How to Create Systeme.io Contact from Calendly Invitee Using Pabbly Connect

Learn how to create a Systeme.io contact from a Calendly invitee using Pabbly Connect. This detailed tutorial covers every step of the integration process. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Systeme.io contact from a Calendly invitee, first, you need to access Pabbly Connect. This platform enables seamless integration between different applications without any coding.

Visit the Pabbly Connect homepage by entering the URL in your browser. You will find options to sign in or sign up for free. New users can create an account and receive 100 free tasks each month to explore the platform.

2. Creating a New Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ option in Pabbly Connect. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Create Systeme.io Contact from Calendly Invitee’.

• Choose a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger will be Calendly, while the Action will be Systeme.io. This setup allows you to automate the process effectively.

3. Setting Up Trigger with Calendly

In this step, select Calendly as your trigger application in Pabbly Connect. Choose the trigger event as ‘Invite Created User’ to capture new invites automatically.

Click on ‘Connect’ and select ‘Add New Connection’ to link your Calendly account with Pabbly Connect. Ensure you are logged into your Calendly account for a smooth authorization process.

• Select the organization and user managing the events.
• Click on ‘Save and Send Test Request’ to test the connection.

Now, create a new invite in Calendly to test the connection. Once the invite is created, Pabbly Connect will capture the details automatically.

4. Setting Up Action with Systeme.io

Next, select Systeme.io as your action application in Pabbly Connect. The action event you need to choose is ‘Create Contact’. This allows you to add the invitee as a contact in Systeme.io.

Again, click on ‘Connect’ and choose ‘Add New Connection’. You will need to provide your API key from Systeme.io to establish this connection.

Log into your Systeme.io account and navigate to the profile section. Create a new API key and copy it to Pabbly Connect.

Once the connection is established, map the fields from the Calendly invite response to the corresponding fields in Systeme.io to ensure all necessary details are included.

5. Testing the Integration and Automation

After setting up everything, it’s time to test the integration. Create a new invite in Calendly with all required details such as name, email, phone number, and address. Once the invite is scheduled, Pabbly Connect will automatically add this invitee as a contact in Systeme.io.

Refresh your Systeme.io contacts section to verify that the new contact has been added successfully. You should see all details populated correctly, confirming that the integration works as intended.

Repeat the process for new invites to ensure ongoing functionality. Monitor any errors or issues in Pabbly Connect for troubleshooting.

This successful integration demonstrates the power of Pabbly Connect in automating workflows between Calendly and Systeme.io seamlessly.

Conclusion

In this tutorial, we learned how to create a Systeme.io contact from a Calendly invitee using Pabbly Connect. By following the exact steps outlined, you can automate your contact management efficiently.