Integrating Calendly and Chat Race CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly and Chat Race CRM using Pabbly Connect for seamless automation. Step-by-step tutorial for efficient client management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Calendly with Chat Race CRM, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should select ‘Sign In’ to access their dashboard. Once logged in, find the option to access Pabbly Connect and click on ‘Access Now’ to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. Name your workflow something descriptive, like ‘Create Chat Race Contact for Calendly Invite’.

• Click on ‘Create’ to proceed to the workflow window.
• Select your trigger application, which in this case is Calendly.
• Choose the trigger event as ‘Invite Created’ to initiate the workflow.

Once you have set up the trigger application, you can connect your Calendly account to Pabbly Connect. This integration will allow you to automatically create a contact in Chat Race when a new invite is created in Calendly.

3. Connecting Calendly to Pabbly Connect

To connect Calendly, click on the ‘Connect’ button after selecting the trigger event. If you have not previously connected your Calendly account, choose the option to add a new connection. using Pabbly Connect

Once prompted, log into your Calendly account to establish the connection. After successfully connecting, you will need to select your organization and user from the dropdown menu. Finally, click on ‘Save and Send Test Request’ to capture the response from Calendly.

4. Creating a Chat Race Contact Using Pabbly Connect

After capturing the response from Calendly, the next step is to create a new contact in Chat Race. For this, you will select Chat Race as your action application in Pabbly Connect.

Choose the action event as ‘Create New Contact’ and click on ‘Connect’. If you have not connected your Chat Race account before, you will need to add a new connection using your API access token, which can be found in your Chat Race account settings under Integrations.

• Map the required fields such as first name, last name, email, and phone number from the Calendly response.
• Click on ‘Save and Send Test Request’ to create the contact in Chat Race.

Once you complete these steps, you can check your Chat Race account to confirm that the new contact has been created successfully.

5. Adding Custom Fields in Chat Race with Pabbly Connect

In addition to creating a new contact, you might want to add custom fields to store additional information such as the property of interest. To do this, go back to your Pabbly Connect workflow and add another action step. using Pabbly Connect

Select Chat Race again and choose the action event as ‘Set Custom Fields’. You will need to map the contact ID from the previous step and specify the custom field for the property of interest.

Map the property of interest value from the Calendly response. Click on ‘Save and Send Test Request’ to update the contact with the custom field.

After executing these steps, verify in Chat Race that the custom field has been added to the contact successfully. This ensures that all relevant information is captured for effective client management.

Conclusion

In this tutorial, we explored how to integrate Calendly and Chat Race CRM using Pabbly Connect. This integration automates the process of creating contacts and adding custom fields, streamlining client management while saving time on manual data entry. By following these steps, you can enhance your lead management efficiency and ensure timely follow-ups with potential clients.