Integrate Calendly with ActiveCampaign, Google Sheets, and Slack Using Pabbly Connect

Learn how to seamlessly integrate Calendly with ActiveCampaign, Google Sheets, and Slack using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the integration process, we will use Pabbly Connect, the central platform for connecting various applications. First, navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser.

Once there, you will see options to either sign in or sign up for free. If you are a new user, select the sign-up option to receive 100 free tasks per month. As an existing user, click on sign in, access your dashboard, and select the ‘Create Workflow’ button to start.

Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow. For this integration, name it ‘Calendly to ActiveCampaign, Google Sheets, and Slack’ and choose a folder to save it in. using Pabbly Connect

In this workflow, we will set up triggers and actions. The trigger will be based on a new appointment scheduled in Calendly, which will activate the actions to create a contact in ActiveCampaign, update Google Sheets, and send a notification via Slack.

• Select ‘Calendly’ as the trigger application.
• Choose ‘Invite Created’ as the trigger event.
• Connect your Calendly account.

After saving the trigger, proceed to capture the response by booking a test appointment in your Calendly account. This will ensure that Pabbly Connect receives the necessary data for the next steps.

Setting Up Actions in Pabbly Connect

With the trigger set, the next step involves configuring actions in Pabbly Connect. The first action will be to create a new contact in ActiveCampaign. Search for ActiveCampaign in the action application section.

Choose the action event as ‘Create or Update Contact’ and connect your ActiveCampaign account by providing the required API key and URL. Remember to map the email, first name, and last name from the previous step to create a dynamic contact entry.

• Select ‘Google Sheets’ as the next action application.
• Choose ‘Add New Row’ as the action event.
• Map the relevant details such as client name, email, and property of interest.

Finally, set up the last action to send a notification via Slack. Choose Slack as the action application, select ‘Send Channel Message’, and connect your Slack account. Map the message content to include the client details.

Testing the Workflow in Pabbly Connect

After setting up the actions, it’s crucial to test the entire workflow to ensure everything functions correctly. Go back to your Calendly account and book a new appointment to trigger the workflow.

Once the appointment is scheduled, check each application to verify that the data has been transferred successfully. For instance, confirm that a new contact has been created in ActiveCampaign, the appointment details are present in Google Sheets, and the Slack channel has received the notification about the new appointment.

By utilizing Pabbly Connect, you can automate this entire process without any coding knowledge, ensuring a seamless integration between Calendly, ActiveCampaign, Google Sheets, and Slack.

Conclusion

This tutorial demonstrated how to integrate Calendly with ActiveCampaign, Google Sheets, and Slack using Pabbly Connect. By automating your workflows, you can save time and improve efficiency in managing client appointments and communications.

With Pabbly Connect, you can easily set up these integrations without any programming skills, allowing you to focus on growing your business.