How to Create or Update Mailchimp Subscribers from Acuity Scheduling Using Pabbly Connect

Learn how to automate subscriber management between Acuity Scheduling and Mailchimp using Pabbly Connect. Step-by-step tutorial to streamline your booking process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create or update Mailchimp subscribers from Acuity Scheduling, the first step is to access Pabbly Connect. You can reach the platform by visiting Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up for free. Click on the ‘Sign Up for Free’ button to create a new account. If you are an existing user, simply log in to your account. Pabbly Connect offers 100 free tasks monthly, allowing you to explore its features and test various automations.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Name the workflow as ‘Create or Update Mailchimp Subscriber from Acuity Scheduling Booking’.
• Select the appropriate folder for saving the workflow.
• Click on the ‘Create’ button to proceed.

This action will open two windows for setting up the trigger and action. The trigger will be Acuity Scheduling, while the action will be Mailchimp. Understanding this concept is crucial as it allows you to automate the process effectively.

3. Setting Up Trigger with Acuity Scheduling

In this section, you will configure the trigger for your automation using Pabbly Connect. Select Acuity Scheduling as your trigger application. Then, choose the trigger event as ‘New Appointment’. This event will initiate the workflow whenever a new appointment is booked.

Click on ‘Connect Now’ and select ‘Add New Connection’ to build a connection with your Acuity Scheduling account. After allowing access, click on the ‘Save and Send Test Request’ button. This will wait for a response, which is crucial for testing the integration.

4. Configuring Action with Mailchimp

Next, you will configure the action step in Pabbly Connect to find a member in Mailchimp. Select Mailchimp as your action application and choose the action event as ‘Find Member’. Click on ‘Connect’ and add a new connection using your Mailchimp API key and data center.

• Copy the data center from your Mailchimp URL.
• Generate an API key in Mailchimp and paste it into Pabbly Connect.
• Map the email field from the previous response to search for the subscriber.

After mapping, click on ‘Save and Send Test Request’ to check if the subscriber exists in Mailchimp. If the subscriber is found, you can proceed to update their information.

5. Finalizing the Workflow with Conditions

The last step involves setting conditions to determine if the subscriber is new or existing. Use the router feature in Pabbly Connect to create two paths: one for existing subscribers and another for new ones. Set up filters to check if the contact ID exists.

If the subscriber exists, set the action to ‘Update Member’ in Mailchimp. If not, set the action to ‘Add New Member’. Map all relevant subscriber details like first name, last name, and appointment date accordingly. Finally, test the workflow to ensure it functions correctly.

Conclusion

In this tutorial, you learned how to automate the process of creating or updating Mailchimp subscribers from Acuity Scheduling using Pabbly Connect. This integration streamlines your booking process and enhances your subscriber management. By following the specific steps detailed above, you can easily set up this automation for your business needs.