How to Create or Update Mailchimp Subscriber from Acuity Scheduling Booking Using Pabbly Connect

Learn how to automate the process of creating or updating Mailchimp subscribers from Acuity Scheduling bookings using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of creating or updating Mailchimp subscribers from Acuity Scheduling bookings, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, where you can sign in or sign up for a new account. Existing users can click on ‘Sign In,’ while new users should select the ‘Sign Up for Free’ option.

Once logged in, you will be greeted by the dashboard. Here, you can manage your workflows and create new ones. Click on the ‘Access Now’ button under Pabbly Connect to proceed to the dashboard where you can create the automation.

2. Creating a Workflow in Pabbly Connect

To set up the workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Create or Update Mailchimp Subscriber from Acuity Scheduling Booking’. You can also select a folder to save this workflow.

• Click on ‘Create’ to initiate the workflow setup.
• Two windows will open for trigger and action settings.
• Select Acuity Scheduling as the trigger application.

After selecting Acuity Scheduling, choose the trigger event as ‘New Appointment’. This event will trigger the workflow whenever a new appointment is booked. Click on ‘Connect Now’ to establish a connection with your Acuity Scheduling account through Pabbly Connect.

3. Setting Up Acuity Scheduling Trigger in Pabbly Connect

After connecting Acuity Scheduling, you will need to test the connection. Click on ‘Save and Send Test Request’. This will prompt you to create a test appointment in your Acuity Scheduling account.

Go to your Acuity Scheduling appointment page and book an appointment. For example, select an event, enter the client’s name, phone number, and email, then click on ‘Complete Appointment’. This action will send the appointment details back to Pabbly Connect.

• Ensure you have filled in all required details for the appointment.
• Verify that the response is captured in Pabbly Connect.

Once the response is received, it confirms the successful connection between Acuity Scheduling and Pabbly Connect. This setup ensures that every new appointment will trigger the workflow.

4. Integrating Mailchimp with Pabbly Connect

Next, select Mailchimp as the action application in your workflow. The action event should be set to ‘Find Member’. This action will check if the person who booked the appointment already exists as a subscriber in Mailchimp. using Pabbly Connect

Click on ‘Connect’ and set up the connection with Mailchimp by entering your API key and data center. You can find these details in your Mailchimp account settings. Once connected, map the email address from the Acuity Scheduling response to search for the subscriber in Mailchimp.

Ensure to use dynamic mapping to insert the email address. Test the connection to confirm that Mailchimp recognizes the subscriber.

After successfully finding the member, you can proceed to set conditions based on whether the subscriber exists or is new. This is crucial for determining if the subscriber needs to be updated or added.

5. Finalizing the Workflow in Pabbly Connect

The final step is to use the ‘Router’ action in Pabbly Connect to handle both existing and new subscribers. Set up two routes: one for existing members and another for new members. This allows you to define different actions based on the subscriber’s status.

For existing subscribers, select the action event as ‘Update Member’ and map the necessary fields such as email, member ID, and additional details. For new subscribers, select ‘Add New Member’ and fill in the required information accordingly.

Test both routes to ensure they function as expected. Make sure to check the Mailchimp account to confirm updates or new additions.

This complete setup using Pabbly Connect ensures that every new appointment in Acuity Scheduling is automatically reflected in your Mailchimp account, streamlining your subscriber management process.

Conclusion

In this tutorial, we explored how to create or update Mailchimp subscribers from Acuity Scheduling bookings using Pabbly Connect. By following the detailed steps, you can automate your subscriber management effectively. This integration enhances your workflow efficiency and ensures accurate subscriber data.