Integrate Calendly with ClickUp Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Calendly and ClickUp using Pabbly Connect. Follow this detailed tutorial to automate task creation from new invitees. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect for Integration

To start integrating Calendly with ClickUp, first, access Pabbly Connect. Open your web browser and type in the URL Pabbly.com. This is the official website where you can find Pabbly Connect.

After navigating to the site, hover over the product section and click on Connect. You can sign in if you already have an account or sign up for free. Pabbly Connect offers a free plan, allowing you to try out the integration without any cost.

Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. Click on the button to create a new workflow. Name the workflow something relevant, like ‘Calendly to ClickUp’. This naming helps in identifying the workflow later.

Next, select the application you want to integrate. In this case, choose Calendly as the first app. For the trigger event, select Invitee Created. This event will initiate the workflow whenever a new invitee is added in Calendly.

Connect Calendly with Pabbly Connect

Now, it’s time to connect Calendly with Pabbly Connect. Click on the option to connect with Calendly. You will be prompted to enter your API key, which you can find in your Calendly account under integrations.

Copy the API key and paste it into Pabbly Connect. Click on Save to establish the connection. A webhook URL will be generated automatically, which allows Pabbly Connect to communicate with Calendly directly without manual input.

Create a ClickUp Task via Pabbly Connect

After successfully connecting Calendly, the next step is to create a task in ClickUp using Pabbly Connect. Click the plus button to add an action step and select ClickUp as the application.

For the action event, choose Create Task. You will need to enter your ClickUp API token, which can be found in your ClickUp account under apps. Paste this token into Pabbly Connect and click Save.

• Select the workspace and space where the task will be created.
• Map the task name and description using the invitee’s details from Calendly.
• Set the due date and start date in timestamp format for ClickUp.

Once all fields are filled, click on Save and send a test request to ensure everything is working correctly.

Finalize the Integration Using Pabbly Connect

To finalize the integration, go back to your Calendly account and create a new appointment. After scheduling an appointment, return to Pabbly Connect and check for the captured data. This will include the invitee’s name, email, and meeting details.

Now that the data is captured, you can check ClickUp to see if the task was created. You should see the task reflecting the details from the new invitee. This confirms that the integration is working seamlessly.

Every time a new invitee is created in Calendly, a corresponding task will automatically be generated in ClickUp, thanks to Pabbly Connect. This automation saves time and ensures that no appointments are missed.

Conclusion

Integrating Calendly with ClickUp using Pabbly Connect streamlines your workflow by automating task creation for new invitees. With this setup, you can enhance productivity and ensure that all meetings are tracked efficiently.