Integrating Calendly with Zoho Bigin Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly with Zoho Bigin using Pabbly Connect to automate contact creation for invitees. Follow this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Calendly with Zoho Bigin, first, you need to access Pabbly Connect. Go to your browser and type in Pabbly.com/connect. This will redirect you to the Pabbly Connect homepage, where you can either sign in or sign up.

If you already have an account, click on the ‘Sign In’ button. If not, click on ‘Sign Up’ to create a new account, which is free and offers 100 free tasks every month. After signing in, you will be taken to your Pabbly Connect dashboard, ready to create your automation workflow.

2. Creating a New Workflow in Pabbly Connect

Once you are on the dashboard, the next step is to create a new workflow. Click on the Pabbly Connect button labeled ‘Create Workflow’. You will be prompted to name your workflow. Give it a name like ‘Calendly to Zoho Bigin’ to indicate the integration you are setting up.

• Click on the ‘Create’ button after naming your workflow.
• You will see two windows: Trigger and Action.
• Select ‘Calendly’ as the trigger application.

In the Trigger section, choose ‘Invitee Created’ as the trigger event. This means that whenever a new invitee is created in Calendly, it will trigger the workflow to create a new contact in Zoho Bigin.

3. Connecting Calendly to Pabbly Connect

To connect Calendly with Pabbly Connect, click on the ‘Connect’ button in the Trigger window. You will need to add a new connection by entering your Calendly API key. This key can be found in your Calendly account under ‘Integrations’ and then ‘API & Webhooks’. Copy the API key and paste it into the required field in Pabbly Connect.

After pasting the API key, click on ‘Save’. You will then send a test request to ensure the connection is successful. Fill in the booking details on your Calendly booking page to generate a test invitee, which will be used to verify the connection.

4. Creating a Zoho Bigin Contact from Calendly Invitees

Now that Calendly is connected, it’s time to set up the action in Zoho Bigin. In the Action window, select Zoho Bigin as the action application and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in Zoho Bigin whenever a new invitee is created in Calendly. using Pabbly Connect

• Click on ‘Connect’ to add a new connection.
• You will need to enter your Zoho Bigin domain, which can be found in your Zoho account.
• Authorize the connection to ensure that Pabbly Connect can create contacts in your Zoho Bigin account.

After authorizing, map the fields from the Calendly invitee response to the Zoho Bigin contact creation fields. This includes first name, last name, email, and organization name. Once mapped, click on ‘Save and Send Test Request’ to finalize the setup.

5. Testing the Automation

With the workflow set up, it’s time to test the automation. Go back to your Calendly and create a new invitee with the necessary details. Once you schedule the event, Pabbly Connect will automatically create a new contact in Zoho Bigin based on the invitee’s information. using Pabbly Connect

After scheduling the event, return to your Zoho Bigin account and refresh the contacts page. You should see the new contact created successfully, confirming that the integration works as intended. This automation saves time and ensures that all invitees are recorded in your CRM without manual entry.

Conclusion

In this tutorial, we demonstrated how to integrate Calendly with Zoho Bigin using Pabbly Connect. By automating the creation of contacts for invitees, you can streamline your workflow and enhance productivity. Sign up for Pabbly Connect today to take advantage of this powerful integration tool.