Integrating Calendly with Zoho CRM Using Pabbly Connect

Learn how to create new leads in Zoho CRM from new Calendly events using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create new leads in Zoho CRM from new Calendly events, the first step involves accessing Pabbly Connect. This powerful automation tool allows seamless integration between various applications.

Start by visiting the Pabbly website. If you already have an account, click on ‘Sign In’. If not, select ‘Sign Up for Free’ to create your account. Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the blue button labeled ‘Create Workflow’ to initiate the process. Name your workflow something like ‘Create Leads in Zoho from Calendly Events’. After naming, click ‘Create’ to set up a blank workflow.

• Click on the trigger application box.
• Select Calendly as your trigger application.
• Choose the trigger event ‘Invitee Created’.

After selecting the trigger, connect your Calendly account to Pabbly Connect. This connection allows Pabbly to access data from your Calendly events, enabling the automation of lead creation in Zoho CRM.

3. Setting Up the Trigger with Calendly

Once your Calendly account is connected, the next step is to test the trigger. Create a new event in Calendly and add an invitee. This action will generate data that Pabbly Connect can utilize to create a lead in Zoho CRM.

After creating the invitee, return to Pabbly Connect and click on ‘Save and Send Test Request’. You will see a response containing the invitee’s details, such as their name and email address. This confirms that the trigger setup is successful.

4. Configuring Action in Zoho CRM

With the trigger successfully set up, it’s time to configure the action in Zoho CRM. Select Zoho CRM as your action application and choose the event ‘Create Lead’. This event will allow you to create a new lead based on the invitee’s information captured from Calendly. using Pabbly Connect

• Connect your Zoho CRM account to Pabbly Connect.
• Enter the required fields for creating a lead, such as company name and email.
• Map the data from the trigger step to the respective fields in Zoho.

Ensure that you fill in all required fields, using the mapped data from the Calendly invitee. After filling in the details, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Zoho CRM.

5. Verifying New Leads in Zoho CRM

After the test request, check your Zoho CRM for the newly created lead. Refresh your leads list, and you should see the invitee’s details populated as a new lead. This shows that the integration via Pabbly Connect is functioning correctly.

Now, every time a new invitee registers for your Calendly event, a corresponding lead will automatically be created in Zoho CRM, streamlining your lead management process.

Conclusion

Integrating Calendly with Zoho CRM using Pabbly Connect allows for efficient lead management. By automating the creation of leads from new Calendly events, you can ensure that your CRM is always updated with the latest information, enhancing your workflow and productivity.