How to Add/Update ActiveCampaign Contacts for New Acuity Scheduling Appointments Using Pabbly Connect

Learn how to seamlessly add or update ActiveCampaign contacts for new Acuity Scheduling appointments using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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. Setting Up Pabbly Connect for Integration

In this section, we will explore how to set up Pabbly Connect to integrate ActiveCampaign with Acuity Scheduling. Access Pabbly Connect by visiting its website and signing up for a free account. Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button to start the integration process.

When creating your workflow, name it appropriately; for example, ‘Acuity Scheduling to ActiveCampaign’. This will help you easily identify the workflow later. Next, you will be prompted to select a trigger application, which in this case is Acuity Scheduling.

2. Selecting Trigger Event in Pabbly Connect

Once you have set up your workflow in Pabbly Connect, the next step is to choose the trigger event. For this integration, select Acuity Scheduling as your trigger application. The specific trigger event you want to choose is ‘New Appointment’. This event will activate the workflow each time a new appointment is booked.

• Search for Acuity Scheduling in the trigger application list.
• Select ‘New Appointment’ as the trigger event.
• Click on the ‘Connect’ button to establish a connection.

After selecting the trigger event, you will need to connect your Acuity Scheduling account. Click on ‘Add New Connection’ and follow the prompts to log in to your Acuity account. Once connected, you can test the connection to ensure everything is working correctly.

3. Mapping Data from Acuity Scheduling to ActiveCampaign

After setting up the trigger in Pabbly Connect, the next step involves mapping the data from Acuity Scheduling to ActiveCampaign. This is crucial for ensuring that the contact details are accurately captured and transferred. You will need to select ActiveCampaign as the action application.

Choose the action event as ‘Create or Update Contact’. This allows you to either create a new contact or update an existing one based on the email address provided. You will then click on the ‘Connect’ button to link your ActiveCampaign account.

• Select ActiveCampaign from the action application list.
• Choose ‘Create or Update Contact’ as the action event.
• Connect your ActiveCampaign account by entering the required API key and URL.

Ensure to input the API key and URL correctly to establish a successful connection. This will allow Pabbly Connect to access your ActiveCampaign account and perform the necessary actions.

4. Testing the Integration in Pabbly Connect

With both Acuity Scheduling and ActiveCampaign connected through Pabbly Connect, it’s time to test the integration. Start by clicking the ‘Save and Send Test Request’ button. This will initiate a test to verify that the workflow is functioning as intended.

To perform the test, create a dummy appointment in your Acuity Scheduling account. Fill out the necessary details such as name, email, and appointment time. Once the dummy appointment is created, return to Pabbly Connect to see if the data has been captured correctly.

If successful, you should see the dummy contact information reflected in the response section of Pabbly Connect. This confirms that the integration is working smoothly and that new contacts from Acuity Scheduling will automatically be added to ActiveCampaign.

5. Finalizing and Automating the Workflow

After confirming that the test was successful, you can finalize the workflow in Pabbly Connect. Click on the ‘Save’ button to store your workflow settings. This automation will now run in real-time, adding or updating contacts in ActiveCampaign whenever a new appointment is booked in Acuity Scheduling.

This means you no longer have to manually input contact details, saving you time and reducing errors. The integration between Acuity Scheduling and ActiveCampaign via Pabbly Connect will handle everything automatically, allowing you to focus on your business.

Once the workflow is set up, it will continuously operate in the background, ensuring your contact list is always up to date with new appointments.

Conclusion

Integrating Acuity Scheduling with ActiveCampaign using Pabbly Connect streamlines the process of managing appointments and contacts. By following the steps outlined in this tutorial, you can automate the addition and updating of contacts efficiently, enhancing your marketing efforts.