Integrate Mailchimp with Bookeo Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Mailchimp subscribers with tags for Bookeo bookings using Pabbly Connect. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Mailchimp and Bookeo Integration

To begin the integration process, you need to access Pabbly Connect. This platform will enable the automation between Mailchimp and Bookeo seamlessly. First, create a free account on Pabbly Connect by following the sign-up link provided in the description.

Once you have logged into your Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow, for example, ‘Bookeo to Mailchimp’, and then click on ‘Create’. Your workflow will consist of a trigger window and an action window, which are essential for setting up the automation.

2. Configuring the Trigger with Bookeo in Pabbly Connect

In this step, you will configure the trigger that initiates the workflow in Pabbly Connect. Select Bookeo as your trigger app and choose the trigger event as ‘New Booking’. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter the API key from your Bookeo account.

• Go to your Bookeo account and install the Pabbly Connect app to obtain the API key.
• Sign in with your Bookeo credentials to install the app.
• Copy the API key and paste it into Pabbly Connect.

After entering the API key, click on ‘Save’. This establishes a connection between Bookeo and Pabbly Connect. Now, click on the ‘Send Test Request’ button to check the connection. You will need to make a test booking in Bookeo to see if the automation triggers correctly.

3. Making a Test Booking in Bookeo

To test the integration, you need to create a test booking in your Bookeo account. Navigate to the booking page and fill out the required details such as the date, time, customer name, email, and any notes. Confirm the booking.

Once the booking is confirmed, Pabbly Connect will receive the details of this booking. You should see the booking information reflected in the trigger window of Pabbly Connect shortly after making the booking. This confirms that the connection is working properly.

4. Setting Up the Action to Create a Mailchimp Subscriber

Now that the trigger is set up, it’s time to configure the action for Mailchimp. In the action window of Pabbly Connect, select Mailchimp as your action app. Choose the action event as ‘Add New Member with Custom Field’. Click on ‘Connect’ and create a new connection using your Mailchimp API token and data center.

• Log into your Mailchimp account to find your API token in the profile section.
• Copy the data center from your Mailchimp URL.
• Paste both the API token and data center into Pabbly Connect.

After saving the connection, select the audience list in Mailchimp where you want to add the new subscribers. Map the email address and other details from the trigger response to the action fields. This includes mapping the subscriber’s name and assigning tags based on the booking details.

5. Final Testing and Verification of the Automation

After setting up the action, it’s crucial to test the entire workflow to ensure everything is functioning correctly. Make another test booking in Bookeo and check if the details are reflected in Mailchimp as a new subscriber.

Open your Mailchimp account and navigate to the ‘All Contacts’ section. You should see the new subscriber with the correct tags that were set during the automation setup. This indicates that Pabbly Connect is effectively automating the process between Bookeo and Mailchimp.

Conclusion

In this tutorial, we demonstrated how to create Mailchimp subscribers with tags for Bookeo bookings using Pabbly Connect. By following these steps, you can automate your booking process and manage your subscribers efficiently. With Pabbly Connect, integrating applications becomes a breeze, allowing you to focus on growing your business.