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

Learn how to integrate Calendly with SuiteDash using Pabbly Connect. Follow this detailed tutorial for seamless automation of your contacts. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Calendly with SuiteDash, start by accessing Pabbly Connect. This powerful integration platform allows you to automate the process of adding Calendly invitees as contacts in SuiteDash.

Log in to your Pabbly Connect account. If you are a new user, click on the sign-up button to create an account and enjoy 100 free tasks during the initial setup. Once logged in, navigate to the dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new integration process. Name your workflow something descriptive, like ‘Add Calendly Invitee to SuiteDash as Contact’.

• Click on ‘Create’ to proceed to the trigger and action setup.
• Select ‘Calendly’ as the trigger application.
• Choose ‘Invitee Created’ as the trigger event.

After selecting the trigger event, you will need to connect your Calendly account with Pabbly Connect. Click on the ‘Connect’ button and follow the prompts to authorize the connection.

3. Configuring the Trigger in Pabbly Connect

Once connected, you will see a prompt to select your organization and user account. Choose the appropriate organization from the dropdown list. Ensure that you have a Calendly Pro Plan to use this integration effectively. using Pabbly Connect

After setting up the trigger, click on ‘Save and Send Test Request’. This action will change the status to waiting for a response, indicating that you need to test the integration by scheduling an appointment in Calendly.

• Go to your Calendly account and create a new event.
• Fill in the required details, including name and email.
• Click on ‘Schedule Event’ to confirm the booking.

After scheduling the event, return to Pabbly Connect to see the captured response with all the invitee details, including name and email, which will be used in the next steps.

4. Adding SuiteDash as the Action Application

Next, you will configure SuiteDash as the action application within Pabbly Connect. Search for SuiteDash and select it as your action application.

Choose the action event as ‘Create New Contact’. You will need to connect SuiteDash with Pabbly Connect by entering your Pabbly ID and Secret Key. You can find these in your SuiteDash account under the Integrations section.

Copy the Pabbly ID from SuiteDash and paste it into Pabbly Connect. Generate a new Secret Key in SuiteDash and paste it into Pabbly Connect. Click on ‘Save’ to establish the connection.

With SuiteDash connected, you will now map the invitee details from Calendly to SuiteDash to create the new contact.

5. Mapping Invitee Details to SuiteDash

In this step, you will map the invitee’s details from Calendly to SuiteDash. Select the role for the new contact, such as ‘Lead’, and proceed to map the first name, last name, and email from the captured response.

For the phone number, you can also map it from the previous step. Once all required fields are filled, click on ‘Save and Send Test Request’ to create the contact in SuiteDash.

Ensure all mandatory fields are filled correctly. Check the response to confirm the contact was created successfully. Visit your SuiteDash account to verify the new contact appears in your CRM.

After completing these steps, you have successfully integrated Calendly with SuiteDash using Pabbly Connect. This automation ensures that every new invitee from Calendly is automatically added as a contact in SuiteDash, streamlining your workflow.

Conclusion

Integrating Calendly with SuiteDash using Pabbly Connect automates the process of adding invitees as contacts. This setup enhances your workflow and ensures seamless data transfer between applications.