How to Create Notion Database Items for New Calendly Invitees Using Pabbly Connect

Learn how to integrate Calendly with Notion using Pabbly Connect to automatically create database items for new invitees. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Notion database items for new Calendly invitees, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly website and signing up for a free account.

After signing up, log in to your Pabbly Connect account. Once logged in, locate the ‘Connect’ option on the dashboard. Click on it to begin setting up your integration workflow between Calendly and Notion.

2. Setting Up Trigger Event in Pabbly Connect

Now, let’s set up the trigger event in Pabbly Connect. This will allow us to capture new bookings made in Calendly. Click on ‘Create Workflow’ and name it ‘Calendly to Notion’. This step is crucial as it defines the workflow for your integration.

• Select Calendly as your trigger app.
• Choose the trigger event as ‘New Invitee Created’.
• Connect your Calendly account by entering the API key.

After configuring the trigger, you will receive a webhook URL from Pabbly Connect. This URL is essential as it will be used to send data from Calendly to Pabbly Connect whenever a new invitee is created.

3. Creating Notion Database for Invitees

Next, we will create a database in Notion to store the details of new invitees. Access your Notion account and create a new workspace named ‘Calendly Data’. Within this workspace, create a new table called ‘Invitees’ to hold the data.

• Add columns for Name, Email, Event, and Date.
• Ensure the table is set to be shareable.
• Copy the integration token from Notion.

This setup allows Pabbly Connect to send data from Calendly directly into your Notion database, ensuring all new invitees are logged automatically.

4. Configuring Action Event in Pabbly Connect

With the trigger set up, the next step is configuring the action event in Pabbly Connect. Select Notion as your action app and choose the action event ‘Create Database Item’. This step is crucial for mapping the data received from Calendly into your Notion database.

Enter the integration token you copied from Notion to connect your database. Once connected, you will map the fields from Calendly to the corresponding columns in your Notion database. This ensures that each new invitee’s details are accurately recorded.

5. Testing the Integration

Finally, it’s time to test your integration using Pabbly Connect. Schedule a dummy event in Calendly to see if the data flows correctly to Notion. Once you complete the booking, check your Notion database to confirm that the new invitee’s details have been added.

If everything is set up correctly, you should see the new entry in your Notion table, reflecting the invitee’s name, email, event, and date. This process confirms that your integration between Calendly and Notion through Pabbly Connect is functioning as intended.

Conclusion

Using Pabbly Connect, you can effortlessly integrate Calendly and Notion to automate the creation of database items for new invitees. This integration streamlines your workflow and saves time, making it easier to manage your scheduling and data organization.