Albato

• What is Albato?
• How to connect Sessions and Albato
• Use-cases
• 1. TidyCal ↔️ Sessions
• 2. Sessions ↔️ Google Sheet:
• 3. Sessions ↔️ HubSpot

What is Albato?

Albato is a single cloud platform for no-code integrations and workflow automation for all the apps you use every day. The best part? You can connect any apps and automate workflows without programmers.

If you're missing an app in our library, just add it using Albato's powerful no-code App Integrator.

How to connect Sessions and Albato

Please follow the instructions provided 👉 here.

Use-cases

1. TidyCal ↔️ Sessions

Tidycal - Booking is created Sessions - Create a session

Thanks to the integration between Sessions and Albato, you can now automate setting up a session after being booked through TidyCal. To automate this process, follow the instructions below:

1. Sign in to your Albato account.
2. Go to the Automation section.
3. Click the Create new automation button.

4. The first step is to set up a trigger.

5. Choose an app to send your data: Tidycal.
6. Choose an event to trigger your automation: Booking created.
7. Connect your Tidycal account to Albato - Specify your Tidycal connection. You can connect your Tidycal account to Albato by following these instructions if you haven't already done so.
8. Click the Add a trigger button.

9. Now set up an action.

10. Choose an app to receive the data: Sessions.
11. Choose an action you want to perform: Create a session.
12. Connect your Sessions account to Albato - Specify your Sessions connection. You can connect your Sessions account to Albato by following these instructions if you haven't already done so.
13. Click the Add an action button.

In the next step, it is necessary to map the fields:

14. Enter text and/or choose a value from the previous steps depending on the information you want to insert into the Session created.


15. Then, click Save.
16. Done! Now just start the automation.

2. Sessions ↔️ Google Sheet:

If you want to automate sending client information from a booked session to a Google Sheet, follow these steps:

Sessions - Booking created

Google Sheets - Create/update a row

1. Sign in to your Albato account.
2. Go to the Automation section and click the Create new automation button.

3. The first step is to set up a trigger.

4. Choose an app to send your data: Sessions.
5. Choose an event to trigger your automation: Booking created.
6. Connect your Sessions account to Albato - Specify your Sessions connection. You can connect your Sessions account to Albato by following these instructions if you haven't already done so.
7. Click the Add a trigger button.

8. Now is the time to set up an action.

9. Choose an app to receive the data: Google Sheets.
10. Choose an action you want to perform: Create/update a row.
11. Connect your Google Sheets account to Albato - Specify your Google Sheets connection. You can connect your Google Sheets account to Albato by following these instructions if you haven't already done so.
12. Additional parameters: Select the spreadsheet and sheet that you want to use.
13. Click the Add an action button.

14. In the next step, it is necessary to map the fields.

• Enter text and/or choose a value from the previous steps depending on the information you want to assign to each column of the spreadsheet.
• Then, click Save.

15. To complete the scenario, perform a duplicate search configuration.

• Set up duplicate handling in the receiving system. In our example, we choose the option Do not check for duplicates, always create a record.
• At the end, click the Save button.

All done! Now just start the automation.

For more advanced scenarios, you can use the filters and tools available on Albato.

3. Sessions ↔️ HubSpot

Sessions - Session ended

HubSpot - New Contact/NewDeal

If you want to send client information from a session into your HubSpot account, please follow the instructions below:

1. Sign in to your Albato account.
2. Go to the Automation section and click the Create new automation button.

3. The first step is to set up a trigger.

4. Choose an app to send your data: Sessions.
5. Choose an event to trigger your automation: Session ended.
6. Connect your Sessions account to Albato - Specify your Sessions connection. You can connect your Sessions account to Albato by following these instructions if you haven't already done so.
7. Click the Add a trigger button.

8. Now, click on the ➕ icon and select the Tool option.

9. Select the Iterator. We’ll need this tool to get the participants’ information.

10. In the Row field, select Session ended - Participants.
11. Then, click Save.

It’s time to set up an action (HubSpot Contact).

12. Click on the ➕ icon and select the Action option.

14. Choose an app to receive the data: HubSpot.
15. Choose an action you want to perform: Create new Contact.
16. Connect your HubSpot account to Albato - Specify your HubSpot connection. You can connect your HubSpot account to Albato by following these instructions if you haven't already done so.
17. Click the Add an action button.

1. In the next step, it is necessary to map the fields.
2. Enter text and/or choose a value from the previous steps depending on the information you want to assign to Contact in HubSpot.
3. Then, click Save.

💡
If you already have the users registered within Sessions, then the fields to be used are User name / User email. If you do not have the users registered, then use the Guest name / Guest Email fields.

To also create a Deal in HubSpot:

4. Click on the ➕ icon and select the Action option.

5. Choose an app to receive the data: HubSpot.
6. Choose an action you want to perform: New Deal.
7. Connect your HubSpot account to Albato - Specify your HubSpot connection.
8. Click the Add an action button.

9. In the next step, it is necessary to map the fields.
10. Enter text and/or choose a value from the previous steps depending on the information you want to assign to Deal in HubSpot.
11. Then, click Save.

12. Done. Now just start the automation!