ‘Create’ button to proceed.

In this workflow, you will set up the trigger and action. The trigger will be a new event in Google Calendar, and the action will be adding a contact to your Flo CRM. This setup allows Pabbly Connect to automate the entire process seamlessly.

3. Set Up Google Calendar as Trigger in Pabbly Connect

To configure the trigger, select Google Calendar as the application and choose the trigger event as ‘New Event’. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to connect with your Google account. Select your account and allow the necessary permissions for Pabbly Connect to access your calendar.

After connecting, select the calendar you want to monitor for new events. For example, choose your ‘P Integration’ calendar. Before finalizing this step, create a test event in Google Calendar to ensure that Pabbly Connect captures the correct data.

4. Set Up Flo CRM as Action in Pabbly Connect

Next, you will set the action to create a new contact in Flo CRM. In the action step, choose Flo CRM as the application and select ‘Create CRM Account Contact’ as the action event. Click on ‘Connect’ and enter the API key and account URL from your Flo CRM settings.

After connecting, map the fields from the Google Calendar event to the Flo CRM contact. Use the name extracted from the event title and the email address from the attendee details. This mapping is crucial for Pabbly Connect to create the contact accurately in your CRM.

5. Test Your Integration with Pabbly Connect

Once everything is set up, it’s time to test your integration. Go back to your Google Calendar and create a new event, such as an appointment with Adam Smith. Ensure you include all necessary details like the date and description. After saving the event, return to Pabbly Connect and click on ‘Save and Send Test Request’.

• Create a new event in Google Calendar with guest details.
• Check the response in Pabbly Connect to ensure the data is captured correctly.
• Verify that the contact appears in your Flo CRM account.

After confirming that the contact has been added successfully, you can save your workflow in Pabbly Connect. This integration will now automatically add new contacts to Flo CRM whenever you create an event in Google Calendar.

Conclusion

Integrating Google Calendar with Flo CRM using Pabbly Connect streamlines your contact management process. By following this tutorial, you can automate adding contacts from your calendar events, saving time and improving efficiency in your business operations.