Integrating Trigger and CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger and CRM using Pabbly Connect in this detailed tutorial. Streamline your appointment scheduling process effectively. 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. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, start by opening your web browser. You need to search for ‘Pabbly Connect’ to reach the landing page where you can either sign up or log in.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This process only takes about two minutes and provides you with 100 free tasks each month. If you already have an account, simply sign in to access the dashboard of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, where a pop-up window will appear for naming your workflow. Name it to reflect your objective, such as ‘Create Salesmate Contact for Acuity Scheduling Appointment’.

• Click ‘Create’ to proceed to the workflow setup.
• You will see two main sections: Trigger and Action.

In this workflow, the trigger will be your Acuity Scheduling application, which initiates the process whenever a new appointment is scheduled. This setup ensures that your CRM is updated automatically without manual input.

3. Setting Up the Trigger in Pabbly Connect

The trigger application in this integration is Acuity Scheduling. Search for it in the Pabbly Connect interface and select it as your trigger application. The next step is to choose the trigger event, which will be ‘New Appointment’.

After selecting the event, you need to connect Acuity Scheduling with Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your email address associated with Acuity Scheduling and grant access to Pabbly Connect.

• Enter your email and click ‘Next’ to proceed.
• Select ‘Access’ to allow the connection.

Now that you have successfully connected Acuity Scheduling, click on the ‘Send Test’ button to ensure everything is working correctly. Create a new appointment in Acuity to generate a response that Pabbly Connect can capture.

4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, the next step is to define the action that Pabbly Connect will take. In this case, the action application will be Salesmate, your CRM. Search for Salesmate and select it as your action application.

Choose the action event as ‘Create Contact’. You will need to connect Salesmate with Pabbly Connect by clicking ‘Connect’ and then ‘Add New Connection’. For this, you will need your host name, account URL, and session token from your Salesmate account.

Copy the host name from your Salesmate account URL. Paste the account URL and session token in the respective fields.

Once you have filled in all the required fields, click on ‘Save’ to establish the connection between Salesmate and Pabbly Connect. This connection will allow you to create new contacts automatically based on the appointment details received from Acuity Scheduling.

5. Mapping Client Details for CRM Integration

With the trigger and action set up, the final step is mapping the client details. This process allows Pabbly Connect to use the data received from Acuity Scheduling to create a new contact in Salesmate. Open the mapping section in Pabbly Connect and start filling in the required fields.

Map the first name, last name, phone number, and email address from the Acuity Scheduling response to the corresponding fields in Salesmate. This ensures that every new appointment creates a contact with accurate client information.

Select the owner of the contact in Salesmate. Specify the contact type as ‘Customer’.

After completing the mapping, click on ‘Save and Send Test’ to ensure that a new contact is created in Salesmate. If successful, you will see a positive response confirming the creation of the contact. This setup allows you to streamline your appointment scheduling and client management processes efficiently using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Acuity Scheduling with Salesmate using Pabbly Connect. By following the outlined steps, you can automate the creation of contacts in your CRM, ensuring that your client information is always up to date without manual intervention.