How to Create a ConvertKit Subscriber in Sequence for TidyCal Booking Using Pabbly Connect

Learn how to automate the process of adding ConvertKit subscribers for TidyCal bookings using Pabbly Connect. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ConvertKit subscriber in sequence for TidyCal booking, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, which can be done by entering the URL in your browser.

Once on the homepage, you will see the options to sign in or sign up. If you’re a new user, click on ‘Sign Up Free’ to get started with 300 free tasks each month. Existing users should simply click on ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, locate the ‘Create Workflow’ button at the top right corner of your screen. Click on it to initiate a new workflow.

• Enter a name for your workflow, such as ‘Create ConvertKit Subscriber in Sequence for TidyCal Booking’.
• Choose a folder to save your workflow, for example, ‘Contacts’.
• Click on ‘Create’ to finalize the setup of your new workflow.

Now, you will see the two main components of the automation process: trigger and action. The trigger will be TidyCal, and the action will be ConvertKit.

3. Setting Up the Trigger with TidyCal

In this section, you will configure the trigger using Pabbly Connect. Select TidyCal as your trigger application and set the trigger event as ‘New Booking’. This means that every time a new booking is made, the automation will be triggered.

To connect your TidyCal account, click on ‘Connect’ and then choose ‘Add New Connection’. If your TidyCal account is already connected, you can select the existing connection. After successful authorization, you will be ready to proceed.

4. Testing the Trigger and Receiving Data

Before proceeding with the action setup, it’s essential to test the trigger. Create a test booking in TidyCal by selecting a random date and time, along with a dummy name and email address. Once booked, return to Pabbly Connect and click on ‘Save and Send Test Request’.

You will receive a response containing various details, including the contact email and name. This confirms that the trigger is working correctly and is ready for the next step.

5. Setting Up the Action with ConvertKit

Now, it’s time to configure the action in Pabbly Connect. Select ConvertKit as your action application and choose the action event as ‘Add Subscriber to a Sequence’. Again, click on ‘Connect’ to establish a new connection.

• Enter your API Key and API Secret, which can be found in your ConvertKit account settings under ‘Advanced’.
• Map the email and first name fields from the TidyCal data received in the previous step.
• Click ‘Save and Send Test Request’ to confirm the integration works.

After completing these steps, check your ConvertKit dashboard to see the new subscriber added successfully. This confirms that the integration between TidyCal and ConvertKit via Pabbly Connect is fully operational.

Conclusion

In this tutorial, we explored how to automate the creation of ConvertKit subscribers for TidyCal bookings using Pabbly Connect. By following these detailed steps, you can streamline your email marketing efforts effectively and efficiently.