Automate Calendly and Microsoft Excel Integration with Pabbly Connect

Learn how to automate the integration of Calendly and Microsoft Excel using Pabbly Connect. Follow this step-by-step guide for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Calendly and Microsoft Excel Integration

To automate the process of adding new invitees from Calendly to Microsoft Excel, you need to set up Pabbly Connect. First, log in to your Pabbly Connect dashboard. If you don’t have an account, you can create a free one in just two minutes.

Once logged in, click on the blue ‘Create Workflow’ button. You will be prompted to name your workflow, which in this case is ‘Add New Invitees of Calendly to MS Excel.’ After naming it, click the ‘Create’ button to proceed.

2. Selecting Applications in Pabbly Connect

In Pabbly Connect, you will need to select the applications for the integration. The trigger application will be Calendly, and the action application will be Microsoft Excel. This means that whenever an invite is created in Calendly, the details will be sent to Microsoft Excel.

• Choose Calendly as the trigger application.
• Select ‘New Invitee’ as the trigger event.
• Connect your Calendly account to Pabbly Connect.

After connecting, you will need to test the trigger to ensure it captures the invite details correctly. Click on ‘Save and Send Test Request’ to retrieve the latest invite details from Calendly.

3. Formatting Date and Time Using Pabbly Connect

Next, you will format the date and time using the features provided by Pabbly Connect. Since Calendly sends the date and time in UTC format, you need to convert it to your local time zone.

To do this, add a new step in your workflow by clicking the plus icon and selecting the ‘Format Date’ feature. Map the date and time from the previous step and set the appropriate time zones. You will need to:

• Select the start date from the Calendly data.
• Choose UTC as the from time zone.
• Select your local time zone (e.g., Asia/Kolkata) as the to time zone.

After setting this up, click ‘Save and Send Test Request’ to confirm that the date and time are formatted correctly.

4. Adding Data to Microsoft Excel via Pabbly Connect

Now that you have formatted the date and time, the next step is to add the invitee details to Microsoft Excel. In Pabbly Connect, select Microsoft Excel as the action application and choose ‘Add Row’ as the action event.

Connect your Microsoft Excel account to Pabbly Connect. After connecting, select the specific worksheet where you want to add the invitee details. Ensure that the columns in your Excel sheet match the data fields you want to populate.

Map the event name, invitee name, phone number, email, start time, and end time to their respective columns. Test the action by clicking ‘Save and Send Test Request’.

Once the test is successful, refresh your Excel sheet to see the new invitee details added automatically.

5. Conclusion

In this tutorial, you learned how to automate the integration of Calendly and Microsoft Excel using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that every new invitee is recorded in Excel without manual effort. This automation saves time and enhances productivity.

Utilizing Pabbly Connect for such integrations allows you to focus on more important tasks while the automation handles the repetitive work. Start using Pabbly Connect today to enhance your business automation!