Integrate Calendly with Notion Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Calendly invitee details into your Notion database using Pabbly Connect. Follow our detailed tutorial for easy 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. Setting Up Pabbly Connect for Integration

To start integrating Calendly with Notion, the first step is to access Pabbly Connect. This platform allows you to automate workflows between different applications. If you’re a new user, you can sign up for free and get 100 tasks each month. Existing users can simply log in to their account.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. For this integration, you can name it ‘Add Calendly Invite Details in Notion Database’. After naming, select a folder to save this workflow, such as the ‘Notion’ folder, and click on ‘Create’.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger application, which is Calendly. Select Calendly as your trigger application and choose the trigger event as ‘Invite Created’. This means that every time a new invite is created in Calendly, it will trigger the workflow. using Pabbly Connect

• Select ‘Calendly’ as the trigger application.
• Choose ‘Invite Created’ as the trigger event.
• Click on ‘Connect’ to establish a connection with Calendly.

After clicking ‘Connect’, you will need to authorize Pabbly Connect to access your Calendly account. Once authorized, you will see a confirmation that the connection was successful. Now, you need to perform a test submission to capture the invite details.

3. Creating a Test Invite in Calendly

To test the integration, you must create a test invite in Calendly. Go to the Calendly booking page and select a date and time for the invite. For example, choose December 25th at 10:00 AM. Fill in the invite details such as first name, last name, email, and phone number.

Once you have filled in the details, click on ‘Schedule Event’. After scheduling, go back to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the invite details you just created, allowing you to ensure that the integration is working correctly.

4. Connecting Notion to Pabbly Connect

After successfully capturing the invite details from Calendly, the next step is to connect Notion to Pabbly Connect. Select Notion as your action application and choose ‘Create Database Item’ as the action event. This will allow you to add the invite details into your Notion database.

• Select ‘Notion’ as the action application.
• Choose ‘Create Database Item’ as the action event.
• Click on ‘Connect’ to establish a connection with Notion.

Authorize Pabbly Connect to access your Notion account. Once connected, select the database where you want to store the invite details. For this tutorial, select the database named ‘Calendly Invite’. Now, map the fields such as invite name, email, phone, and event name using the data captured from the test invite.

5. Finalizing the Integration and Testing

Once you have mapped all the necessary fields in Notion, click on ‘Save and Send Test Request’ to finalize the integration. This will send the invite details from Calendly to your Notion database. You should see a positive response indicating that the data has been successfully added. using Pabbly Connect

To verify, check your Notion database. You should see the invite details, including the invite name, email, phone, and event name, successfully added. This integration ensures that every new invite created in Calendly is automatically recorded in your Notion database, streamlining your workflow.

Conclusion

Integrating Calendly with Notion using Pabbly Connect allows for seamless automation of invite details. This tutorial covered the exact steps to set up the integration efficiently, ensuring that your invite data is always up-to-date.