Integrate Calendly with Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly with Zoho CRM using Pabbly Connect. Follow this detailed tutorial for seamless automation of contact creation. 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 start integrating Calendly with Zoho CRM, you first need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you do not have an account, click on the ‘Sign up for free’ button. This process only takes a couple of minutes and provides you with 100 free tasks each month.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. This action allows you to set up the automation process. Name your workflow, for example, ‘Create Calendly Invite as Zoho Contact’ and select the appropriate folder for saving it. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will now see the trigger and action setup window.

In this window, you will set the trigger application to Calendly. Select Calendly as your trigger application and choose the event ‘Invite Created’. This step is crucial as it defines what action will initiate the automation process.

3. Connecting Calendly to Pabbly Connect

To connect Calendly with Pabbly Connect, click on the ‘Connect’ button next to the trigger event. You will need to add a new connection by selecting ‘Connect with Calendly’. Ensure that you are logged into your Calendly account, as this will facilitate the connection process.

Once connected, you will need to select your organization and user from the dropdown menu. After mapping these details, click on the ‘Save and Continue’ button. Note that a Calendly Pro Plan is required for this integration to work seamlessly.

4. Setting Up Zoho CRM as Action in Pabbly Connect

Now that Calendly is connected, you will set up Zoho CRM as the action application in Pabbly Connect. Search for Zoho CRM and select it as your action application. Choose the action event ‘Create Contact’ to automate the contact creation process.

• Click on the ‘Connect’ button to establish a connection with Zoho CRM.
• Provide your Zoho domain when prompted.
• Accept the permissions to allow Pabbly Connect to access your Zoho CRM account.

Once connected, fill in the required details for creating a new contact. Use the mapping feature to pull in data from the Calendly invite, ensuring that all relevant information is captured accurately in Zoho CRM.

5. Testing the Integration to Ensure Functionality

After setting up the action, it is essential to test the integration. Go back to your Calendly account and create a new invite to trigger the automation. Fill in the invite details, including the name, email, and phone number of the invitee, and schedule the event.

Once the invite is created, return to Pabbly Connect to check for the response. If successful, you will see the invite details populated in the Pabbly Connect dashboard. This indicates that the invite has been successfully added to Zoho CRM as a new contact.

Repeat the process by creating additional invites in Calendly to verify that the integration works consistently. Every new invite should automatically create a contact in Zoho CRM, streamlining your workflow and ensuring data accuracy.

Conclusion

By following these steps, you can effectively integrate Calendly with Zoho CRM using Pabbly Connect. This automation not only saves time but also enhances the accuracy of your CRM data, allowing you to focus on building relationships with clients.