How to Create ConvertKit Subscriber in Sequence for TidyCal Booking with Pabbly Connect

Learn how to create a ConvertKit subscriber in sequence for TidyCal bookings using Pabbly Connect. Step-by-step tutorial with API keys and more! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Simply enter the URL Pabbly.com/connect in your browser. This will take you to the homepage where you can either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to receive 300 tasks every month. Existing users should click ‘Sign In’. Once logged in, you will see the dashboard of Pabbly Connect, which allows you to create workflows that automate tasks between applications like TidyCal and ConvertKit.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is straightforward. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, name your workflow something like ‘Create ConvertKit Subscriber for TidyCal Booking’.

• Select a folder to save your workflow.
• Click ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see options for setting up a trigger and an action. The trigger will be TidyCal, and the action will be ConvertKit, allowing you to automate subscriber creation whenever a new booking is made.

3. Setting Up the Trigger with TidyCal

To set up the trigger in Pabbly Connect, select TidyCal as your trigger application and choose ‘New Booking’ as the trigger event. This means that every time a new booking is made in TidyCal, it will trigger the workflow.

Click on ‘Connect’ to establish a connection with your TidyCal account. If it’s your first time connecting, select ‘Add New Connection’ and log in to TidyCal. Once authorized, the connection will be successful. You can then perform a test booking to ensure everything works correctly.

4. Configuring the Action with ConvertKit

Next, set up the action in Pabbly Connect by selecting ConvertKit as your action application. Choose ‘Add Subscriber to Sequence’ as the action event. This will allow you to add the new subscriber to a specific sequence in ConvertKit.

• Click ‘Connect’ to link your ConvertKit account.
• Enter your API Key and API Secret from your ConvertKit account settings.
• Map the email and first name fields from the TidyCal booking response.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the subscriber is added successfully to ConvertKit. You should see the new subscriber in your ConvertKit dashboard.

5. Conclusion and Final Thoughts

In this tutorial, we explored how to automate the process of adding a ConvertKit subscriber in sequence for TidyCal bookings using Pabbly Connect. By setting up a trigger with TidyCal and an action with ConvertKit, you can streamline your workflow effectively.

Utilizing Pabbly Connect not only saves time but also ensures that your subscriber list is always up-to-date with new bookings. This integration allows for efficient management of your marketing efforts and enhances your overall productivity.

With this knowledge, you can now implement similar workflows for other applications using Pabbly Connect. If you have any questions or need assistance, feel free to reach out to the support team.