Tired of searching for a way to create Pipedrive activity for new YouCanBook.me Bookings? If yes, then here you can sit back and relax as we are going to integrate YouCanBook.me with Pipedrive in real-time.

So basically, YouCanBook.me is an online booking platform which enables people to create bookings easily. On the other hand, Pipedrive is a CRM tool that assists businesses with marketing and other sales processes. Therefore, most of the people want their bookings to auto-populate in Pipedrive to outgrow their business by generating leads. And in such a hectic life, adding booking manually is a hell lot of work to do. Thus, to save you out from such troubles, applications like Pabbly Connect comes into play.

Pabbly Connect helps you to create a smooth workflow between several services by integrating them just once for easy for data transmission. Besides, this app is very easy to use and doesn’t require any technical skills.

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

Sign Up To Pabbly Connect   

In just a few minutes,we will understand how to create Pipedrive activity for new YouCanBook.me bookings in real-time. Furthermore, this software is packed with features for making data transfer a cakewalk. Apart from that,  it also provides features such as routers, path-routers, instant triggers, etc even in its free plan.

Here, in this article, you will be able to integrate YouCanBook.me with Pipedrive using Pabbly Connect. And, all the booking data will get transfer in real-time.

How to Create Pipedrive Activity for New YouCanBook.me Bookings (step by step)

So, let’s get started.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to create Pipedrive activity for the new YouCanBook.Me bookings by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Moreover, either fill-up the details manually, or else you can sign up via the Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the “Access Now” button as shown in the above image.

Step 3: Workflow for YouCanBook.me & Pipedrive Integration

(a) Start with a New Workflow

Create New Workflow

Begin the process of building a workflow for integration by pressing on the “Create New Workflow” button.

(b) Name the Workflow

YouCanBook.Me to Pipedrive Workflow

Next, add the name of the workflow that is “YouCanBook.me to Pipedrive”. Even though, you can always change its name as per your requirement.

Step 4: Setting Trigger for YouCanBook.me to Pipedrive Integration

Once you create a workflow, now you have to select the integration app to create a YouCanBook.me booking. Pabbly Connect enables you to create infinite workflows within minutes, tap here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

The following step is to select “YouCanBook.me” from the dropdown, then choose the “New Booking” option to add the data from the software into Pipedrive.

(b) Copy the Webhook URL

Copy the Webhook URL

The succeeding step is to copy the webhook URL.

Step 5: Connecting YouCanBook.me to Pabbly Connect

Later on, to create Pipedrive activity for new YouCanBook.me bookings, you need to paste the copied Webhook URL in the software. Hence to do that, first, you need to log in to your YouCanBook.me account.

(a) Create a New Booking

Create a New Booking

In the YouCanBook.me dashboard, you can either create a new booking or else choose from the given templates of booking by simply clicking on them.

(b) Click on Edit Option

Click on Edit Option

Next, tap on the “Edit” option of the booking that you wish to add to Pipedrive activity.

(c) Go to Notifications

Go to Notifications

Following that, now go to the notifications section by pressing on the “Notifications” option.

(d) Click on “After New Booking Made” Option

Click on "After New Booking Made" Option

Subsequently, tap on the “After new booking made” option, which will offer some options including the (+) button to add other integrations. Just hit the “(+)” button to move forward.

(e) Tap on the Webhook Option

Tap on the Webhooks Option

After clicking on the (+) button, you will see a “Webhook” option, just tap on that option.

(f) Paste the Copied URL

Paste the Copied URL

Later on, paste the copied URL of Pabbly Connect in the Box named URL, and in the HTTP method, select the “POST” option.

(g) Click on Save Changes

Clilck on Save Changes

Now, in the Payload section, add some codes associated with the form details that you want to add in the Pipedrive activity. Once you are done making all the changes, simply tap on the button named “Save Changes”.

(h) Go to Live Booking Page

Go to Live Booking Page

Next, to test the workflow, you will need to make a booking in YouCanBook.me account. And for that, just go to the booking page by pressing on the “Live booking page” option in the side panel.

(i) Fillup the Booking Form

Fillup the Booking Form to Create Pipedrive Activity for New YouCanBook.me Bookings

Now, enter all the details of the booking form & click on the “Confirm Booking” button. But before that, make sure that you’ve clicked on the “Capture Webhook Response” button in the Pabbly Connect dashboard.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard to Create Pipedrive Activity for New YouCanBook.me Bookings

After filling the form, the booking entry will appear on the “Pabbly Connect” dashboard. Following that, simply tap on the “Save” option.

Step 7: Setting Action for YouCanBook.me & Pipedrive Integration

Consequently, after setting trigger, now it’s time to set an action. And for that, you need to select the integration app to send YouCanBook.me booking to PipeDrive. Pabbly Connect allows you build unlimited workflows within minutes, tap here to sign up for unlimited workflows for free.

(a) Select Application You Want to Integrate

Select Application You Want to Integrate to Create Pipedrive Activity for New YouCanBook.me Bookings

In order to create Pipedrive activity for new YouCanBook.Me bookings, click the (+) button. Then select the ‘Pipedrive’ app to integrate from the ‘Choose App’ and select the method as ‘Create Activity’. Then click the ‘Connect’ button.

(c) Go to Pipedrive Settings

Pipedrive Settings

Afterward, you’ll need an API key to complete the connection. So, go to the ‘Company Setting’ by pressing on the profile icon present at the top-right corner of the page.

(d) Copy the API Token

Copy the API Token

On the company settings page, you’ll see a secondary vertical menu. Simply tap on the ‘Personal Preferences’ option from the menu. Following that, press the ‘API’ option in the personal preference’s horizontal menu. Finally, copy the API token from here.

(e) Paste the API Token

Paste API Token

Now, paste the copied API token in Pabbly Connect & click on the ‘Save’ button.

(f) Map the Values

Map the Values to Create Pipedrive Activity for New YouCanBook.me Bookings

First of all, add a subject of the activity in our case i.e, “YouCanBook.me to PipeDrive” and then map all the required fields from the YouCanBook.me to Pipedrive. After that, just tap on the ‘Save & Send Test Request’ button.

(g) Test the Submission and Save

Test the Submission and Save to Create Pipedrive Activity for New YouCanBook.me Bookings

You can check the response of your API in the action window and the Webhook is working perfectly. So, simply save the webhook by pressing the “Save” button in the trigger window.

Step 8: Check Response in Pipedrive

Check the Entry in Pipedrive to Create Pipedrive Activity for New YouCanBook.me Bookings

Also, you can check the entry of a new done in your connected Pipedrive account.

Wind-Up

Well, this is all about ‘How to Create Pipedrive Activity for New YouCanBook.me Bookings’. Subsequently, after completing the step by step procedure, your all the new YouCanBook.me bookings will get automatically updated in your Pipedrive account as an activity. Moreover, the procedure is quite simple and easy to implement.

Besides, you don’t need any coding knowledge to follow the steps. You can always try Pabbly Connect for FREE. In case you have any questions, do write to us in the comment section below. We’ll get back to you ASAP.

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