How to Create Keap Contact and Add Tag for TidyCal Booking Using Pabbly Connect

Learn how to integrate TidyCal Booking with Keap using Pabbly Connect. This step-by-step guide covers creating contacts and adding tags automatically. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a Keap contact and add a tag for TidyCal bookings, you first need to access Pabbly Connect. Open a new tab and search for Pabbly.com to reach the landing page.

If you don’t have an account, sign up for free. This process takes only a couple of minutes and gives you access to 100 free tasks monthly. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will create a new workflow to connect TidyCal and Keap. Click on the ‘Create Workflow’ button to start. Name your workflow according to your objective, such as ‘Create Keap Contact and Add Tag for TidyCal Booking’. using Pabbly Connect

Next, select the folder where you want to save this workflow. Once done, click on the ‘Create’ button. You will see two main boxes: Trigger and Action. The Trigger will be TidyCal, and the Action will be Keap.

• Select TidyCal as your trigger application.
• Choose ‘New Booking’ as the trigger event.
• Connect TidyCal with Pabbly Connect by clicking on ‘Connect’.

After completing these steps, your trigger setup will be ready to capture new bookings automatically.

Setting Up TidyCal Trigger in Pabbly Connect

To set up the TidyCal trigger, select ‘New Booking’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log in to TidyCal. Once logged in, your connection will be established successfully.

After connecting, create a new booking in TidyCal to test the trigger. For example, schedule a PHP Cod workshop and enter the participant details, such as name and email. Once the booking is confirmed, go back to Pabbly Connect and click on the ‘Save and Test’ button.

• Ensure you receive a response with booking details, including user ID, name, and email.
• If no response is received, wait up to 10 minutes for TidyCal to send the details.

Once you have the booking response, you can proceed to the next step of creating a new contact in Keap.

Creating a New Contact in Keap Using Pabbly Connect

After receiving the booking details, the next step is to create a new contact in Keap. For this, set up the Action tab in Pabbly Connect. Select ‘Infusionsoft by Keap’ as your action application and choose ‘Create/Update Contact’ as the action event. using Pabbly Connect

Connect Infusionsoft by Keap with Pabbly Connect by clicking on ‘Connect’ and then allowing access to your account. Fill in the required fields using the data received from TidyCal. Map the email address, first name, and last name accordingly.

Map the email from the TidyCal response. Use a Text Formatter to split the full name into first and last names. Fill in the company ID if applicable.

After mapping all necessary fields, click on ‘Save and Test’ to create the new contact in your Keap account.

Adding a Tag to the New Contact in Keap

The final step in this workflow is to add a tag to the newly created contact in Keap. For this, you will set up another action in Pabbly Connect. Again, choose ‘Infusionsoft by Keap’ and select ‘Apply Tag to a Contact’ as the action event. using Pabbly Connect

Use the existing connection established previously and map the contact ID received from the create/update contact action. Select the tag ID you want to apply, such as ‘Contact via TidyCal’.

Map the contact ID from the create/update contact response. Select the tag ID for the contact.

Click ‘Save and Test’ to ensure the tag is successfully applied. You can verify this by checking the contact in your Keap account to see the new tag.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating a Keap contact and adding a tag for each new TidyCal booking. This integration allows for seamless management of contacts and bookings, enhancing your workflow efficiency.

By following these steps, you can easily set up similar automations using Pabbly Connect for various applications, saving time and effort in your business processes.