Watch Step By Step Video Tutorial Below

1. Introduction to Calendly and Salesflare

Calendly is a powerful meeting scheduling software, while Salesflare serves as a comprehensive CRM tool. Integrating these two applications enhances your workflow efficiency.

Whenever a new invite is created in Calendly, it should automatically create a contact in Salesflare. This integration streamlines your scheduling process significantly.

2. The Role of Pabbly Connect

To connect Calendly and Salesflare, we utilize Pabbly Connect. This tool acts as a bridge between the two applications, allowing data flow seamlessly.

Since Calendly and Salesflare do not have a built-in integration, Pabbly Connect facilitates this connection with a straightforward process.

3. Creating a Workflow in Pabbly Connect

First, visit the Pabbly Connect website and sign in to your account. If you don’t have an account, you can create one in just a few minutes.

Once logged in, navigate to the “Connect” section. Click on the “Create Workflow” button and name your workflow, such as “Calendly to Salesflare” for clarity.

4. Setting Up the Trigger and Action

In the trigger window, select Calendly as your app and set the trigger event to “Invite Created.” This ensures that every new invite triggers an action in Salesflare.

Next, connect your Calendly account by entering the API key found in the Integrations section of Calendly. After saving, initiate a test to confirm that Pabbly Connect is linked with Calendly.

5. Mapping Data to Salesflare

After capturing the invite details from Calendly, you need to set the action to Salesflare. Choose “Create a Contact” as the action method.

Connect to Salesflare by entering the API key from the settings page. Map the required fields, such as email and name, from the captured invite data to ensure proper data entry in Salesflare.

Conclusion

This guide illustrates how to integrate Calendly with Salesflare using Pabbly Connect, allowing seamless contact creation from scheduling invites.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.