Automate CRM Deal Creation with Pabbly Connect: Acuity Scheduling to ActiveCampaign

Learn how to automate deal creation in your CRM using Pabbly Connect, integrating Acuity Scheduling with ActiveCampaign effortlessly. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate deal creation in your CRM, the first step is to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by signing up for a free account on the Pabbly Connect website, where you can also find the link in the description.

Once you’ve signed up, log in to your Pabbly Connect account. You will be directed to the dashboard where you can create your first workflow. Click on the ‘Create Workflow’ button, and name your workflow something relevant like ‘Create Deals on New Bookings’. This step is crucial as it sets the foundation for your automation.

2. Setting Up the Trigger with Acuity Scheduling

In this step, you will set up the trigger event using Pabbly Connect to connect with Acuity Scheduling. Select Acuity Scheduling as your trigger application and choose the event ‘New Appointment’. This event will initiate the workflow whenever a new appointment is booked.

• Choose ‘New Appointment’ as the trigger event.
• Click on the Connect button and select ‘Add New Connection’.
• Fill in your Acuity Scheduling credentials to establish the connection.

After connecting, click on ‘Save and Send Test Request’. You will then need to create a dummy appointment in Acuity Scheduling to test the connection. Once the appointment is created, the details will be fetched back into Pabbly Connect, confirming that your trigger is set up correctly.

3. Creating Deals in ActiveCampaign

After successfully capturing the appointment details, the next step is to create a deal in ActiveCampaign using Pabbly Connect. Select ActiveCampaign as your action application and choose ‘Create a Deal’ as the action event. This will allow you to automatically create a deal in your CRM whenever a new appointment is booked.

To connect to ActiveCampaign, click on the Connect button and select ‘Add New Connection’. You will need to provide the API key and URL from your ActiveCampaign account settings. Make sure to format the URL correctly by removing the leading HTTP.

• Locate your API key in the Developer section of ActiveCampaign settings.
• Copy and paste the API key and URL into Pabbly Connect.
• Click on Save to establish the connection.

Once connected, you will map the contact ID from the previous step, ensuring that each deal is associated with the correct customer. This step is essential for maintaining accurate records in your CRM.

4. Finalizing the Workflow with Additional Steps

To ensure that every deal created has the necessary information, you will need to add a step to create a contact in ActiveCampaign before the deal creation step. Use Pabbly Connect to select ‘Create a Contact’ as your action event. This will allow you to add the customer’s details into ActiveCampaign.

Map the details from the Acuity Scheduling step, such as the first name, last name, email address, and phone number. After mapping these fields, click on ‘Save and Send Test Request’ to create the contact.

Ensure all contact details are correctly mapped from the Acuity Scheduling step. Click on Save to finalize the contact creation. Test this step to confirm the contact is added successfully.

Once the contact is created, you can return to the deal creation step and map the contact ID accordingly. This ensures that every deal is linked to the correct contact in your CRM.

5. Testing and Activating Your Workflow

With all steps configured, it’s time to test your entire workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ for the deal creation step. This will create a new deal in ActiveCampaign based on the appointment details captured earlier.

After testing, check your ActiveCampaign account to verify that the deal has been created successfully. You should see the new deal in the designated pipeline, along with the associated contact information. This confirms that your automation is functioning as intended.

Once everything is confirmed to be working, activate your workflow in Pabbly Connect. From now on, every new appointment booked through Acuity Scheduling will automatically create a deal in ActiveCampaign, streamlining your CRM processes.

Conclusion

In conclusion, using Pabbly Connect to integrate Acuity Scheduling with ActiveCampaign allows you to automate deal creation in your CRM effortlessly. This setup eliminates manual tasks and enhances your efficiency in managing new appointments and customer relationships.