Track Calendly Invitee Cancellations in Google Sheets Using Pabbly Connect

Learn how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To track Calendly invitee cancellations in Google Sheets, we first need to access Pabbly Connect. This platform is essential for creating the integration between Calendly and Google Sheets.

Begin by opening a new tab and searching for Pabbly.com. Once on the landing page, you will see options to either sign in or sign up for free. If you don’t have an account, signing up takes only a couple of minutes and provides you with numerous free tasks each month.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration.

• Name your workflow appropriately, such as ‘Track Calendly Invitee Cancellations in Google Sheets.’
• Select the folder where you want to save this workflow.
• Click ‘Create’ to proceed to the workflow setup window.

In this window, you will have two main sections: Trigger and Action. The Trigger section is where we will set up the event that initiates the workflow, and the Action section is where we define what happens after the trigger event occurs.

3. Setting Up the Trigger for Calendly Cancellations

The first step in your workflow is to set up the trigger using Pabbly Connect. For this integration, select Calendly as your trigger application.

Next, you will need to choose the trigger event. Click on the dropdown and select ‘Invite Cancelled’ as the event. After that, you will need to connect your Calendly account with Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’ to proceed.

Once connected, select your organization and the user associated with the Calendly account. Note that a Calendly Pro Plan is required to use this integration. Ensure you click ‘Save’ to finalize the trigger setup.

4. Adding Action Step to Log Data in Google Sheets

Now that the trigger is set, we will add an action step to log the cancellation details into Google Sheets using Pabbly Connect. Click on ‘Add Action Step’ and select Google Sheets as the action application.

• Choose ‘Add New Row’ as the action event.
• Connect your Google Sheets account with Pabbly Connect.
• Select the spreadsheet where you want to log the cancellations.

After selecting the spreadsheet, you will map the details of the invitee cancellations. This includes the invitee’s name, email, and the event name. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to confirm the setup.

5. Verifying the Integration and Results

After setting up the action step, it’s crucial to verify that the integration works as intended using Pabbly Connect. Go back to your Google Sheets and check if the cancellation details have been logged correctly.

You should see a new row added with the invitee’s name, email, and the event name. This confirms that your integration is functioning correctly, allowing you to track all invitee cancellations from Calendly in real-time.

With this setup, you can efficiently manage cancellations and maintain an organized record of your events. This integration enhances your workflow by automatically capturing relevant data without manual entry.

Conclusion

In this tutorial, we demonstrated how to track Calendly invitee cancellations in Google Sheets using Pabbly Connect. By following the steps outlined, you can automate your workflow and keep accurate records of cancellations effortlessly.