Integrating One’s Hub and Fluent CRM Using Pabbly Connect

Learn how to automate the creation of Fluent CRM contacts from One’s Hub bookings using Pabbly Connect in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin the integration process, access Pabbly Connect by searching for Pabbly.com/c/connect. This platform facilitates the connection between One’s Hub and Fluent CRM, allowing you to automate contact creation based on booking data.

After reaching the Pabbly Connect landing page, you can either sign in or sign up for free. If you’re new, click on the ‘Sign Up for Free’ button, which provides 100 free tasks monthly. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which opens a dialog box for naming your workflow. Name it something descriptive, like ‘Create Fluent CRM Contact for One’s Hub Booking’. using Pabbly Connect

• Select a folder to save your workflow.
• Click ‘Create’ to proceed to the main workflow interface.

Here, you will see two boxes labeled Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, set the Trigger application to One’s Hub.

3. Setting Up the Trigger in Pabbly Connect

To set the trigger, select One’s Hub from the application list. You will need to choose a Trigger event, which in this case is ‘Booking Scheduled’. This event will initiate the workflow whenever a new booking is made.

Next, click on the ‘Connect’ button to establish the connection between One’s Hub and Pabbly Connect. You will be prompted to add a new connection, requiring an API key from your One’s Hub account. Navigate to the settings in One’s Hub, find the API section, and regenerate your API key.

• Copy the regenerated API key.
• Paste the key into Pabbly Connect and save the connection.

After saving, you can name the webhook (for example, ‘One Booking’) and click save to send a test request. This prepares the workflow to capture booking details.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, proceed to set up the action. Select Fluent CRM as your action application. The action event will be ‘Create Contact’. This step will create a new contact in Fluent CRM whenever a booking is received from One’s Hub. using Pabbly Connect

Similar to the previous step, click on ‘Connect’ to establish a connection with Fluent CRM. You will need to provide the username, password, and site URL for your Fluent CRM account. Ensure you have the necessary API credentials ready from your Fluent CRM settings.

Fill in the required details and save the connection. Map the fields from One’s Hub to Fluent CRM for contact creation.

At this point, you can map the user’s first name, last name, email, and phone number from the booking data to the corresponding fields in Fluent CRM. This ensures that every new booking results in a contact being created accurately.

5. Testing the Integration Workflow

After setting up both the trigger and action, it’s crucial to test the integration. Create a new booking in One’s Hub to simulate real-world use. Fill out the booking details, including user name, email, and phone number, and confirm the booking.

Once the booking is confirmed, return to Pabbly Connect. You should see that the response from One’s Hub is captured, showing the booking details. This indicates that the trigger is working correctly.

Check Fluent CRM to confirm that a new contact has been created. Verify that all details match the booking information.

This successful test confirms that your integration between One’s Hub and Fluent CRM via Pabbly Connect is functioning as intended. Each new booking will automatically create a contact in Fluent CRM, streamlining your customer management process.

Conclusion

In this tutorial, we explored how to integrate One’s Hub with Fluent CRM using Pabbly Connect. By following these steps, you can automate contact creation for every new booking, enhancing your CRM efficiency.