Import Calendly Teammate Invitee Details to Google Sheets Using Pabbly Connect

Learn how to import Calendly teammate invitee details to Google Sheets using Pabbly Connect. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To import Calendly teammate invitee details to Google Sheets, we begin by accessing Pabbly Connect. This powerful integration platform allows you to create automated workflows between various applications, including Calendly and Google Sheets.

First, navigate to the Pabbly Connect website. If you do not have an account, you can sign up for free, which only takes a few minutes. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow to automate the import of invitee details. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Import Calendly Teammate Invitee Details to Google Sheets’.

• Name your workflow appropriately.
• Select the folder where you want to save it.

After naming and saving your workflow, you will see two sections: Trigger and Action. The Trigger section defines what event will start the workflow, while the Action section specifies what happens as a result. In this case, the trigger will be from Calendly, and the action will be directed to Google Sheets, all facilitated by Pabbly Connect.

3. Setting Up the Trigger from Calendly

In the Trigger section, select Calendly as the application. For the trigger event, choose ‘Invite Created’ to capture new invitee details. Next, you will need to connect your Calendly account to Pabbly Connect.

Click on ‘Connect’ and then ‘Add New Connection’. Ensure you are logged into your Calendly account, which allows Pabbly Connect to access your event details. After successful connection, you will configure the trigger to capture invites from all team members, not just one.

4. Configuring the Action to Google Sheets

Once the trigger is set up, you will now configure the Action step to send the invite details to Google Sheets. Select Google Sheets as the action application and choose the event ‘Add New Row’. You will need to connect Google Sheets to Pabbly Connect by clicking ‘Connect’ and signing in with your Google account.

• Select the correct spreadsheet where you want to store the invite details.
• Map the fields such as Name, Email, and Start Date & Time from the Calendly response.

Ensure that you select the appropriate sheet (e.g., Admin or Member One) based on who created the invite. This setup allows Pabbly Connect to automatically segregate invitee details into the right sheet.

5. Testing and Activating Your Workflow

After configuring the workflow, it’s essential to test it. Add a new invite in Calendly to see if the details populate correctly in Google Sheets. Monitor the response in Pabbly Connect to ensure everything is functioning as intended.

If successful, activate your workflow. Now, every time a new invite is created in Calendly, the invite details will automatically be added to the designated Google Sheets. This automation simplifies tracking and ensures no invite details are missed.

Conclusion

Using Pabbly Connect to import Calendly teammate invitee details into Google Sheets streamlines the tracking process. By following the steps outlined, you can automate this integration efficiently, ensuring accurate data management.