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

Learn how to integrate Calendly with Zoom using Pabbly Connect to automate meeting scheduling for new invitees. Follow this detailed guide for seamless setup. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Zoom and Calendly Integration

To start integrating Calendly with Zoom, you need to access Pabbly Connect. This powerful automation tool enables seamless connections between different applications. First, log in to your Pabbly Connect account and navigate to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow; for this integration, you can name it ‘Calendly to Zoom Integration.’ This name will help you easily identify the workflow later.

Connecting Calendly to Pabbly Connect

In this step, you will set up Calendly as the trigger application in Pabbly Connect. Select Calendly from the list of applications and choose the trigger event as ‘New Invitee Created.’ This event will activate the workflow whenever a new invitee schedules a meeting through Calendly.

Next, you will need to connect your Calendly account to Pabbly Connect. Click on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect to access your Calendly account. Once connected, you can test the trigger to ensure that Pabbly Connect is receiving data from Calendly correctly.

• Select ‘New Invitee Created’ as the trigger event.
• Log into your Calendly account to authorize the connection.
• Test the trigger to confirm data flow.

After testing, you should see a success message indicating that the connection is established. This confirms that your Calendly setup is successfully integrated with Pabbly Connect.

Adding Zoom as the Action App

Now that Calendly is set up as the trigger, it’s time to add Zoom as the action application in Pabbly Connect. Select Zoom from the list of applications and choose the action event as ‘Create Meeting.’ This action will automatically create a Zoom meeting whenever a new invitee is added in Calendly.

To connect Zoom to Pabbly Connect, click the ‘Connect’ button and log into your Zoom account. Authorize the connection by allowing Pabbly Connect to create meetings on your behalf. Once connected, configure the meeting details such as the meeting topic, duration, and time zone.

• Select ‘Create Meeting’ as the action event.
• Log into your Zoom account to establish the connection.
• Set up meeting details like topic and duration.

After configuring the meeting settings, test the action to ensure that a Zoom meeting is created successfully. You should see a confirmation message indicating that the meeting was created based on the Calendly invitee’s details.

Finalizing the Integration with Pabbly Connect

With both Calendly and Zoom connected, it’s time to finalize your integration in Pabbly Connect. Review the workflow to ensure all settings are correct. You can also customize additional options such as email notifications or reminders for the Zoom meetings.

Once you are satisfied with the setup, click the ‘Save’ button to activate your workflow. Your integration is now complete! Every time a new invitee schedules a meeting in Calendly, a corresponding Zoom meeting will be automatically created.

To monitor the performance of your integration, you can check the Pabbly Connect dashboard for logs and error notifications. This feature helps ensure that your automation runs smoothly without any interruptions.

Conclusion

Integrating Calendly with Zoom using Pabbly Connect streamlines your scheduling process by automating meeting creation for new invitees. This setup enhances productivity and ensures no meetings are missed, providing a seamless experience for both you and your invitees.