Integrating Calendly Invitee Details into Notion Database with Pabbly Connect

Learn how to seamlessly integrate Calendly invitee details into your Notion database using Pabbly Connect. Follow this step-by-step tutorial for automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Notion, you first need to access Pabbly Connect. This platform is essential for automating the process of transferring invitee details from Calendly to your Notion database. If you are an existing user, simply sign in; new users can click on the ‘Sign Up for Free’ button to create an account.

Once logged in, navigate to the applications page and select Pabbly Connect. From there, click on the ‘Access Now’ button to reach your dashboard. This is where you will set up the integration workflow between Calendly and Notion.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, 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’. Choose the appropriate folder for saving your workflow.

• Name your workflow clearly for easy identification.
• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will arrive at the trigger and action configuration window. Here, you will set Calendly as the trigger application and Notion as the action application. This is crucial for ensuring that invite details are captured and sent to your Notion database.

3. Setting Up Trigger and Action Applications

In the trigger setup, select Calendly as your trigger application and choose ‘Invite Created’ as the trigger event. This means that every time a new invite is created in Calendly, it will trigger the workflow. Next, you will set Notion as your action application and choose ‘Create Database Item’ as the action event.

Now, you need to establish a connection between Calendly and Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you will see a successful authorization message, confirming that the integration is ready.

• Select the appropriate trigger event from Calendly.
• Authorize the connection between Calendly and Pabbly Connect.
• Ensure that the connection is successful before proceeding.

After successfully setting up the trigger, you will need to perform a test submission in Calendly to capture the invite details. This step is essential to ensure that the workflow functions correctly.

4. Performing a Test Submission in Calendly

To perform a test submission, go to your Calendly account and create a new event. Select the date and time for the event, and fill in the required invitee details such as first name, last name, email, and phone number. Once all details are filled in, click on ‘Schedule Event’ to finalize the test submission.

After scheduling the event, return to Pabbly Connect. Click on ‘Save and Send Test Request’ to capture the response. This response will include all the invite details you just entered, confirming that the integration is working correctly.

Select the event name and schedule it. Fill in all required invitee details accurately. Capture the response in Pabbly Connect to confirm successful integration.

Once you see the response in Pabbly Connect, you can proceed to map these details into your Notion database.

5. Mapping Invitee Details to Notion Database

To add the invitee details to your Notion database, you need to connect Notion to Pabbly Connect. Click on ‘Connect’ and authorize the connection. Once authorized, select the Notion database where you want to store the invite details.

Now, you will map the invitee details received from Calendly to the corresponding fields in Notion. This mapping ensures that every time a new invite is created, the details are updated in real-time. Fill in the fields such as invite name, email, phone, and event name using the mapped data from the previous step.

Select the correct Notion database for storing invite details. Map all invitee details accurately to the corresponding fields. Test the mapping to ensure data flows correctly into Notion.

After completing the mapping, click on ‘Save and Send Test Request’ to confirm that the data has been successfully added to your Notion database. You should see the invite details reflecting in Notion, completing the integration process.

Conclusion

This tutorial has guided you through the process of integrating Calendly invitee details into your Notion database using Pabbly Connect. By following the steps outlined, you can automate this workflow efficiently, ensuring that your invite details are always up-to-date in Notion.