How to Create Google Contacts for Acuity Scheduling Appointments Using Pabbly Connect

Learn how to automate the creation of Google Contacts for Acuity Scheduling appointments using Pabbly Connect. Step-by-step guide with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Google contacts for Acuity Scheduling appointments, you first need to access Pabbly Connect. This platform enables seamless integration between Acuity Scheduling and Google Contacts. Start by visiting the Pabbly Connect website and signing up for a free account if you don’t have one.

Once signed in, navigate to your dashboard. Here, you will find various applications provided by Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the integration process.

2. Setting Up Trigger and Action in Pabbly Connect

In this section, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger will be ‘New Appointment’ in Acuity Scheduling, and the action will be ‘Create Contact’ in Google Contacts. Name your workflow appropriately, such as ‘Acuity Scheduling to Google Contacts’.

• Click on the trigger application and select Acuity Scheduling.
• Choose the event type as ‘New Appointment’.
• Connect your Acuity Scheduling account by entering your email and granting access.

After setting up the trigger, proceed to configure the action in Pabbly Connect. Select Google Contacts as your action application and choose the event type as ‘Create Contact’. This setup will ensure that every new appointment automatically creates a contact in Google Contacts.

3. Adding Appointments in Acuity Scheduling

Now that your trigger and action are set up in Pabbly Connect, it’s time to add a new appointment in Acuity Scheduling. Go to your Acuity Scheduling account and click on the ‘Add New Appointment’ button. Fill in the necessary details for the appointment.

For instance, you can enter the client’s first name, last name, phone number, and email. After entering the details, click on ‘Schedule Appointment’. This action will trigger the workflow you set up in Pabbly Connect, sending the appointment details to Google Contacts.

4. Mapping Data from Acuity to Google Contacts

After adding the appointment, Pabbly Connect will capture the appointment details. The next step involves mapping these details to create a new contact in Google Contacts. Mapping allows you to transfer data from the trigger application to the action application accurately.

• Map the first name from the Acuity appointment to the first name field in Google Contacts.
• Map the email and phone number similarly.
• Add notes if necessary, such as appointment date and time.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. This action will create a new contact in Google Contacts, populated with the data from the Acuity Scheduling appointment.

5. Verifying the New Contact in Google Contacts

The final step is to verify if the new contact has been created in Google Contacts. Refresh your Google Contacts page and look for the newly created contact with the details you entered in Acuity Scheduling. This verification confirms that the integration via Pabbly Connect is successful.

You should see the contact listed with all relevant information, including the name, email, and phone number. This automated process saves you time and ensures that your client details are always up to date in your Google Contacts.

Conclusion

In this tutorial, we explored how to create Google contacts for Acuity Scheduling appointments using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts, enhancing your workflow efficiency. This integration not only saves time but also ensures that your client information remains consistent across platforms.