How to Integrate Calendly with Zendesk Sell Using Pabbly Connect

Learn how to seamlessly integrate Calendly with Zendesk Sell using Pabbly Connect. Follow our step-by-step guide to automate lead creation from new Calendly invitees. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Zendesk Sell, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. You can sign up for free, which allows you to test the integration without any coding knowledge.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to facilitate the integration between Calendly and Zendesk Sell. This is where the automation begins.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Calendly to Zendesk Sell.’ This name helps you identify the workflow later.

• Select ‘Calendly’ as the application in the workflow.
• Choose the trigger event as ‘Invite Created’.
• Connect your Calendly account using the API key.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for capturing data from Calendly whenever a new invitee is created. You will need to paste this URL into your Calendly account settings to complete the connection.

3. Capturing Webhook Response from Calendly

Next, you will capture the webhook response in Pabbly Connect. After saving the webhook URL in Calendly, create a test invite to ensure the connection works. This step verifies that Pabbly Connect is receiving data correctly from Calendly.

• Schedule a meeting in Calendly with the details such as name and email.
• Return to Pabbly Connect and click on ‘Capture Webhook Response’.
• Verify that the invite details are captured successfully.

Once the response is captured, you can see all relevant data like invite name, email, and meeting time. This data will be used to create a lead in Zendesk Sell.

4. Creating a Lead in Zendesk Sell

After capturing the webhook response, the next step is to create a lead in Zendesk Sell using Pabbly Connect. Click on the ‘+’ icon to add a new action step and select ‘Zendesk Sell’ as the application.

Choose the action event as ‘Create Lead’. Connect your Zendesk Sell account by providing necessary credentials. You will need to map the data received from Calendly to the appropriate fields in Zendesk Sell, such as first name, last name, and email.

5. Finalizing the Integration and Testing

Finally, finalize the integration in Pabbly Connect by saving the workflow. Conduct a test by scheduling another meeting in Calendly to ensure that a new lead is created in Zendesk Sell automatically.

Check your Zendesk Sell account to confirm that the lead has been created with the correct details. This process demonstrates how Pabbly Connect automates the lead creation from new Calendly invitees, streamlining your workflow effectively.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to integrate Calendly with Zendesk Sell. By following the steps outlined, you can automate lead creation efficiently, saving time and enhancing productivity.