Watch Step By Step Video Tutorial Below
1. Introduction to the Integration
Integrating You Can Book Me with Active Campaign enhances your scheduling process. This allows for seamless data flow between the two applications.
You Can Book Me is a scheduling software, while Active Campaign serves as an email marketing tool. Together, they streamline booking notifications and customer management.
2. Setting Up Pabbly Connect
To begin, visit the Pabbly Connect website and sign in to your account. If you don’t have one, registering takes just a couple of minutes.
Once logged in, navigate to the “Connect” section and click on the “Create Workflow” button. This will initiate the setup for your integration.
3. Creating a Workflow for You Can Book Me
Name your workflow something descriptive, like “You Can Book Me to Active Campaign.” This makes it easier to identify later.
In the trigger window, select You Can Book Me and choose the trigger event as “New Booking.” This ensures the workflow activates with every new booking made.
4. Configuring You Can Book Me Settings
Within You Can Book Me, access the booking profile you wish to integrate. Click on “Notifications” to set triggers for new bookings.
Create a webhook that triggers when a new booking occurs. Ensure to configure the webhook to send relevant customer details to Pabbly Connect.
To capture more data, modify the JSON payload in the webhook settings to include fields like last name and phone number.
5. Syncing Data with Active Campaign
After setting up the webhook, test it by making a live booking in You Can Book Me. This action captures data in Pabbly Connect.
Next, configure the action step to send this data to Active Campaign. Choose to create or update a contact based on the booking information.
Map the fields from You Can Book Me to Active Campaign accurately, ensuring all necessary information, like email and phone number, is included.
Conclusion
This guide illustrates how to integrate You Can Book Me with Active Campaign using Pabbly Connect, effectively automating your booking and customer management process.
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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