How to Add New YouCanBook.me Bookings to Pipedrive 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.

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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.