Integrating Calendly with Samdo CRM Using Pabbly Connect

Learn how to automate adding Calendly invitees to Samdo CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting its official website. You can sign in if you already have an account or create a new one by clicking on the ‘Sign Up for Free’ button. Upon signing up, you will receive 100 free tasks each month to explore the platform.

Once logged in, you will be directed to the dashboard where you can manage all your workflows. Click on the ‘Access Now’ button under Pabbly Connect to proceed. This platform allows seamless integration between various applications, including Calendly and Samdo CRM.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. Enter a descriptive name, such as ‘Create Samdo Contact from Calendly Invite,’ and select an appropriate folder for organization.

• Click on ‘Create’ to initialize your workflow.
• You will see two windows: one for trigger and one for action.
• Select Calendly as the trigger application.

In this step, you are setting up the foundation for your automation. By defining the trigger and action, you can ensure that whenever a new invite is created in Calendly, it automatically adds a contact in Samdo CRM through Pabbly Connect.

3. Setting Up the Trigger with Calendly

After creating the workflow, select Calendly as the trigger application in Pabbly Connect. Then, choose the trigger event ‘Invite Created’. This event will activate the workflow whenever a new invite is scheduled.

Next, click on ‘Connect’ to establish a connection with your Calendly account. You will need to authorize Pabbly Connect to access your Calendly data. Once the connection is successful, select your organization name and user, then click ‘Save and Send Test Request’ to verify the setup.

4. Mapping Data for Samdo CRM

Once the trigger is confirmed, the next step is to set up the action in Pabbly Connect. Select Samdo CRM as the action application and choose the action event ‘Add Person.’ This step is crucial as it defines what will happen when the trigger is activated.

After connecting to your Samdo account, you will need to map the data from Calendly to create a new person in Samdo. This includes fields such as first name, last name, email, and phone number. Mapping ensures that the data flows correctly from the trigger to the action, enabling seamless automation.

• Map the first name and last name from the trigger data.
• Include the email address and phone number for complete contact details.
• Click on ‘Save and Send Test Request’ to finalize the mapping.

After successfully mapping the data, check your Samdo CRM to confirm that the new person has been added. This confirms that the integration via Pabbly Connect is functioning correctly and that the automation is set up properly.

5. Testing the Integration

To ensure everything is working as expected, create a new invite in Calendly for the event you have set up. Fill in the required details and schedule the event. This action will trigger the workflow you created in Pabbly Connect.

Once the event is scheduled, return to your Samdo CRM and refresh the page. You should see the new invitee listed as a person in your CRM. This successful addition confirms that the integration is operational, allowing you to automate your lead management process effectively.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Calendly invitees to Samdo CRM. By following the steps outlined, you can create a seamless workflow that enhances your lead management efficiency.