Integrate TidyCal with ActiveCampaign Using Pabbly Connect

Learn how to automate contact creation in ActiveCampaign from TidyCal bookings using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for TidyCal and ActiveCampaign Integration

Pabbly Connect is a powerful automation tool that allows you to integrate different applications seamlessly. In this tutorial, we will focus on how to automate contact creation in ActiveCampaign from TidyCal bookings using Pabbly Connect. This integration eliminates the need for manual data entry, thus saving time and effort.

To get started, you need to sign up for a free account on Pabbly Connect. Once signed in, you can access the dashboard where you can create workflows. This integration will help you grow your email list directly from your booking application.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, begin by clicking on the ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow. Choose a suitable name that reflects the integration purpose, such as ‘TidyCal to ActiveCampaign Integration’.

Once you name your workflow, click on the ‘Create’ button. This will take you to the workflow page where you will set the trigger and action for your automation. The trigger will be a new booking in TidyCal, and the action will be to create a contact in ActiveCampaign.

3. Setting Up the Trigger with TidyCal

In this section, we will set up the trigger for our automation using Pabbly Connect. Click on the trigger window and search for TidyCal. Select the trigger event as ‘New Booking’. After that, click on the ‘Connect’ button.

Choose ‘Add New Connection’ and log into your TidyCal account. If you are already logged in, the connection will be established automatically. Once connected, click on the ‘Save and Send Test Request’ button to fetch the details of the most recent booking. This step is crucial as it allows Pabbly Connect to capture the booking data needed for the next action.

4. Setting Up the Action with ActiveCampaign

Now that we have our trigger set up, we will configure the action to create a contact in ActiveCampaign. In the action window, search for ActiveCampaign and select the action event as ‘Create a Contact’. Click on the ‘Connect’ button and choose ‘Add New Connection’. using Pabbly Connect

You will need to enter the API key and API URL from your ActiveCampaign account. To find these, go to the settings page in ActiveCampaign, open the developer section, and copy the API key and URL. Make sure to remove the leading ‘HTTP’ from the URL as instructed. After entering these details, click on ‘Save’.

• Enter the API key and API URL from ActiveCampaign.
• Remove the leading ‘HTTP’ from the URL.
• Click on ‘Save’ to establish the connection.

Once connected, map the fields from the TidyCal booking data to the contact fields in ActiveCampaign. This includes the email, first name, and last name. If you need to split the full name into first and last names, you can use the Text Formatter feature in Pabbly Connect to achieve this.

5. Testing the Integration and Finalizing

After mapping the fields, you can test the integration. Click on the ‘Save and Send Test Request’ button to check if the contact is created successfully in ActiveCampaign. Refresh your ActiveCampaign contacts section to see if the new contact appears.

If everything is set up correctly, you will see the newly created contact in your ActiveCampaign account. This confirms that your integration is working as expected. With this setup, every new booking in TidyCal will automatically create a contact in ActiveCampaign, streamlining your email marketing efforts.

• Ensure all fields are correctly mapped.
• Test the connection to confirm data flow.
• Monitor your ActiveCampaign for new contacts.

Congratulations! You have successfully integrated TidyCal with ActiveCampaign using Pabbly Connect. This automation will save you time and enhance your email marketing strategy by ensuring that every booking leads to a new contact.

Conclusion

In this tutorial, we covered how to integrate TidyCal with ActiveCampaign using Pabbly Connect. This automation not only saves time but also ensures that your email marketing efforts are aligned with your booking activities. By following these steps, you can effortlessly grow your email list from your booking application.