Integrating Calendly Canceled Events to MS Excel Using Pabbly Connect

Learn how to automatically add canceled events from Calendly to MS Excel using Pabbly Connect in this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To begin integrating Calendly with MS Excel, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create your account in just two minutes. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, locate the ‘All Apps’ section and click on Pabbly Connect. From there, you can create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow, for instance, ‘Add Canceled Events of Calendly to MS Excel’, and click on ‘Create’. This sets up the foundation for your integration.

2. Setting Up Calendly as the Trigger Application

In this step, you will configure Calendly as the trigger application within Pabbly Connect. Click on the trigger window and select ‘Calendly’ as your application. Choose the trigger event as ‘Invitee Cancelled’. This means that whenever an event is canceled in your Calendly account, it will trigger an action in Pabbly Connect.

• Select ‘Add New Connection’ and then click on ‘Connect with Calendly’.
• Once authorization is successful, the Calendly account will be connected to Pabbly Connect.
• Click ‘Save and Send Test Request’ to capture the response.

After this, you will need to create and cancel an event in your Calendly account to test the integration. This will allow Pabbly Connect to capture the canceled event details.

3. Formatting Date and Time for Excel

After capturing the canceled event details, the next step is to format the date and time using Pabbly Connect. You need to add an action step and select ‘Date and Time Formatter’. Choose the action event as ‘Format Date Only’. This will help in separating the date and time for better clarity in your Excel spreadsheet.

Click on ‘Connect’ and map the date that needs to be formatted. You will select the resource start time from the previous response. Specify the format you want the date in, such as ‘DD-MM-YY’. After setting this up, click on ‘Save and Send Test Request’ to obtain the formatted date.

• Ensure that the date is formatted correctly without the timezone.
• This formatted date will be used to enter data into your Excel spreadsheet.

Once you have the formatted date, you can proceed to split the date and time into separate fields for the Excel entry.

4. Adding Canceled Event Details to MS Excel

The final step is to add the canceled event details to your MS Excel spreadsheet using Pabbly Connect. Add another action step and select ‘Microsoft Excel’ as the application. Choose the action event as ‘Add Row to Worksheet’. Click on ‘Connect’ and authorize Pabbly Connect to access your Excel account.

Once connected, select the workbook named ‘Canceled Events’ and the corresponding sheet. You will need to map the details such as event date, event time, event name, attendee’s name, and email address from the previous steps into the respective columns in the Excel sheet.

Map the event date and time from the formatted data. Ensure all attendee details are correctly mapped from the Calendly response.

Click ‘Save and Send Test Request’ to verify that the data is successfully added to your Excel spreadsheet. You can check your sheet to confirm the details have been entered accurately.

5. Conclusion: Automating Canceled Events with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Calendly with MS Excel allows for seamless automation of canceled event details. By setting up a workflow that captures canceled events and formats the data for Excel, you can efficiently manage your scheduling data without manual entry.

Each time a scheduled event is canceled, the details will automatically populate in your Excel spreadsheet, streamlining your workflow. This integration not only saves time but also ensures accuracy in data management, making it a valuable tool for anyone using Calendly and MS Excel.