Integrating Calendly with Pabbly Email Marketing for Seamless Automation

Learn how to integrate Calendly with Pabbly Email Marketing using Pabbly Email Marketing for automated email list management and marketing campaigns. Build effective email marketing workflows that nurture leads and drive conversions through personalized content and perfect timing.

Watch Step By Step Video Tutorial Below

1. Setting Up Webhook for Calendly Integration with Pabbly Email Marketing

To integrate Calendly with Pabbly Email Marketing, the first step is to set up a webhook. A webhook allows data to be transferred automatically between Calendly and Pabbly Email Marketing whenever an appointment is booked. This ensures that any email registered in Calendly will be added as a subscriber in Pabbly Email Marketing.

Start by logging into your Calendly account. Navigate to the integrations section and locate the option to create a webhook subscription. You will need to enter a URL where the webhook will send data. This URL will be provided by Pabbly Connect once you create a workflow.

2. Creating a Workflow in Pabbly Connect

Next, access Pabbly Connect to create a new workflow. Log into your Pabbly Email Marketing account and click on the ‘Connect’ option. Here, you can create a new workflow specifically for integrating Calendly with Pabbly Email Marketing. Name your workflow something like ‘Calendly to Pabbly Email Marketing’ to keep things organized.

• Click on the ‘Add New Workflow’ button.
• Enter the workflow name and save it.
• You will see a webhook URL generated for your workflow.

This URL is crucial as it will be used in Calendly to send data whenever an event occurs. Make sure to copy this URL and keep it handy for the next step.

3. Configuring Calendly to Use the Webhook

Now that you have the webhook URL from Pabbly Connect, go back to your Calendly account. In the webhook settings, paste the copied URL. You will need to configure the webhook to listen for specific events, such as when a new invite is created. This ensures that every time someone books an appointment, their details are sent to Pabbly Email Marketing.

In the Calendly webhook settings, set the event type to ‘Invite Created’. This means that whenever a new appointment is scheduled, the details will be sent to the Pabbly Email Marketing system. After entering the necessary information, save the settings to finalize the webhook configuration.

4. Testing the Integration with Pabbly Email Marketing

With the webhook set up, it’s time to test the integration. Go back to Pabbly Connect and start capturing webhook responses. This will allow you to see if the data from Calendly is being received correctly. Schedule a new appointment in Calendly to trigger the webhook.

Once the appointment is scheduled, check Pabbly Connect to see if the webhook response has been captured. You should see the details of the appointment, including the email address of the person who booked it. This confirms that the integration is working correctly and that the data is being sent to Pabbly Email Marketing.

5. Adding Subscribers to Pabbly Email Marketing

The final step is to ensure that the data received through the webhook is added as subscribers in Pabbly Email Marketing. Go back to your workflow in Pabbly Connect and add a new action step to add subscribers to your email list.

Choose the option to add a subscriber and map the data received from the webhook to the corresponding fields in Pabbly Email Marketing. For example, map the email address and name fields to ensure that the subscriber information is correctly entered into your email marketing list.

Once you’ve configured this step, send a test request to verify that the subscriber is added to your list successfully. Upon successful execution, you will see the new subscriber reflected in your Pabbly Email Marketing account, confirming that the integration is complete.

Conclusion

Integrating Calendly with Pabbly Email Marketing using Pabbly Connect allows for seamless automation of your email marketing efforts. By following the steps outlined above, you can ensure that every new appointment booked in Calendly results in an automatic addition to your email list, enhancing your marketing capabilities.