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

Learn how to integrate Calendly and Chat Race CRM using Pabbly Connect for seamless automation and efficient client management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. If you are a new user, you can sign up for free and get 100 tasks each month.

Existing users should click on the ‘Sign In’ button. Once logged in, navigate to the Pabbly Connect dashboard, where you can create a new workflow for the integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Calendly and Chat Race CRM using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately.

• Select a name for your workflow, e.g., ‘Create Chat Race Contact for Calendly Invite’.
• Choose a folder to save the workflow, such as ‘Automations’.

After naming your workflow, click ‘Create’. This opens the workflow window where you can set triggers and actions for your integration.

3. Setting Up the Trigger Application

To start automating with Pabbly Connect, select Calendly as your trigger application. This means that when a new invite is created in Calendly, the workflow will be activated.

Choose the trigger event as ‘Invite Created’. Click on ‘Connect’ to establish a connection with your Calendly account. If you haven’t connected it yet, select ‘Add New Connection’.

• You will need to log in to your Calendly account to authorize the connection.
• Once connected, select your organization and user within Calendly.

After saving the connection, proceed to test the connection to ensure it is working correctly with Pabbly Connect.

4. Setting Up the Action Application in Chat Race

Now that your trigger is set, it’s time to select Chat Race as the action application in Pabbly Connect. This action will create a new contact in Chat Race whenever a new invite is created in Calendly.

Select ‘Create New Contact’ as the action event. Similar to the trigger setup, click ‘Connect’ to link your Chat Race account. If you haven’t connected it yet, you will need the API access token from your Chat Race settings.

Navigate to Chat Race settings and find the API access token under the ‘Integrations’ section. Copy the token and paste it into the Pabbly Connect action setup.

Once connected, map the necessary fields such as first name, last name, email, and phone number from the response received from Calendly. This ensures that the contact details are automatically populated in Chat Race.

5. Testing the Integration with Pabbly Connect

After setting up both the trigger and action applications, it’s essential to test the integration. Use Pabbly Connect to conduct a test submission through Calendly.

Book a test appointment in Calendly, entering details like name, email, and property of interest. Once scheduled, check your Chat Race account to confirm that the new contact has been created with the correct details.

Ensure the contact appears in Chat Race with all mapped fields populated accurately. Verify that any custom fields, such as property of interest, are also included.

With successful testing, you can now automate your client management process efficiently using Pabbly Connect.

Conclusion

This tutorial covered how to integrate Calendly and Chat Race CRM using Pabbly Connect. By automating the process, you can streamline client management and enhance your efficiency.

Utilizing Pabbly Connect allows for easy setup and management of integrations, ensuring timely follow-ups and personalized communication while saving time on manual data entry.