Integrating Calendly with Active Campaign, Google Sheets, and Slack Using Pabbly Connect

Learn how to integrate Calendly with Active Campaign, Google Sheets, and Slack using Pabbly Connect for seamless appointment management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with Active Campaign, Google Sheets, and Slack, we will be using Pabbly Connect. First, open your browser and go to the Pabbly Connect landing page. If you are a new user, you can sign up for free to get started.

For existing users, click on the ‘Sign In’ button. Once logged in, you will see various applications offered by Pabbly. Click on ‘Access Now’ for Pabbly Connect to proceed to your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start a new automation. Name your workflow something recognizable, like ‘Calendly to Active Campaign and Google Sheets Integration’. Choose a folder to save it, such as ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• Select ‘Calendly’ as the trigger application.
• Choose ‘Invite Created’ as the trigger event.

Click ‘Connect’ and follow the prompts to link your Calendly account with Pabbly Connect. This establishes the connection needed to automate the process.

3. Setting Up Trigger from Calendly

With the trigger set, you need to connect your Calendly account. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your Calendly account. This step is crucial for capturing event details.

After authorization, select your organization and user details. Click ‘Save and Send Test Request’ to capture a response. You will need to create a test appointment in Calendly to complete this process.

• Choose the event type, for example, ‘Lake View Property’.
• Fill in the required details such as name, email, and phone number.
• Click ‘Schedule Event’ to finalize the appointment.

Once you have scheduled the event, go back to Pabbly Connect to verify that the response has been captured correctly.

4. Adding Actions for Active Campaign and Google Sheets

Now that the trigger is set, it’s time to add actions. Start by adding a filter to ensure that the workflow runs only for specific event types. Search for ‘Filter’ in Pabbly Connect and set the condition to match your event name, such as ‘Lake View Property’.

Next, add a new action step for Active Campaign. Select it as the action application and choose ‘Create or Update Contact’ as the action event. Connect your Active Campaign account by entering your API key and URL.

Map the fields such as email, first name, and last name from the trigger response. Click ‘Save and Send Test Request’ to confirm the contact creation.

After confirming the contact is created, add another action for Google Sheets to log the appointment details. Choose ‘Add New Row’ as the action event and connect your Google Sheets account.

5. Notifying Team via Slack

The final step is to notify your team about the new appointment via Slack. Add another action application in Pabbly Connect and select Slack. Choose ‘Send Channel Message’ as the action event and connect your Slack account.

Specify the channel for notifications and create a message template that includes client details such as name, email, and appointment time. Map the fields accordingly to ensure the message reflects the latest appointment information.

Test the Slack message sending by clicking ‘Save and Send Test Request’. Check your Slack channel for the new appointment notification.

With this setup, your team will be promptly informed of new appointments, ensuring everyone is prepared. This integration using Pabbly Connect streamlines your workflow effectively.

Conclusion

By following this tutorial, you have learned how to integrate Calendly with Active Campaign, Google Sheets, and Slack using Pabbly Connect. This automation enhances your appointment management, ensuring your team stays informed and organized.