Learn how to integrate Calendly with Monday.com using Pabbly Connect. This detailed tutorial covers every step for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Monday.com, start by accessing Pabbly Connect. This platform allows seamless automation between different applications. If you’re new, create a free account on Pabbly Connect, which can be done in just a few minutes.

Once logged in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will name your workflow, for example, ‘Add Specific Calendly Invitees to Monday.com’. After naming, click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, the trigger will be set to ‘New Invitee Created’ in Calendly. This means that every time a new invite is created, it will trigger an action in Monday.com.

  • Select Calendly as the application for the trigger.
  • Choose the trigger event ‘New Invitee Created’.
  • Connect your Calendly account by clicking on ‘Add New Connection’.

After connecting, ensure that the authorization is successful, and then proceed to test the connection. This step is crucial as it confirms that Pabbly Connect can fetch data from your Calendly account.

3. Creating the Action in Monday.com via Pabbly Connect

After successfully setting up the trigger, the next step involves creating an action in Pabbly Connect that will send the invitee details to Monday.com. Select Monday.com as the application for the action.

  • Choose the action event ‘Create Item’.
  • Connect your Monday.com account by entering your API token.
  • Select the board and group where the item will be created.

Once the connection is established, you can map the fields from Calendly to Monday.com. This includes mapping the invitee’s name, email, and booking time. Ensure you specify the correct board and group to keep your items organized.

4. Testing the Integration and Confirming Data Transfer

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Create a dummy invite in Calendly to see if the data transfers correctly to Monday.com. This step is essential to validate that your automation works as intended.

Check if the invite details appear in the specified board and group within Monday.com. If the details are missing or incorrect, revisit the mapping fields in Pabbly Connect to ensure everything is correctly configured. This testing phase helps in troubleshooting any issues that may arise during the integration process.

Once confirmed, your automation is now live. Every new invite created in Calendly will automatically generate an item in Monday.com, streamlining your workflow and enhancing productivity.

5. Finalizing Your Pabbly Connect Workflow

After successful testing, you can finalize your workflow in Pabbly Connect. Make sure to save all changes and activate your workflow. This ensures that the integration runs in the background without any manual intervention.

Additionally, you can monitor the performance of your workflow through the Pabbly Connect dashboard. This feature allows you to check the history of tasks executed and troubleshoot any errors that may occur. With Pabbly Connect, you can manage multiple integrations efficiently.

By automating the process of transferring invite details from Calendly to Monday.com, you can focus more on your projects rather than manual data entry. This integration simplifies your workflow and saves time.

Conclusion

In conclusion, integrating Calendly with Monday.com using Pabbly Connect enhances your productivity by automating the transfer of invite details. Follow these steps to set up your workflow and enjoy seamless automation.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.