Learn how to integrate Calendly with Airtable using Pabbly Connect to automatically create records for new invitees. Follow this detailed tutorial for a seamless setup.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To integrate Calendly with Airtable, we will use Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can create one for free in just a few minutes.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Calendly to Airtable’.
2. Setting Up the Trigger in Pabbly Connect
In the new workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation. Choose Calendly as your trigger application and select the event as ‘Invitee Created’. using Pabbly Connect
- Select Calendly in the trigger application.
- Choose the trigger event: Invitee Created.
- Click on the Connect button to link your Calendly account.
Next, you will need to copy the API key from your Calendly account. Go to the integrations page in Calendly, copy the API key, and paste it into the Pabbly Connect interface. Click ‘Save’ to store your credentials.
3. Setting Up the Action in Pabbly Connect
After setting up the trigger, you need to configure the action. Select Airtable as your action application and choose the event as ‘Create Record’. Again, click on the Connect button to link your Airtable account. using Pabbly Connect
- Choose Airtable for the action application.
- Select the action event: Create Record.
- Connect your Airtable account by providing the API key.
In Airtable, navigate to your account settings to find the API key. Copy it and paste it into Pabbly Connect. After saving, you’ll need to select the base and table where records will be created.
4. Mapping Data from Calendly to Airtable
Once the connection is established, you need to map the data from Calendly to Airtable. You will see fields from your Airtable table that need to be filled with data from the Calendly invitee. using Pabbly Connect
Fill in the fields such as Invitee Name, Email, Meeting Agenda, Start Date, and Time. Click on the respective fields in Pabbly Connect and select the corresponding data from the Calendly trigger.
Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This will send a test record to Airtable. You should see the record appear in your Airtable base, confirming that the integration works as intended.
5. Finalizing the Integration Process with Pabbly Connect
After confirming that the test record has successfully been created in Airtable, you can finalize your workflow. This integration allows new Calendly invitees to automatically create records in Airtable without any manual input.
Whenever a new invitee is created in Calendly, Pabbly Connect will trigger the action to create a new record in Airtable, streamlining your workflow. This process is efficient and requires no coding knowledge, making it accessible for everyone.
Conclusion
By following this tutorial, you can easily integrate Calendly with Airtable using Pabbly Connect. This setup automates the process of creating records for new invitees, saving you time and effort. Enjoy seamless integration and enhanced productivity!
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