Integrate Calendly with Freshworks CRM Using Pabbly Connect

Learn how to integrate Calendly with Freshworks CRM using Pabbly Connect to automate contact creation from new invitees. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Freshworks CRM, you will need to access Pabbly Connect. Start by navigating to the Pabbly website, where you can sign in or create a free account. This platform allows you to automate workflows without coding knowledge.

After logging in, you can access the dashboard of Pabbly Connect. Here, you can create a new workflow that will facilitate the integration between Calendly and Freshworks CRM. The free plan allows you to test this integration easily.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the button to create a new workflow. Name your workflow something descriptive, such as ‘Calendly to Freshworks CRM’. This helps you identify the workflow later.

• Click on the ‘Choose App’ option.
• Select ‘Calendly’ from the list of applications.
• Choose the trigger event as ‘Invitee Created’.

Once you have set the trigger event, click on ‘Connect with Calendly’. You will need to enter your Calendly API key, which you can find in your Calendly account settings. This key establishes a secure connection between Pabbly Connect and Calendly.

3. Setting Up the Trigger in Pabbly Connect

After connecting to Calendly, Pabbly Connect will generate a webhook URL. This URL will capture data whenever a new invitee is created. However, you do not need to manually paste this URL into Calendly, as Pabbly Connect will handle it automatically.

To test the trigger, click on ‘Save and Send Test Request’ in Pabbly Connect. This action allows the platform to capture the response from the last invitee created in Calendly. You can now proceed to create a new invitee in your Calendly account.

4. Creating a Contact in Freshworks CRM

Now that you have set up the trigger in Pabbly Connect, it’s time to create a contact in Freshworks CRM. Click on the plus button to add a new action step. Select ‘Freshworks CRM’ as the app and choose the action event as ‘Create Contact’.

• Connect with Freshworks CRM using your API key and subdomain.
• Map the fields from the Calendly response to the Freshworks CRM fields.
• Click on ‘Save and Send Test Request’ to create the contact.

Once the contact is created, you can check your Freshworks CRM account to verify that the new contact has been added successfully. Every time a new invitee is created in Calendly, Pabbly Connect will automate the creation of a corresponding contact in Freshworks CRM.

5. Conclusion: Automate Your Workflow

In conclusion, using Pabbly Connect to integrate Calendly and Freshworks CRM streamlines your workflow by automatically creating contacts from new invitees. This integration saves time and reduces manual data entry, allowing you to focus on more important tasks.

By following the steps outlined in this tutorial, you can easily set up this integration and enhance your productivity. Now, every time an invitee schedules an appointment, a new contact will be created in Freshworks CRM without any additional effort on your part.

With Pabbly Connect, you can explore more integrations and automate various workflows across different applications, making your business processes more efficient.