Seamlessly Integrate Calendly with Keep CRM Using Pabbly Connect

Learn how to automate the integration of Calendly with Keep CRM using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless contact management. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Calendly and Keep CRM Integration

To start integrating Calendly with Keep CRM, you must first access Pabbly Connect. This platform allows you to automate workflows effortlessly. Begin by signing up for a free account on Pabbly Connect and navigate to the dashboard.

Once on your dashboard, click on ‘Create Workflow’. Name your workflow, for example, ‘Calendly to Keep’, and click on ‘Create’. Now, you will see two windows: a trigger window and an action window, where you will configure the integration.

2. Configuring the Calendly Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for ‘Calendly’ and select it as the app. Choose the trigger event ‘Invitee Created’. This event will activate whenever a new appointment is booked via Calendly.

• Select ‘Add New Connection’ to link your Calendly account.
• Click on the ‘Connect with Calendly’ button to authorize the connection.
• Choose your organization and user account from the dropdown.

After saving these settings, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to receive data from a new booking. Make a test booking on your Calendly page to ensure the integration works correctly.

3. Setting Up the Keep CRM Action in Pabbly Connect

Now, move to the action window in Pabbly Connect. Search for ‘Keep (Infusionsoft)’ and select it as your action app. Choose the action event ‘Create/Update Contact’. This allows you to add the new booking details as a contact in Keep CRM.

Connect your Keep account by clicking on ‘Connect with Infusionsoft’. Authorize the connection in the popup. Once connected, map the fields from the Calendly booking to the corresponding fields in Keep. For example, map the email address, first name, and last name from the trigger response.

• Select the email address from the Calendly response.
• Map the first name and last name similarly.
• Add any custom fields you want to include in the contact details.

After mapping all required fields, click on ‘Save and Send Test Request’. This will create a new contact in your Keep CRM based on the test booking data.

4. Testing the Integration Between Calendly and Keep CRM

To verify that your integration is working, create another test booking on your Calendly page. Ensure you fill in all required fields with unique data to differentiate it from previous entries. Once completed, check back in Pabbly Connect to see if the new contact appears in Keep CRM.

If successful, navigate to your Keep CRM account and refresh the contacts page. You should see the new contact added with all the details you provided during the booking process. This confirms that the integration is functioning as intended.

Repeat this process as necessary to ensure your automation is reliable. The workflow will automatically add new contacts to Keep CRM whenever a booking is made through Calendly.

5. Conclusion: Automate Your Contact Management with Pabbly Connect

Using Pabbly Connect, you can seamlessly integrate Calendly with Keep CRM, automating your contact management process. This integration ensures that every new appointment booking is automatically added as a contact, saving you time and effort.

By following the steps outlined in this tutorial, you can easily set up and test your automation, ensuring that your contact information is always up-to-date. Start utilizing Pabbly Connect today to enhance your workflow efficiency!