Create Mailchimp Subscribers from New Acuity Scheduling Appointments Using Pabbly Connect

Learn to create Mailchimp subscribers from new Acuity Scheduling appointments with Pabbly Connect. Follow these detailed steps to automate your workflow effectively. 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. Access Pabbly Connect for Integration

To create Mailchimp subscribers from new Acuity Scheduling appointments, first, access Pabbly Connect. This platform allows you to connect various applications seamlessly. If you don’t have an account, sign up for free. Once signed in, you will be directed to the Pabbly Connect dashboard.

In the top right corner of the dashboard, click on the big blue button labeled ‘Create Workflow’. You will need to name your workflow; for this tutorial, let’s name it ‘Create Mailchimp Subscribers from Acuity Scheduling Appointments’. Click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

Now, we need to set up the trigger application in Pabbly Connect. The trigger will be a new appointment created in Acuity Scheduling. Select Acuity Scheduling as your trigger application and choose the event as ‘New Appointment’. This action will initiate the workflow every time a new appointment is scheduled.

• Open your Acuity Scheduling account in a separate tab.
• Click on ‘Connect’ to link your Acuity account to Pabbly Connect.
• Enter your email to establish the connection.

Once connected, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the details of a new appointment. Ensure you create a sample appointment in your Acuity account to test this connection effectively.

3. Setting Up the Action to Create a Mailchimp Subscriber

After successfully capturing the appointment data, it’s time to set up the action step in Pabbly Connect. Select Mailchimp as your action application and choose the action event as ‘Add New Member with Custom Fields’. This allows you to include more information than just the name, such as the email address and phone number.

Next, connect your Mailchimp account to Pabbly Connect. Click on ‘Add New Connection’ and enter your API key and data center. To find your API key, go to your Mailchimp account, navigate to your profile, then to ‘Extras’ and select ‘API Keys’. Generate a new key specifically for this workflow.

• Copy the generated API key and paste it into Pabbly Connect.
• Enter your data center, which can be found in the URL of your Mailchimp account.

Once the connection is established, select your audience list in Mailchimp, which will receive the new subscriber information.

4. Mapping Data from Acuity to Mailchimp

With your action application set up, it’s time to map the data from Acuity Scheduling to Mailchimp using Pabbly Connect. Click on each field in the Mailchimp action to populate it with data from the previous step. This includes the email address, first name, last name, and mobile number of the new appointment.

For instance, map the email address field to the email captured from the Acuity appointment. Continue this process for all relevant fields to ensure that the subscriber is created with complete information.

Map the email address to the corresponding field in Mailchimp. Ensure the subscriber status is set to ‘subscribed’.

Once all fields are mapped, click on ‘Save and Send Test Request’ to verify if the subscriber is created successfully in Mailchimp. You should see a confirmation that the subscriber has been added.

5. Finalizing Your Pabbly Connect Integration

After confirming that the subscriber has been created in Mailchimp, finalize your workflow in Pabbly Connect. Save your workflow by clicking on ‘Save’. You can now close the test window and check your Mailchimp account to see the newly created subscriber.

To recap, the integration process involves setting up Acuity Scheduling as the trigger application and Mailchimp as the action application using Pabbly Connect. This setup allows automatic creation of subscribers in Mailchimp for every new appointment scheduled in Acuity.

By utilizing Pabbly Connect, you can streamline this process, ensuring that your marketing efforts are aligned with your scheduling activities. This integration not only saves time but also enhances communication with your clients.

Conclusion

In conclusion, using Pabbly Connect to create Mailchimp subscribers from new Acuity Scheduling appointments automates your workflow effectively. By following these steps, you can ensure seamless integration between your scheduling and email marketing efforts.