How to Add Tag to Xperiencify Student and ActiveCampaign Contact for Airtable Record Using Pabbly Connect

Learn how to seamlessly integrate Xperiencify, ActiveCampaign, and Airtable using Pabbly Connect to automate tagging processes efficiently. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin our integration process, we first need to access Pabbly Connect. This platform allows us to seamlessly automate workflows between different applications such as Xperiencify, ActiveCampaign, and Airtable. Start by opening a new tab and navigating to the Pabbly Connect website.

Once on the landing page, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. Signing up is quick and grants you access to 100 tasks free every month. After signing in, you will be directed to the dashboard where you can create new workflows.

Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which in this case can be something descriptive like ‘Tagging Xperiencify Student and ActiveCampaign Contact for Airtable Record.’ Select the appropriate folder to save your workflow.

After naming and selecting the folder, you will see two main boxes labeled ‘Trigger’ and ‘Action.’ The trigger is the event that starts the workflow. For this integration, we will select Airtable as our trigger application. The trigger event will be set to ‘New Record’. This means any new record created in Airtable will initiate the workflow.

• Click on ‘Airtable’ as the trigger application.
• Choose ‘New Record’ as the trigger event.
• Connect Airtable with Pabbly Connect by adding a new connection.

After setting up the trigger, you will need to select your Airtable base and table. Ensure that your base contains the necessary columns to capture student details, including a created time column for trigger responses.

Mapping Data in Pabbly Connect

Once the trigger is set up in Pabbly Connect, the next step is to map the data received from Airtable. This process involves selecting the fields that correspond to the student information you want to tag in Xperiencify and ActiveCampaign. The data includes first name, last name, email, and course details.

After successfully receiving the trigger response, you will need to set up the action to add a tag to the student in Xperiencify. Choose Xperiencify as your action application and select the action event as ‘Add Tag to Student.’ You will need to connect Xperiencify to Pabbly Connect using an API key obtained from your Xperiencify account.

• Select ‘Add Tag to Student’ as the action event in Xperiencify.
• Map the email and the tag (like PHP course) to the respective fields.
• Ensure the connection to Xperiencify is successful before proceeding.

After mapping the required fields, click on ‘Save and Send Test Request’ to confirm that the tag has been added successfully to the student in Xperiencify.

Updating ActiveCampaign Contact with Tags

The final step involves updating the contact in ActiveCampaign with the same tag used for the student in Xperiencify. Start by adding another action in Pabbly Connect and select ActiveCampaign as the action application. For the action event, choose ‘Create or Update Contact.’ This will allow you to add the tag to the existing contact linked to the student.

To connect ActiveCampaign with Pabbly Connect, you will need to provide the API key and URL from your ActiveCampaign account. After establishing the connection, map the email address of the student and the tag ID retrieved from the previous step. This ensures that the correct tag is applied to the right contact.

Select ‘Create or Update Contact’ as the action event. Map the email address and tag ID to the respective fields. Click on ‘Save and Send Test Request’ to finalize the update.

Once you receive a positive response, check your ActiveCampaign account to confirm that the tag has been successfully added to the contact.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate tagging processes for Xperiencify students and ActiveCampaign contacts based on new records created in Airtable. By following the outlined steps, you can efficiently set up this integration to enhance your workflow.

Utilizing Pabbly Connect ensures that your tagging processes are streamlined, saving you time and maintaining accurate records across all platforms involved.