How to Update Zoho Bigin Contact for Calendly Booking Using Pabbly Connect

Learn how to update Zoho Bigin contacts automatically with Calendly bookings using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start updating Zoho Bigin contacts for Calendly bookings, access Pabbly Connect by visiting the official website. If you don’t have an account, sign up for free, which takes only a couple of minutes.

After signing up or logging in, you will be directed to the Pabbly Connect dashboard. This dashboard is where you can create workflows that automate the integration between Calendly and Zoho Bigin.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it as ‘Update Zoho Bigin Contact for Calendly Booking’. Select the folder where you want to save your workflow.

• Click on ‘Create’ to initiate your workflow.
• You will see two boxes: Trigger and Action.
• Select Calendly for the Trigger application.

Now, set the trigger event to ‘Invite Created’. This sets up your workflow to trigger whenever a new booking is made in Calendly. Click on ‘Connect’ to link your Calendly account with Pabbly Connect.

3. Setting Up the Trigger for Calendly Bookings

Once connected, ensure you have a Calendly Pro Plan to use this integration. Click on ‘Save and Send Test Request’ to capture the booking details from Calendly. You will need to create a new booking in your Calendly account for the test.

After creating a new booking, return to Pabbly Connect to see if the response has been captured. The response will include user details such as the email, first name, and last name.

4. Searching for Zoho Bigin Contact

Next, set up the action application as Zoho Bigin in Pabbly Connect. Choose the action event as ‘Search Contact’. Connect your Zoho Bigin account by providing your domain URL.

Map the email address obtained from the Calendly booking response to search for the corresponding contact in Zoho Bigin. Click on ‘Save and Send Test Request’ to verify if the contact exists in your Zoho account.

5. Updating Zoho Bigin Contact with Booking Details

After confirming the contact exists, set up another action in Pabbly Connect to update the contact in Zoho Bigin. Choose ‘Update Contact’ as the action event. Use the existing connection with Zoho Bigin.

Fill in the required fields such as Contact ID and any new details you want to update, like the booking description. Click on ‘Save and Test’ to execute the update.

Conclusion

By following these steps, you can seamlessly update Zoho Bigin contacts automatically with details from Calendly bookings using Pabbly Connect. This integration saves time and ensures your contact information is always up-to-date.