How to Import Calendly Teammate Invitee Details to Google Sheets Using Pabbly Connect

Learn how to use Pabbly Connect to automatically import Calendly invitee details into Google Sheets for efficient tracking and organization. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To import Calendly teammate invitee details into Google Sheets, first, you need to set up Pabbly Connect. This platform serves as the central hub for connecting your applications. Start by visiting the Pabbly Connect website and signing in or creating an account if you don’t have one.

Once logged in, click on the Access Now button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Click on the Create Workflow button, name your workflow, and select the folder where you want to save it.

2. Configuring the Calendly Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Select Calendly as your trigger application. You will need to choose the trigger event, which in this case is Invite Created.

• Select Calendly as the trigger application.
• Choose Invite Created as the trigger event.
• Connect your Calendly account to Pabbly Connect.

After connecting, you need to configure the user details. To capture all invitees created by your team members, input the keyword PC Skip in the user tab. This will ensure that you receive all invite details without filtering by specific users.

3. Setting Up Google Sheets Action in Pabbly Connect

Now that you have configured the trigger, it’s time to set up the action in Pabbly Connect. Choose Google Sheets as your action application. The action event will be Add New Row, which allows you to automatically input the invitee details into your Google Sheets.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet named College Webinar Invite Details.
• Choose the appropriate sheet (Admin or Member One) based on the invitee’s details.

Next, map the necessary fields such as name, email, and start date and time from the Calendly response to your Google Sheets. This mapping ensures that every new invitee’s information is correctly recorded in real time.

4. Segregating Invite Details Using Pabbly Connect

To efficiently manage invitee details, you can use the router feature in Pabbly Connect. This allows you to create different routes based on the user who added the invite. Set up two routes: one for admin and another for team members.

For the admin route, set a filter that checks if the invitee’s email matches the admin’s email. If true, the invite details will be added to the Admin sheet. For team members, create a similar route that checks their respective emails, directing invite details to the appropriate member sheet.

Create a router action in Pabbly Connect. Set filters based on the invitee’s email. Map the invite details to the respective sheets.

This setup ensures that invite details are automatically segregated based on who created the invite, improving your tracking efficiency.

5. Testing Your Pabbly Connect Integration

After configuring the triggers and actions in Pabbly Connect, it’s essential to test the integration. Go back to your Calendly account and add a new invite to the College Webinar event. Ensure that the invite details populate correctly in your Google Sheets.

Check both the Admin and Member One sheets to confirm that the data is recorded as expected. If the invite was created by the admin, it should appear in the Admin sheet; if created by a team member, it should populate in the Member One sheet.

Add a new invite in Calendly. Verify that the details appear in the correct Google Sheets. Check for any errors and troubleshoot if necessary.

Once confirmed, your integration is complete, and you can now seamlessly track invitee details using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to import Calendly teammate invitee details into Google Sheets. By setting up triggers and actions, you can automate the tracking of invite details efficiently. This integration not only saves time but also enhances organization.