Integrating Calendly with ActiveCampaign Using Pabbly Connect

Learn how to automate adding new invitees from Calendly to ActiveCampaign using Pabbly Connect in this step-by-step tutorial. 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 begin integrating Calendly with ActiveCampaign, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once you’re logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Calendly to ActiveCampaign’, and then click ‘Create’. This sets the stage for automating the integration.

2. Connecting Calendly to Pabbly Connect

Next, you need to connect your Calendly account to Pabbly Connect. In the trigger window, search for Calendly and select it. Choose the trigger event as ‘New Invitee Created’. This event will occur whenever a new invitee schedules a booking on your Calendly page.

• Select ‘Add New Connection’ to link your Calendly account.
• Click on the ‘Connect with Calendly’ button to authorize the connection.
• Ensure you have a Calendly Pro Plan to access this integration.

After successfully connecting, you can select your organization and the user from whom you want to receive invitee details. Click ‘Save and Send Test Request’ to confirm the setup, which will allow Pabbly Connect to fetch the invitee’s details from Calendly.

3. Filtering Invitees in Pabbly Connect

With your Calendly account connected, the next step in Pabbly Connect is to set up a filter condition. This ensures that only invitees from a specific booking page are added to ActiveCampaign. You can add a filter step by selecting ‘Filter’ in the action window.

• Set the filter to check if the resource name equals the specific booking page name.
• Click ‘Save and Send Test Request’ to validate the filter condition.

This filter will allow the workflow to proceed only if the booking is made on the designated page. If the condition is met, the automation will continue to the next step of adding the contact to ActiveCampaign.

4. Adding Contacts to ActiveCampaign via Pabbly Connect

Now that you have filtered the invitees, it’s time to add them to ActiveCampaign. In the action step, search for ActiveCampaign and select it. Choose the action event as ‘Create or Update Contact’. This action will create a new contact in ActiveCampaign whenever a new invitee is created. using Pabbly Connect

Connect your ActiveCampaign account by entering the required API Key and URL. You can find these details in your ActiveCampaign settings under the Developer section. Make sure to remove the ‘https://’ from the URL before saving the connection.

5. Testing the Integration with Pabbly Connect

After completing the setup, it’s essential to test the integration. Go back to your Calendly booking page and create a test booking. Once you schedule the event, Pabbly Connect will capture the invitee’s details in real-time.

Check your ActiveCampaign account to confirm that the new contact has been added successfully. You should see the same details you entered during the booking process. This confirms that the automation works perfectly, allowing you to automate the process of adding new invitees from Calendly to ActiveCampaign.

Conclusion

This tutorial demonstrates how to integrate Calendly with ActiveCampaign using Pabbly Connect. By following these steps, you can automate the process of adding new invitees from specific events in Calendly directly into ActiveCampaign, enhancing your workflow efficiency.