How to Integrate TidyCal Booking Details into Google Sheets Using Pabbly Connect

Learn how to automate adding TidyCal booking details to Google Sheets using Pabbly Connect. Step-by-step tutorial with exact integration steps. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating TidyCal with Google Sheets, you must first access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you already have an account, simply sign in. New users can click on the ‘Sign Up for Free’ button, where they will receive 100 free tasks upon account creation.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. Name it something like ‘TidyCal Google Sheets Integration’ and click on ‘Create’ to proceed with the integration process.

2. Setting Up TidyCal as the Trigger App

In this section, you will set TidyCal as the trigger application in Pabbly Connect. After naming your workflow, select TidyCal from the list of applications. The trigger event you need to choose is ‘New Booking’. This event will initiate the workflow whenever there is a new booking made in TidyCal.

• Select ‘New Booking’ as the trigger event.
• Click on ‘Connect’ to link your TidyCal account.
• Authorize Pabbly Connect to access your TidyCal data.

Once connected, Pabbly Connect will check for new bookings every 10 minutes. This polling interval ensures that your Google Sheets are updated promptly with any new booking information.

3. Mapping TidyCal Data to Google Sheets

Next, you will set Google Sheets as the action application in your Pabbly Connect workflow. After setting TidyCal as the trigger, select Google Sheets as the action app and choose the action event as ‘Add New Row’. This will allow you to add booking details directly into your Google Sheets.

• Click on ‘Connect’ to link your Google Sheets account.
• Authorize Pabbly Connect to access your Google Sheets.
• Select the spreadsheet and the specific sheet where data will be added.

In the mapping section, you will need to map the fields from TidyCal to the corresponding columns in Google Sheets. This includes fields like contact name, email address, booking title, and more. Ensure each field is correctly mapped to capture all relevant booking details.

4. Testing the Integration with Real Data

With the mapping complete, it’s time to test the integration. Go back to your TidyCal account and create a new booking. For example, schedule a meeting for October 12th at 4 PM with a test user. Once the booking is confirmed, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will send the booking details to Google Sheets.

After sending the test request, check your Google Sheets to see if the booking information has been added successfully. You should see the details populate in the designated columns. If everything works correctly, your integration is functioning as intended.

5. Ensuring Real-Time Updates in Google Sheets

To ensure that your Google Sheets reflect real-time updates from TidyCal, remember that Pabbly Connect checks for new bookings every 10 minutes. After creating a new booking, wait for this interval to see the updated information in your Google Sheets.

To verify this, create another booking in TidyCal, and after 10 minutes, refresh your Google Sheets. You should see the new booking details appear. This confirms that the integration is successfully capturing and updating booking information automatically.

Utilizing Pabbly Connect for this integration not only automates data entry but also enhances productivity by eliminating manual tasks. With TidyCal and Google Sheets connected, managing bookings becomes seamless and efficient.

Conclusion

In conclusion, integrating TidyCal with Google Sheets using Pabbly Connect allows for automated management of booking details. This step-by-step tutorial illustrated how to set up the integration, map data, and ensure real-time updates effectively. By leveraging Pabbly Connect, you can streamline your scheduling process and enhance productivity.