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

Learn how to seamlessly integrate Calendly with Zoho CRM using Pabbly Connect. This detailed tutorial walks you through the setup process step by step. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin integrating Calendly with Zoho CRM, you need to access Pabbly Connect. This platform allows you to create automated workflows without coding. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, navigate to the dashboard. Here, you will create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Create Calendly Invite as Zoho Contact’), and select a folder to save it. This setup will initiate the connection between Calendly and Zoho CRM.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be Calendly, which initiates the workflow when a new invite is created. Select Calendly as your trigger application and choose the event ‘Invite Created.’ This event will notify Pabbly Connect whenever a new invite is scheduled.

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

After connecting, ensure you have a Calendly Pro Plan, as this is required for the integration. Once the connection is established, you will see a prompt indicating that Pabbly Connect is waiting for a response from Calendly.

3. Creating a Contact in Zoho CRM with Pabbly Connect

Now that your trigger is set, it’s time to configure the action step in Pabbly Connect. The action application will be Zoho CRM, where you will create a new contact every time a new invite is scheduled in Calendly. Select Zoho CRM as your action application and choose the ‘Create Contact’ action event.

To connect Zoho CRM with Pabbly Connect, you need to enter your Zoho domain. You can find this domain in your Zoho CRM account URL. After entering the domain, click on the connect button to establish the link. Once connected, you will be prompted to fill in the contact details using the invite information from Calendly.

• Map the first name, last name, email, and phone number from the Calendly invite to the Zoho CRM contact fields.
• Select the lead source as ‘Partner’ in Zoho CRM.
• Save and test the action to ensure it works correctly.

After saving, Pabbly Connect will send a test request to Zoho CRM. If successful, you will see a confirmation message indicating that a new contact has been created in Zoho CRM.

4. Testing the Integration Between Calendly and Zoho CRM

With the integration set up in Pabbly Connect, it’s time to test if everything is working as expected. Go to your Calendly account and create a new invite. Fill in the necessary details, such as the first name, last name, email, and phone number, then schedule the event.

Once the invite is scheduled, return to Pabbly Connect. You should see a response with all the details of the invite you just created. This confirms that the data is being captured correctly. If you see the invite details in Pabbly Connect, it means the trigger is working properly.

Check your Zoho CRM account to verify that the new contact has been added. Ensure all invite details are accurately reflected in the Zoho CRM contact. Repeat the process with additional invites to confirm consistency.

By following these steps, you can ensure that every new invite from Calendly automatically creates a new contact in Zoho CRM, streamlining your workflow.

5. Conclusion: Automate Your CRM with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Calendly with Zoho CRM is a powerful way to automate your contact management. By following the steps outlined in this tutorial, you can save time and ensure that your CRM data is always up-to-date.

With every new invite scheduled in Calendly, a corresponding contact is created in Zoho CRM, allowing you to focus on building relationships rather than administrative tasks. This integration enhances productivity and accuracy in your business processes.

By leveraging the capabilities of Pabbly Connect, you can automate various applications and improve your workflow efficiency. Start integrating today!