How to Track Calendly Invitee Cancellations in Google Sheets with Pabbly Connect

Learn how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect. This detailed tutorial walks you through the setup process step-by-step. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To track Calendly invitee cancellations in Google Sheets, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between different applications seamlessly.

Begin by visiting the Pabbly Connect website. If you don’t have an account, you can sign up for free, which only takes a couple of minutes. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to track cancellations. Click on the ‘Create Workflow’ button to start the process. You will be prompted to name your workflow; for this example, name it ‘Track Calendly Invite Cancellations in Google Sheets’.

• Click on the ‘Create’ button to save your workflow.
• This will take you to the workflow setup page with two main sections: Trigger and Action.

For the trigger, select Calendly as your application. The trigger event will be ‘Invite Cancelled’. This setup allows Pabbly Connect to listen for cancellations from your Calendly account.

3. Connecting Calendly to Pabbly Connect

Next, connect your Calendly account to Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. You will need to log into your Calendly account to authorize the connection. Ensure you have a Calendly Pro Plan, as this integration requires it.

Once connected, select your organization and user from the dropdown menus. This step is crucial as it ensures that the correct data is being captured from your Calendly account. After setting up the connection, save your settings and wait for a test response from Calendly.

4. Filtering Cancellations Using Pabbly Connect

Now that you have set up the trigger, the next step is to filter the cancellation data. In Pabbly Connect, add a new action step and select ‘Filter by Pabbly’. This feature allows you to refine the data you receive from Calendly.

• Set the filter type to ‘Does Not Equal’.
• Map the email of the event owner to ensure you only capture cancellations made by invitees.

After configuring the filter, save your settings. This ensures that only relevant cancellation data is processed in your workflow, allowing for accurate tracking of invitee cancellations.

5. Adding Cancellation Data to Google Sheets

The final step in your workflow is to add the cancellation details to Google Sheets using Pabbly Connect. Create a new action step and select Google Sheets as your application. Choose the action event ‘Add New Row’ to insert the cancellation data directly into your spreadsheet.

Connect your Google Sheets account by clicking on ‘Add New Connection’ and authorize access. Select the spreadsheet you want to use for tracking cancellations, and map the invitee’s name, email, and event name to the corresponding columns in your Google Sheet.

Finally, save your settings and send a test request. If configured correctly, you should see a new row added to your Google Sheets with the cancellation details. This confirms that your integration is working successfully.

Conclusion

This tutorial demonstrated how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect. By following the steps outlined, you can automate the process of logging cancellations, ensuring you have accurate records at all times. Utilizing Pabbly Connect simplifies the integration process, making it accessible and efficient.