How to Subscribe Zenler Funnel from TidyCal Booking Using Pabbly Connect

Learn how to integrate TidyCal Booking with Zenler Funnel using Pabbly Connect. This step-by-step tutorial covers all necessary configurations and actions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating TidyCal Booking with Zenler Funnel, you need to access Pabbly Connect. Simply open your web browser and navigate to the Pabbly Connect website.

If you do not have an account, click on the ‘Sign up for free’ button. It takes only a couple of minutes to create an account, and you will receive 100 free tasks every month. If you already have an account, sign in to proceed to the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A prompt will appear asking you to name your workflow. Name it ‘Subscribe Zenler Funnel from TidyCal Booking’ and click on ‘Create’.

• Click on ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select ‘TidyCal’ as your trigger application.

After creating the workflow, you will see two boxes: Trigger and Action. Set the Trigger application as TidyCal and choose ‘New Booking’ as the trigger event. This is the first step in your automation process with Pabbly Connect.

3. Connecting TidyCal to Pabbly Connect

In this step, you will connect TidyCal to Pabbly Connect. Click on ‘Connect’ next to the TidyCal trigger. You will be prompted to add a new connection. Click on ‘Connect with TidyCal’.

Once connected, you will need to create a new booking in TidyCal to test the integration. Go to your TidyCal booking page, select a date and time, and fill in the necessary details such as your name (Michael Caris), email, and phone number. After booking, return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the booking details.

4. Setting Up Zenler Integration in Pabbly Connect

Now that you have received the booking details, it’s time to set up the action application. Select Zenler as the action application in Pabbly Connect and choose ‘Subscribe to Funnel’ as the action event.

To connect Zenler, you will need your API key and school/account name. To find your API key, go to Zenler settings, then Developer, and copy the API key. For the school/account name, look at the URL before ‘new’ in Zenler and copy it. Paste both into Pabbly Connect and click ‘Save’ to establish the connection.

• Select Zenler as the action application.
• Input your API key and school/account name.
• Click ‘Save’ to connect.

After the connection is successful, select the funnel you want to subscribe the client to and map the details from the TidyCal booking response to the Zenler fields. This ensures that the correct information is sent to Zenler.

5. Mapping Data and Testing the Automation

In this final step, you will map the data from TidyCal to Zenler using Pabbly Connect. Use the mapping feature to extract the first name, last name, and email address from the TidyCal booking response. You may need to use a text formatter to split the full name into first and last names.

Once the mapping is complete, click on ‘Save and Send Test Request’ to test the automation. If successful, you will see a positive response indicating that the client has been subscribed to the Zenler funnel. You can verify this by checking the Zenler funnel to see if the client’s details appear correctly.

This entire process demonstrates how Pabbly Connect streamlines the integration between TidyCal and Zenler, ensuring that every booking automatically subscribes clients to your funnel.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate TidyCal Booking with Zenler Funnel. By following the steps outlined, you can automate your subscription process efficiently, saving time and enhancing your business operations.