Top 5 Calendly Automation: A Complete Guide Using Pabbly Connect

Learn how to automate your Calendly events using Pabbly Connect with this step-by-step guide. Discover integrations with Slack, Twilio, and more. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Integrating Calendly with Slack Using Pabbly Connect

In this section, we will explore how to automate the process of sending Slack messages for new Calendly appointments using Pabbly Connect. This integration allows teams to stay updated on new bookings without manual intervention.

To set up this integration, follow these steps:

• Log into your Pabbly Connect account and create a new workflow.
• Select Calendly as the trigger app and choose ‘Invitee Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect with Calendly’.

After connecting, you will need to test the trigger by creating a new appointment in Calendly. Once the appointment is booked, Pabbly Connect will capture the details and allow you to send a message to your Slack channel with the appointment information.

2. Sending SMS Notifications via Twilio from Calendly Using Pabbly Connect

Next, we will automate SMS notifications for new Calendly invitees using Twilio through Pabbly Connect. This feature helps ensure that clients receive immediate confirmation of their appointments.

To set this up, follow these steps:

• Create a new workflow in Pabbly Connect and select Calendly as the trigger.
• Choose ‘Invitee Created’ as the event and connect your Calendly account.
• Add Twilio as the action app and select ‘Send SMS’ as the action event.

Once the connection is established, you can customize the SMS message to include the invitee’s name, appointment details, and any additional information. After setting up the message, test the workflow to ensure that SMS notifications are sent correctly after a new appointment is made.

3. Scheduling Google Meet Links for New Calendly Appointments Using Pabbly Connect

This section covers how to automatically schedule Google Meet links for new appointments booked via Calendly using Pabbly Connect. This integration simplifies the process of creating virtual meetings for your clients.

To automate this, follow these steps:

In Pabbly Connect, create a new workflow with Calendly as the trigger app. Select ‘Invitee Created’ as the trigger event and connect your Calendly account. Add Google Meet as the action app and select ‘Schedule Meeting’ as the action event.

Once you set up the Google Meet connection, map the required fields such as the meeting date, time, and invitee email. This way, every time a new appointment is created, a Google Meet link will be generated and sent to the invitee automatically.

4. Adding Tagged Subscribers to ConvertKit from New Calendly Events Using Pabbly Connect

In this section, we will learn how to add new invitees from Calendly as tagged subscribers in ConvertKit using Pabbly Connect. This integration is beneficial for managing your email marketing efforts.

Follow these steps to set up the integration:

Create a new workflow in Pabbly Connect with Calendly as the trigger app. Choose ‘Invitee Created’ as the trigger event and connect to your Calendly account. Select ConvertKit as the action app and choose ‘Add Subscriber’ as the action event.

Map the fields to ensure that the invitee’s information is added correctly to ConvertKit. You can also specify the tags that you want to assign to these new subscribers, allowing for better segmentation in your email marketing campaigns.

5. Sending WhatsApp Messages to New Calendly Invitees Using Pabbly Connect

This section will demonstrate how to send WhatsApp messages to invitees after they book an appointment through Calendly using Pabbly Connect. This integration enhances communication with clients by providing immediate updates.

To set this up, follow these steps:

Create a new workflow in Pabbly Connect and select Calendly as the trigger app. Choose ‘Invitee Created’ as the trigger event and connect your Calendly account. Add the WhatsApp integration app and select ‘Send Message’ as the action event.

Once you have set up the connection, customize your message template to include relevant information about the appointment. After testing the workflow, invitees will receive WhatsApp messages automatically after booking an appointment.

Conclusion

In this tutorial, we explored how to automate your Calendly events using Pabbly Connect. By integrating with Slack, Twilio, Google Meet, ConvertKit, and WhatsApp, you can streamline your appointment management and enhance communication with clients. Automating these processes saves time and ensures that your clients receive timely updates.