Learn how to integrate Bookeo customers as subscribers to Mailchimp using Pabbly Connect in this detailed tutorial. Follow the step-by-step process for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Integration
In this section, we will highlight how Pabbly Connect serves as the central platform for integrating Bookeo and Mailchimp. This integration allows for seamless automation of adding customers as subscribers whenever a new booking is made.
Pabbly Connect simplifies this process by eliminating the need for coding skills. Users can easily set up the integration through a user-friendly interface, making it accessible for everyone.
2. Setting Up Your Pabbly Connect Account
To start using Pabbly Connect, navigate to the official website. Sign up for a free account, which offers 100 tasks per month. Once registered, log in to access the Pabbly Connect dashboard.
- Visit the Pabbly Connect website.
- Click on ‘Sign Up for Free’ and create your account.
- Log into your Pabbly Connect dashboard.
After logging in, you can create a new workflow to set up the integration between Bookeo and Mailchimp. This step is crucial for automating the process of adding subscribers.
3. Creating the Workflow in Pabbly Connect
In this step, we will create a workflow in Pabbly Connect to connect Bookeo with Mailchimp. Click on the ‘+’ icon to create a new workflow and name it appropriately, such as ‘Add Bookeo Customers as Subscribers to Mailchimp’.
Next, you will set a trigger event in Pabbly Connect. Select Bookeo as the application and choose the ‘New Booking’ trigger. This ensures that every time a new booking is made, the workflow is activated. You will also need to connect your Bookeo account by entering the API key, which can be obtained from your Bookeo account settings.
4. Mapping Data and Adding Delay
Once the trigger is set up, the next step involves mapping the data received from Bookeo to Mailchimp. This is done by clicking on the ‘Add Action’ step and selecting Mailchimp as the application. Choose the action event ‘Add New Member with Custom Fields’. using Pabbly Connect
Before adding the subscriber, we need to format the date of the booking. Use the ‘Date and Time Formatter’ in Pabbly Connect to format the booking date correctly. This ensures that the subscriber is added on the actual booking day. You will need to apply a delay to the action step to achieve this.
- Select ‘Date and Time Formatter’ in the action event.
- Map the start date from the booking details.
- Apply a delay until the formatted date for adding the subscriber.
This step is crucial as it ensures that the subscriber is only added to Mailchimp on the day they booked the service through Bookeo.
5. Finalizing the Integration with Mailchimp
Now that the delay is set, it’s time to finalize the integration by adding the subscriber to Mailchimp. In the action step, connect your Mailchimp account using the API key and data center information. Ensure that you map all necessary fields such as email address, first name, last name, and phone number. using Pabbly Connect
After mapping the fields, click on ‘Save and Send Test Request’ to verify that the subscriber is added successfully. You should see a confirmation in your Mailchimp account, indicating that the new subscriber has been added. This confirms that your integration is working smoothly.
Conclusion
In conclusion, this tutorial demonstrates how to integrate Bookeo customers as subscribers to Mailchimp using Pabbly Connect. By following the steps outlined, you can automate the subscription process seamlessly, ensuring that your email marketing efforts are efficient and effective. With Pabbly Connect, integrating various applications has never been easier.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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