How to Create Contact in Google Contacts from Acuity Scheduling Booking Using Pabbly Connect

Learn how to integrate Acuity Scheduling with Google Contacts using Pabbly Connect to automate contact creation seamlessly. Follow our step-by-step guide. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a contact in Google Contacts from Acuity Scheduling, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 tasks each month for free.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button on the top right corner. In the dialog box that appears, name your workflow, such as ‘Create Contact in Google Contacts from Acuity Scheduling Booking’. Select the appropriate folder to save this workflow, ensuring it is organized for future reference.

2. Setting Up Trigger and Action in Pabbly Connect

In this section, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be Acuity Scheduling, and the action application will be Google Contacts. For the trigger event, select ‘New Appointment’ from Acuity Scheduling.

• Trigger Application: Acuity Scheduling
• Trigger Event: New Appointment
• Action Application: Google Contacts
• Action Event: Create Contact

After selecting the trigger and action applications, click on ‘Connect’. This establishes a connection between Acuity Scheduling and Pabbly Connect. Ensure that the connection is successful to proceed with the automation.

3. Testing the Integration with a Sample Appointment

Once the connection is established, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will prompt you to create a test appointment in Acuity Scheduling to capture the response.

Go to your Acuity Scheduling account and create a new appointment. Fill in the necessary details like name, email, and phone number. Make sure to use a contact that does not already exist in your Google Contacts. After completing the appointment, return to Pabbly Connect to see if the test request was successful.

4. Filtering Duplicate Contacts in Google Contacts

To ensure that duplicate contacts are not created in Google Contacts, you will implement a filter using Pabbly Connect. After the test appointment, add a new step in your workflow to search for existing contacts in Google Contacts. Select ‘Search Contact’ as the action event.

• Search Value: Map the email address from the previous step
• Action Event: Search Contact

By using the search functionality, Pabbly Connect will check if the contact already exists. If the contact does exist, the next step will not proceed, thereby preventing duplicate entries in Google Contacts.

5. Finalizing the Automation Workflow

After implementing the filter, finalize your automation in Pabbly Connect. This involves mapping the required fields for creating a new contact, such as first name, last name, email, and phone number. Ensure that you are mapping the fields from the previous step correctly.

Once everything is set up, save your workflow. Now, whenever a new appointment is booked in Acuity Scheduling, Pabbly Connect will automatically create a new contact in Google Contacts, provided the contact does not already exist. This automation will enhance your workflow efficiency significantly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create contacts in Google Contacts from Acuity Scheduling bookings. This automation ensures that no duplicates are created while streamlining your contact management process.