Automatically Create HubSpot CRM Contacts from Calendly with Pabbly Connect

Learn how to automatically create HubSpot CRM contacts whenever a new invitee is created in Calendly using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect. This platform allows you to automate workflows between Calendly and HubSpot CRM efficiently. You will need to create an account if you do not have one already.

Once logged in, navigate to the dashboard where you can create a new workflow. Select the option to create a new workflow and give it a name relevant to the integration, such as ‘Calendly to HubSpot CRM’. This will help you track your automation easily.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up a trigger that starts the integration process. Choose Calendly as the trigger application. This is where Pabbly Connect shines, as it allows you to connect with various applications seamlessly.

• Select ‘New Invitee Created’ as the trigger event.
• Connect your Calendly account by following the authentication prompts.
• Test the trigger to ensure it captures invitee data correctly.

After setting the trigger, ensure that you have the necessary permissions granted to Pabbly Connect for accessing your Calendly data. This step is crucial for the workflow to function smoothly.

3. Configuring the Action to Create HubSpot CRM Contact

Next, you will configure the action that takes place once a new invitee is created in Calendly. Select HubSpot CRM as the action application in Pabbly Connect. This allows you to create a new contact automatically.

• Choose ‘Create Contact’ as the action event.
• Authenticate your HubSpot account by providing the required API key.
• Map the fields from Calendly to HubSpot, such as first name, last name, and email.

Make sure to test this action as well to confirm that the contact is created in HubSpot CRM with the correct details. This validation ensures that your setup is functioning as intended.

4. Finalizing the Integration in Pabbly Connect

After successfully testing both the trigger and action, it’s time to finalize the integration. In Pabbly Connect, ensure that all mappings are correct and that you have saved your workflow. This step is essential to avoid any data loss or errors.

You can also enable scheduling or additional filters if needed, depending on your specific requirements. This flexibility is one of the key benefits of using Pabbly Connect for your integrations.

Finally, activate your workflow to start automatically creating HubSpot CRM contacts whenever a new invitee is created in Calendly. This automation will save you time and ensure your contact list is always up to date.

5. Monitoring the Integration Process

Once your integration is live, you can monitor its performance directly from the Pabbly Connect dashboard. This feature allows you to track the number of contacts created in HubSpot CRM from Calendly invites.

Regularly check for any errors or issues that might arise during the integration process. Pabbly Connect provides logs and error notifications to help you troubleshoot any problems quickly.

This proactive approach ensures that your integration remains functional and efficient, allowing you to focus on your core business activities without worrying about manual data entry.

Conclusion

In conclusion, using Pabbly Connect to automatically create HubSpot CRM contacts from new invitees in Calendly streamlines your workflow significantly. This integration not only saves time but also enhances data accuracy, ensuring your CRM is always updated with the latest information.