Integrate Calendly Invitee Details with Google Sheets Using Pabbly Connect

Learn how to use Pabbly Connect to automate adding Calendly invitee details to specific Google Sheets for different events. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Integration

In this section, we will learn how to set up Pabbly Connect to facilitate the integration between Calendly and Google Sheets. First, you need to create a free account on Pabbly Connect if you haven’t done so already. This process takes just a few minutes, and you can start by clicking on the free sign-up link provided.

Once you are logged into your Pabbly Connect dashboard, click on ‘Create Workflow’ to begin. Name your workflow something relevant, such as ‘Calendly to Google Sheets’. This will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed.

2. Configuring the Trigger Event from Calendly

The next step involves configuring the trigger event from Calendly in Pabbly Connect. In the trigger window, select Calendly as the app. Then, choose the trigger event as ‘Invitee Created’. This means that every time a new invitee books an appointment, it will trigger the workflow.

• Select ‘Invitee Created’ from the dropdown menu.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Follow the prompts to connect your Calendly account.

After connecting, you will be prompted to select your organization and user. Ensure you have a Calendly Pro Plan to utilize this integration. Once everything is set up, click on ‘Save and Send Test Request’ to test the connection. This ensures that Pabbly Connect is receiving data from Calendly correctly.

3. Formatting the Date and Time in Pabbly Connect

After successfully setting up the trigger, the next step is to format the date and time received from Calendly. Since Calendly sends the appointment details in UTC, we need to convert it to the desired time zone, such as Indian Standard Time (Asia/Kolkata). This is done using the Date Time Formatter feature in Pabbly Connect.

To format the date and time, add a new action step and select ‘Date Time Formatter’ from the app options. Choose the action event as ‘Format Date with Time Zone’. You will need to map the start date and time received from Calendly and specify the output format and time zone.

• Map the start date and time from the trigger response.
• Select UTC as the original time zone and Asia/Kolkata as the target time zone.
• Click ‘Save and Send Test Request’ to see the formatted date and time.

Repeat this process for the end date and time to ensure both are correctly formatted before proceeding to the next step.

4. Adding Invitee Details to Google Sheets Using Pabbly Connect

The final step is to add the formatted invitee details into the appropriate Google Sheets. In this step, you will select Google Sheets as the action app in Pabbly Connect. Choose the action event ‘Add New Row’ to insert the data into the specified sheet.

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and selecting the appropriate account. After connecting, choose the spreadsheet where you want the invitee details to be stored. Ensure that the sheet names match the event names in Calendly for accurate data transfer.

Select the correct spreadsheet and sheet where data should be added. Map the invitee details such as name, email, mobile number, and formatted start and end times. Click ‘Save and Send Test Request’ to verify the data is added correctly.

Once the test is successful, you will see the invitee details appear in your Google Sheets, confirming that the integration works as intended.

5. Conclusion

In summary, using Pabbly Connect to automate the addition of Calendly invitee details to Google Sheets for different events streamlines your workflow significantly. By following the steps outlined in this tutorial, you can efficiently manage your appointments and ensure that all details are accurately recorded in real time. This integration not only saves time but also minimizes the chances of errors in data entry.

With this setup, you can focus more on your appointments and less on manual data management, enhancing your productivity and efficiency. Try implementing this integration today and experience the benefits firsthand!