Calendly Zoom Integration Using Pabbly Connect: Step-by-Step Guide

Learn how to integrate Calendly with Zoom using Pabbly Connect. This detailed tutorial covers every step to automate meeting creation for new Calendly invitees. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect. This platform allows you to connect Calendly and Zoom seamlessly. Start by logging into your Pabbly Connect account or create a new one if you don’t have it yet.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which can be something like ‘Calendly to Zoom Integration.’ This will set the stage for automating the meeting creation process.

2. Choosing Applications in Pabbly Connect

The next step involves selecting the applications you want to integrate. In this case, you will choose Calendly as the trigger application and Zoom as the action application. This is where Pabbly Connect shines, allowing you to automate tasks between these two platforms.

• Select ‘Calendly’ from the list of applications.
• Choose the trigger event as ‘New Invitee Created’.
• Connect your Calendly account by providing the necessary API key.

After setting up Calendly, proceed to select Zoom as your action application. Under the action event, choose ‘Create Meeting’. This integration will ensure that every time a new invitee is created in Calendly, a corresponding meeting will be set up in Zoom.

3. Configuring Trigger and Action Settings

With both applications selected, you now need to configure the trigger and action settings in Pabbly Connect. Start by testing the trigger to ensure it pulls in data from Calendly correctly. This step is crucial to verify that Pabbly Connect is functioning as expected.

Once the trigger is set up, move on to the action configuration. Here, you will need to fill in the details for the Zoom meeting, such as the meeting topic, date, and time. Make sure to map the fields from the Calendly invitee data to the corresponding Zoom meeting fields.

• Set the meeting topic to include the invitee’s name.
• Choose the correct date and time based on the Calendly invite.
• Configure any additional settings as required.

After you have filled in the necessary details, save the action settings. This will finalize the integration setup.

4. Testing Your Pabbly Connect Integration

After completing the configuration, it’s essential to test your integration. Click on the ‘Test & Review’ button in Pabbly Connect. This will simulate the process and check if a meeting is created in Zoom for a new Calendly invitee. Testing ensures that everything is working as intended.

If the test is successful, you will see a confirmation message indicating that the meeting was created in Zoom. If there are any issues, revisit your settings to make necessary adjustments. Testing is a critical step in ensuring the reliability of your automation.

5. Activating Your Pabbly Connect Workflow

Once testing is complete and successful, you can activate your workflow in Pabbly Connect. This means that every time a new invitee is created in Calendly, a Zoom meeting will be automatically scheduled without any manual intervention. This automation saves time and increases efficiency.

To activate your workflow, simply toggle the switch to ‘On’ in your Pabbly Connect dashboard. You can monitor the workflow performance and make adjustments as necessary. This seamless integration allows for a smooth experience for both you and your clients.

Conclusion

In this tutorial, we explored how to integrate Calendly with Zoom using Pabbly Connect. By following the steps outlined, you can automate the creation of Zoom meetings for new Calendly invitees, enhancing your scheduling efficiency. This integration simplifies your workflow and ensures you never miss a meeting again.