Integrating Acut Scheduling with Salesmate Using Pabbly Connect

Learn how to automate the creation of Salesmate contacts from Acut Scheduling appointments using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect. You will be directed to the landing page where you can either sign in or sign up for a free account.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This registration takes only a few minutes, and you will receive 100 tasks free every month. If you already have an account, simply sign in to access the dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Create Salesmate Contact for Acut Scheduling Appointment’ and click on the ‘Create’ button.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select ‘Create’ to proceed to the workflow setup.

In this new window, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger box is where you set up the event that starts your workflow, while the action box is where you define what happens when that event occurs.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Acut Scheduling’ as your trigger application in Pabbly Connect. Then, choose the trigger event as ‘New Appointment’. This event will activate the workflow whenever a new appointment is scheduled.

Next, you need to connect your Acut Scheduling account to Pabbly Connect. Click on the ‘Connect’ button, then select ‘Add New Connection’. Enter your email address associated with Acut Scheduling and click ‘Next’. You will need to grant access to complete the connection.

• Select ‘Acut Scheduling’ as the trigger application.
• Choose ‘New Appointment’ as the trigger event.
• Connect your Acut Scheduling account by providing your email and granting access.

Once connected, click on the ‘Send Test’ button to ensure the trigger is set up correctly. You will need to create a new appointment in Acut Scheduling to test the connection.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select ‘Salesmate’ as the action application in Pabbly Connect. The action event should be set to ‘Create Contact’. This action will automatically create a new contact in Salesmate when a new appointment is scheduled.

Connect your Salesmate account by clicking on the ‘Connect’ button, and entering the required details: your host name, account URL, and session token. This information can be found in your Salesmate profile under account settings.

Select ‘Salesmate’ as the action application. Set the action event to ‘Create Contact’. Provide the required connection details for Salesmate.

After successfully connecting Salesmate, you can now map the fields from the Acut Scheduling response to the Salesmate contact fields. This mapping ensures that all relevant client information is transferred correctly.

5. Testing and Verifying the Integration

After setting up the action, it is crucial to test the entire workflow to ensure everything is functioning correctly. Go back to Acut Scheduling and create a new appointment. Fill in the necessary details, including the first name, last name, phone number, and email address.

Once the appointment is created, Pabbly Connect will receive the appointment details. You can check the response in Pabbly Connect to verify that all client information has been captured accurately. If successful, a new contact will be created in Salesmate using the details from the appointment.

Create a new appointment in Acut Scheduling with client details. Check the response in Pabbly Connect to ensure the data was captured. Verify that the new contact appears in Salesmate.

By following these steps, you have successfully automated the process of creating contacts in Salesmate from Acut Scheduling appointments using Pabbly Connect. This integration streamlines your workflow and ensures that your CRM is always up to date.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Acut Scheduling with Salesmate. By automating the creation of contacts from scheduled appointments, you can enhance your efficiency and maintain accurate client information in your CRM.