Integrating Calendly with GoHighLevel Using Pabbly Connect

Learn how to automate adding new Calendly invitees as contacts in GoHighLevel using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To integrate Calendly with GoHighLevel, you need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you are new, click on ‘Sign Up Free’ to create an account, or click ‘Sign In’ if you already have an account.

Once logged in, you will be directed to the ‘All Apps’ page. Click on ‘Access Now’ under the Pabbly Connect section to reach the dashboard. Here, you can create an automation workflow for your integration.

Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Calendly to GoHighLevel’, and select the appropriate folder for your automation. Click on ‘Create’ to proceed. using Pabbly Connect

In the newly created workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation, while the action window is where you define what happens once the trigger occurs.

Setting Up the Trigger with Calendly

To set up the trigger, select ‘Calendly’ from the app options in the trigger window. Choose the trigger event as ‘New Invite Created’. If you have an organization-based account, select the appropriate option; otherwise, choose the user-based option.

Next, click on the ‘Connect’ button and select ‘Add New Connection’. You will then connect your Calendly account to Pabbly Connect by clicking on the ‘Connect with Calendly’ button. After connecting, you will need to select your organization and user from the dropdown and click on ‘Save and Send Test Request’. This action will wait for a response from Calendly to ensure the integration works correctly.

Setting Up the Action Step in GoHighLevel

Once the trigger is set, scroll down to the action step and select ‘Lead Connector’ as the app for the action. Choose the action event ‘Create Contact’ from the dropdown menu. Click on ‘Connect’ and then select ‘Add New Connection’ to connect your GoHighLevel account to Pabbly Connect.

After logging into your GoHighLevel account, choose the appropriate sub-account to connect. You will then map the fields from the trigger response to the action fields. This includes first name, last name, email address, phone number, and city. For example, map the city as ‘Bal’ from the trigger response.

• First Name: Map from trigger response
• Last Name: Map from trigger response
• Email Address: Map from trigger response
• Phone Number: Map from trigger response
• City: Map as ‘Bal’

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the action step. This will send a test request to GoHighLevel to confirm the contact has been created successfully.

Testing the Automation Workflow

To test the automation, go back to your Calendly booking page and create a new appointment. Fill in the required details, such as name, email, and city, and schedule the event. This action will create a new invite in your Calendly account.

After scheduling, check your GoHighLevel account to see if the new contact has been created. You should see the contact details matching those entered in Calendly. This confirms that the automation workflow set up in Pabbly Connect is functioning as intended.

Conclusion

By following this tutorial, you can seamlessly integrate Calendly with GoHighLevel using Pabbly Connect. This setup allows for automatic addition of new invitees as contacts, streamlining your workflow effectively.