Integrating Calendly with Salesforce Using Pabbly Connect

Learn how to integrate Calendly with Salesforce using Pabbly Connect to create leads automatically. Follow this detailed tutorial for step-by-step guidance. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Calendly with Salesforce, first access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by signing into your Pabbly account.

Once logged in, navigate to your dashboard. Here, you can find various applications provided by Pabbly. Click on the ‘Access Now’ button to enter the automation section where you can create workflows.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the big blue button labeled ‘Create Workflow’. Name your workflow appropriately, for instance, ‘Add Calendly Invitees as Leads in Salesforce’. Click on ‘Create’ to proceed.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Add Calendly Invitees as Leads in Salesforce’).
• Click on ‘Create’ to initialize your workflow.

After creating the workflow, you will see the options for setting up the Trigger and Action modules. These modules are essential for the automation process. Make sure to have both your Calendly and Salesforce accounts open for easy integration.

3. Setting Up the Trigger with Calendly

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger event will be ‘Invitee Created’ in Calendly. Click on the trigger application and select Calendly.

Connect your Calendly account by clicking on ‘Connect’ and then ‘Add New Connection’. Authorize Pabbly Connect to access your Calendly account. Once connected, select the organization and user associated with your Calendly account.

4. Setting Up the Action to Create Leads in Salesforce

The next step involves setting up the action to create leads in Salesforce using Pabbly Connect. Choose Salesforce as your action application and select the ‘Create Lead’ action.

Connect your Salesforce account by clicking on ‘Connect’ and authorizing Pabbly Connect. Map the fields from the Calendly trigger to the Salesforce lead fields, ensuring you have the first name, last name, email, and phone number correctly mapped.

• Select Salesforce as your action application.
• Choose the ‘Create Lead’ action.
• Map the relevant fields from Calendly to Salesforce.

This mapping ensures that every time an invitee registers via Calendly, a new lead is created automatically in Salesforce.

5. Finalizing and Testing the Integration

Finally, test the integration to ensure everything works smoothly. In Pabbly Connect, click on ‘Save and Send Test Request’ to check if the lead is created successfully in Salesforce.

Once you receive a success response, check your Salesforce account to see the newly created lead. If desired, you can add filters in Pabbly Connect to specify which events should trigger lead creation.

This customization allows you to control the flow of data based on specific conditions, enhancing your automation process.

Conclusion

In this tutorial, we learned how to use Pabbly Connect to integrate Calendly with Salesforce effectively. This integration enables automatic lead creation, streamlining your workflow and improving efficiency. By following these steps, you can easily set up similar automations for other applications using Pabbly Connect.