Integrating Calendly with Other Applications Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate your workflows by integrating Calendly with various applications using Pabbly Connect. Follow this detailed tutorial for seamless automation! 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. Setting Up Pabbly Connect with Calendly

To begin the integration process, you will first need to access Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button. This will allow you to set up a new automation workflow that connects Calendly with other applications.

After creating the workflow, select Calendly as the trigger application. Choose the trigger event ‘Invitee Created’ to ensure that every time a new appointment is booked, it triggers the workflow. This setup is crucial for automating the process of adding invitees to other applications through Pabbly Connect.

2. Connecting Calendly to Pabbly Connect

Next, you need to establish a connection between Calendly and Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. You will be prompted to connect to your Calendly account. Once connected, Pabbly Connect will automatically fetch your organization and user details.

• Ensure you have a Calendly Pro Plan to access these features.
• Select the correct organization and user from the dropdown.

After establishing the connection, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to wait for a response from Calendly, confirming the setup is successful. You can now proceed to create a test invitee in Calendly to see if the connection works.

3. Creating a Test Invitee in Calendly

To test the integration, navigate to your Calendly booking page and create a new event. Fill in the required details such as name, email address, and event type. For instance, you may name the event ‘Astrology Consultation’ and set a time for the appointment.

Once you click on the ‘Schedule Event’ button, the details of this invitee will be sent to Pabbly Connect. You will see the response in your Pabbly Connect workflow, which confirms that the integration is functioning correctly. This confirmation will include all the invitee details you just entered.

4. Integrating with Other Applications via Pabbly Connect

Now that you have successfully connected Calendly to Pabbly Connect, you can integrate it with various other applications, such as Google Sheets, Slack, or Discord. For example, if you want to send notifications to a Discord channel whenever a new invitee registers, select Discord as your action application.

• Choose the action event ‘Send Channel Message’ in Discord.
• Map the invitee details from the Calendly response to the Discord message.

By doing this, you ensure that every new registration in Calendly is communicated to your team via Discord, streamlining your workflow significantly. Make sure to test this integration by creating another invitee and confirming that the message appears in Discord.

5. Finalizing Your Automation Workflow with Pabbly Connect

Once you have set up all necessary integrations, it’s time to finalize your workflow in Pabbly Connect. Review all the connections and make sure that each application is correctly linked. Ensure that your triggers and actions are set up as intended.

After finalizing your setup, you can enable the workflow. This will allow Pabbly Connect to automatically handle the integrations without needing manual input. You can now sit back and let Pabbly Connect do the work of syncing your Calendly events with your chosen applications.

Conclusion

In this tutorial, we explored how to integrate Calendly with various applications using Pabbly Connect. By automating these workflows, you can save time and improve efficiency in managing your appointments and communications.