Integrating Calendly with Airtable Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Calendly with Airtable using Pabbly Connect. Automate record creation for new invitees effortlessly with this 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 Airtable, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications without coding skills.

Visit the Pabbly website and select Pabbly Connect from the products menu. Sign in or create a free account. Once logged in, click on ‘Create Workflow’ to start.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will create a new workflow specifically for your integration. Name it something like ‘Calendly to Airtable’ to easily identify it later. using Pabbly Connect

Next, you will see two windows: the trigger window and the action window. The trigger will be set to Calendly, and the action will be set to Airtable. This means that whenever a new invitee is created in Calendly, a record will be created in Airtable.

• Select Calendly as the trigger application.
• Choose the trigger event as ‘Invitee Created’.
• Connect your Calendly account by pasting the API key from your Calendly integration settings.

Once these steps are completed, click on ‘Save and Send Test Request’ to ensure the connection is active.

3. Adding a New Invitee in Calendly

Now, it’s time to test the integration by adding a new invitee in your Calendly account. Go to the booking page for your event and schedule an invitee. using Pabbly Connect

For example, enter the name ‘Annie Malhotra’ and her email as ‘[email protected]’. After scheduling the event, return to Pabbly Connect to see if the invitee’s details have been captured.

• Ensure the invitee’s name and email are correctly entered.
• Check that the scheduled time matches your event setup.

Once you confirm these details in Pabbly Connect, you will see the invitee’s information ready for mapping to Airtable.

4. Connecting Airtable to Pabbly Connect

With the invitee details captured, the next step is to connect Airtable to Pabbly Connect. Select Airtable as your action application in the action window.

Set the action event to ‘Create Record’ and connect your Airtable account by entering the API key found in your Airtable account settings. Once connected, you will need to specify the base and table where the invitee records will be stored.

Select the base ID that corresponds to your Airtable setup. Choose the table named ‘Invite Details’ for storing invitee records.

After mapping the fields from the invitee data to Airtable, click on ‘Save and Send Request’ to finalize the process.

5. Finalizing the Integration and Testing

Now that you have set up both the trigger and action, it’s time to test the integration. Click ‘Save and Send Request’ in Pabbly Connect to ensure that the invitee data is being sent to Airtable correctly. using Pabbly Connect

Check your Airtable table to confirm that the new record for the invitee ‘Annie Malhotra’ has been created successfully. You should see all details, such as name, email, and meeting agenda, populated accurately.

This integration allows for seamless automation where every new invitee in Calendly generates a record in Airtable, managing your data efficiently without manual input.

Conclusion

Integrating Calendly with Airtable using Pabbly Connect streamlines the process of managing new invitees. By following this guide, you can automate record creation effortlessly, enhancing your workflow.