Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Calendly with Gmail, first access Pabbly Connect. Go to the Pabbly Connect website and either sign in or sign up for a free account.
Once logged in, you’ll have access to 100 free tasks each month, allowing you to create automations without any coding skills. This is your first step towards automating booking confirmations.
2. Setting Up the Trigger in Pabbly Connect
In Pabbly Connect, the integration process begins with setting up a trigger. Select Calendly as the trigger application. This means that whenever a new booking is made, it will trigger the automation.
- Choose “Invite Created” as the event.
- Click on the connect button to establish a connection.
- Log into your Calendly account if prompted.
After connecting, select your organization and user, then click on “Save and Send Test Request” to ensure the trigger is working correctly. This sets the stage for the next steps in the integration.
3. Capturing the Response from Calendly
Once the trigger is set, you can test it by scheduling a new meeting in Calendly. As you fill in details like your name and email, Pabbly Connect will capture this information.
For example, if you enter the name “Best Lead” and email “[email protected]”, this data will be recorded in Pabbly Connect. You can verify the captured response in the logs to ensure everything is functioning smoothly.
4. Sending a Confirmation Email via Gmail
After capturing the response, the next step is to send a confirmation email through Gmail using Pabbly Connect. Select Gmail as the action application and choose the “Send Email” event.
- Connect your Gmail account by clicking on “Sign in with Google”.
- Map the recipient’s email address from the previous Calendly response.
- Fill in the subject and body of the email, ensuring to include dynamic data.
Once the email is configured, click on “Send Test Request” to ensure the email gets sent correctly. This confirms that your automation is now complete and functional.
5. Finalizing the Integration Setup
After successfully sending the confirmation email, you can finalize your integration setup in Pabbly Connect. Review the workflow to ensure all steps are functioning as intended.
This integration allows for seamless booking confirmations whenever a new meeting is scheduled in Calendly. Now, every time a booking is made, an email will automatically be sent to the customer, enhancing your business’s efficiency.
Conclusion
In this tutorial, you learned how to integrate Calendly with Gmail using Pabbly Connect. This setup automates your booking confirmations, allowing for a more efficient workflow in your business. With Pabbly Connect, you can streamline processes without any coding skills.
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