Integrate Acuity Scheduling with HubSpot Using Pabbly Connect

Learn how to automate adding HubSpot contacts from new Acuity Scheduling appointments using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating Acuity Scheduling with HubSpot, you first need to access Pabbly Connect. This powerful integration tool allows you to automate workflows without coding.

Begin by signing up for a free account on the Pabbly Connect website. After registration, log in and navigate to the dashboard, where you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Acuity Scheduling to HubSpot Contacts’), and click ‘Create’ to proceed.

2. Configuring the Trigger Event in Pabbly Connect

In this step, you’ll set up the trigger for your workflow using Pabbly Connect. Select ‘Acuity Scheduling’ as your application and choose the trigger event as ‘New Appointment’. This event will initiate the workflow whenever a new appointment is scheduled.

Next, click on ‘Connect’ to establish a connection with Acuity Scheduling. Choose ‘Add New Connection’ and follow the prompts to log in to your Acuity account. Once connected, click on the ‘Save and Send Test Request’ button to test the connection. You will then need to create a test appointment in Acuity Scheduling to capture the data.

• Log in to Acuity Scheduling and create a demo appointment.
• Fill in the required details such as name, email, and appointment time.
• Save the appointment to capture test data in Pabbly Connect.

After saving the appointment, return to Pabbly Connect to verify that the test data has been captured successfully. This data will be used in the next steps to create a HubSpot contact.

3. Creating a HubSpot Contact with Pabbly Connect

Now that you have your test appointment data, it’s time to create a contact in HubSpot using Pabbly Connect. Select ‘HubSpot CRM’ as your application for the action event and choose ‘Create a Contact’. This action will add the new appointment details as a contact in HubSpot.

Click on ‘Connect’ and then ‘Add New Connection’ to link your HubSpot account. Authorize the connection by logging in and granting access to Pabbly Connect. Once connected, you will see fields to fill with contact information.

• Map the fields from the test appointment to the HubSpot contact fields (e.g., email, first name, last name).
• Fill in any additional details as required, such as phone number and address.
• Click ‘Save and Send Test Request’ to create the contact in HubSpot.

After clicking the test request button, check your HubSpot contacts to confirm that the new contact has been created successfully. This automation will now work seamlessly for future appointments.

4. Finalizing Your Automation in Pabbly Connect

After successfully creating a HubSpot contact, you can finalize your automation setup in Pabbly Connect. Review the workflow to ensure all steps are correctly configured. This includes verifying the trigger from Acuity Scheduling and the action to create a contact in HubSpot.

Once you are satisfied with the setup, click on ‘Save’ to activate your workflow. This means every time a new appointment is scheduled in Acuity Scheduling, a corresponding contact will be created automatically in HubSpot.

To test the entire process, create another appointment in Acuity Scheduling. Check your HubSpot contacts to see if the new entry appears, confirming that the automation works as intended. This integration saves time by eliminating manual data entry.

5. Conclusion

In conclusion, using Pabbly Connect to integrate Acuity Scheduling with HubSpot allows you to automate the process of adding new contacts effortlessly. This step-by-step tutorial has provided you with all the necessary details to set up the integration successfully.

By following these steps, you can ensure that your CRM is always up-to-date with new appointment data, enhancing your workflow efficiency. Start using Pabbly Connect today to streamline your operations!