In this blog, we are going to proceed the step by step procedure to add all the newly added YouCanBook.me bookings to the Pipedrive deals automatically.
We are going to integrate YouCanBook.me with Pipedrive using Pabbly Connect to send the booking’s data to create a deal automatically. Pabbly Connect enables connecting two or more services to shares data in real-time.
We’ll set up a trigger on the YouCanBook.me new bookings and its respective action for creating deals on Pipedrive.
Also, Pabbly Connect provides instant triggers, routers, filters and formatters to design limitless workflows. Further, it also allows you to use many advanced options like multi-step calls, integration with unlimited premium apps etc. And all this without writing a single line of code or help from a professional.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
In a few minutes interval, it allows you to add the freshly scheduled bookings as deals from YouCanBook.me to Pipedrive. So, save your time and access all Pabbly Connect features without any restriction even in its free plan.
Now, let’s move forwards with the step by step procedure to integrate YouCanBook.me to Pipedrive and automatically add the newly added bookings as deals.
Step 1: Sign up to Pabbly Connect
Visit the official website of Pabbly Connect & then hit the ‘Sign-Up Free‘ button. Next, on the registration page signup using an existing Google account or manually fill in the form to get into the system.
Step 2: Access Pabbly Connect
After signing up successfully, click the ‘Access Now’ button of the software ‘Connect’ Pabbly application.
Step 3: Workflow for YouCanBook.me with Pipedrive Integration
(a) Start with a New Workflow
Start with creating a workflow to add new YouCanBook.me bookings to Pipedrive as deals and to do this strike the ‘Create New Workflow’ button.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: YouCanBook.me to Pipedrive etc) and push the ‘Save’ button.
Step 4: Setting Trigger for YouCanBook.me – Pipedrive Integration
To automatically add new YouCanBook.me bookings to Pipedrive as deals whenever a booking happens, you need to set-up a trigger on ‘New Booking’ and its respective action to add the customer’s details as a deal in Pipedrive.
(a) Select Application you want to integrate
When you hit the save button to create a workflow, a trigger window will open next.
You’ll need to select the ‘YouCanBook.me’ option from the ‘Choose App’ field drop-down options.
(b) Copy the Webhook URL
Check, the method in here to be ‘New Booking’ & copy the ‘Webhook URL’ by clicking the ‘Copy’ button on this page.
Up to this point, we are half-way done with the YouCanBook.me to Pipedrive integration’s trigger. And now, we’ll need to paste this URL on our YouCanBook.me settings to get the trigger working.
Step 5: Connecting YouCanBook.me to Pabbly Connect
To connect your YouCanBook.me account and Pabbly Connect. First, sign-in into your YouCanBook.me account.
(a) Go to Your YouCanBook.me Account
After signing in to your YouCanBook.me account, click the plus button to create a booking page.
(b) Assign a Booking Page Title
Click on the ‘Edit’ button of the recently created booking page and assign a ‘Booking Page Title’.
(c) Go to Your YouCanBook.me Webhook Settings
Next, click the ‘Notification’ option from the left vertical menu and then click on ‘After the new booking made’. And then click the plus button.
(d) Click on ‘Webhook’ Button
A small pop-up will open up carrying some buttons, click on the ‘Webhook’ button.
(e) Paste Webhook URL
Now, paste the copied Webhook URL form Pabbly Connect in the ‘URL’ field here. Also, select the HTTP method as ‘POST’.
(f) Click on the ‘Save Changes’ Button
Lastly, click on the ‘Save changes’ button on this page.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see we are done setting up the trigger to send order data when a new booking is made through YouCanBook.me. So now, let’s just test the trigger by making a test order on YouCanBook.me.
(a) Capture Webhook Response
To test the trigger, first, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.
(b) Go to the YouCanBook.me Account’s Live Booking Page
Open the YouCanBook.me booking page by hitting the ‘Live Booking Page’ option from the left verticle menu.
(c) Select Date & Time
Next, click select the date and time for booking a slot.
(d) Confirm the Booking
Feed all the required details to complete the booking and lastly hit the ‘Confirm Booking’ button.
(e) Check Trigger API’s Response
Check the captured trigger response in the Pabbly Connect trigger window. You can sell all the data fed in the booking in the response clearly.
Step 7: Setting Action for YouCanBook.me – Pipedrive Integration
As we can see the response that we got of the set trigger is as expected and now we can move forward towards taking an action on the received data from YouCanBook.me.
(a) Select Application You Want to Integrate
To start adding new YouCanBook.me bookings to Pipedrive as deals, click the plus button next to your recently created trigger window.
Then select the ‘Pipedrive’ app to integrate from the ‘Choose App’ field’s drop-down menu.
(b) Connect with Pipedrive
Next, select the method in here to be ‘Create Deal’ and then click ‘Connect with Pipedrive’ button.
(c) Go to Pipedrive Settings
Next, you’ll need an API key to complete the connection. So, go to the ‘Company Setting’ by clicking the profile icon present at the top-right corner of the page.
(d) Copy the API Token
On the company settings page, you’ll see a secondary vertical menu. Click the ‘Personal Preferences’ option from the menu.
Next, hit the ‘API’ option in the personal preference’s horizontal menu.
Lastly, copy the API token from here.
(e) Paste the API Token
Paste the copied API token in Pabbly Connect and push the ‘Save’ button to establish a connection.
(f) Map the Values
First, assign a title to the deal and then map all the required fields from the YouCanBook.me to Pipedrive deal.
To map a value from the response, simply place your cursor on the field and then click the menu icon or three verticle lines present right next to that particular field.
(g) Save & Send Test Request
After mapping all the necessary fields, click on the ‘Save & Send Test Request’ button.
(h) Check the Action API’s Response
You can check the response of your API in the action window.
(i) Check the Entry in Pipedrive
Also, you can check the entry of a new done in your connected Pipedrive account.
Step 8: Save the Workflow
(a) Save the Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save the Workflow
As we can see the Webhook is working perfectly. So, simply save the webhook by clicking the save button in the trigger window.
Well, this is all about ‘How to add new YouCanBook.me bookings to Pipedrive as deals’. Consequently, after completing the step by step procedure, you will end up adding all the new YouCanBook.me bookings to your Pipedrive account as deals. Most importantly, the procedure is very easy to implement and you don’t need any coding knowledge to follow the steps.
You can always try Pabbly Connect for FREE.
For any further questions, do comment below. We’ll get back to you ASAP.