Learn how to integrate Pabbly Subscription Billing with Google Sheets to automatically add cancelled subscription details. Follow our step-by-step tutorial for seamless automation. Transform your subscription management approach with industry-proven methods that reduce churn and maximize recurring revenue potential.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Subscription Billing for Integration
To begin the process of adding cancelled Pabbly Subscription Billing details in Google Sheets, you first need to set up Pabbly Subscription Billing. This platform will serve as the trigger application for our automation. Start by signing into your Pabbly account. If you are a new user, you can sign up for free and receive 100 tasks each month.
Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button located in the upper right corner. Name your workflow something relevant, like ‘Add Cancelled PSB Details in Google Sheets,’ and save it in the Pabbly Subscription Billing folder. This initial setup is crucial for managing your automation effectively.
2. Configuring the Trigger in Pabbly Subscription Billing
After setting up your workflow in Pabbly Subscription Billing, the next step is to configure the trigger. In the trigger window, select Pabbly Subscription Billing as your trigger application and choose the trigger event as ‘Subscription Cancelled.’ This event will initiate the process whenever a subscription is cancelled.
- Select ‘Pabbly Subscription Billing’ as the trigger application.
- Choose the trigger event ‘Subscription Cancelled.’
- Ensure you save your settings before proceeding.
Once the trigger is set, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge to connect Pabbly Subscription Billing with Pabbly Connect. Copy this URL, as you will need it for the next steps of the integration.
3. Adding Webhook in Pabbly Subscription Billing
Now that you have the webhook URL, it’s time to add it to your Pabbly Subscription Billing settings. Go to the settings section of Pabbly Subscription Billing, then navigate to the ‘Webhook’ section. Here, click on the ‘Add Webhook’ button.
In the popup window, enter a name for your webhook, such as ‘Latest Webhook,’ and paste the copied webhook URL into the designated field. Make sure to check the box for ‘Subscription Cancel’ to ensure that the webhook captures cancellation events. Finally, click on the ‘Save’ button to finalize your webhook setup.
4. Capturing Cancellation Details in Pabbly Connect
With the webhook successfully added, you can now capture cancellation details in Pabbly Subscription Billing. This step is crucial as it allows you to receive real-time data whenever a subscription is cancelled. After saving your webhook, go back to Pabbly Connect and click on ‘Recapture Webhook Response’ to test the connection.
Once you have initiated the test, proceed to cancel a subscription in Pabbly Subscription Billing. You will need to provide a cancellation reason, such as ‘Cancellation Required,’ and click on the ‘Cancel Immediately’ button. After the subscription is cancelled, the details should appear in Pabbly Connect, confirming that your setup is working correctly.
5. Integrating Google Sheets with Pabbly Subscription Billing
The final step is to integrate Google Sheets with Pabbly Subscription Billing. In Pabbly Connect, select Google Sheets as your action application and choose the action event ‘Add New Row.’ This will allow you to automatically add the cancelled subscription details into your designated Google Sheet.
Connect your Google account to Pabbly Connect by clicking on the ‘Connect’ button and allowing access. Select the spreadsheet you created for Pabbly Subscription Billing and map the fields from the cancellation response to the respective columns in your Google Sheet. This includes first name, last name, email, phone number, and cancellation reason.
Once you have mapped all the relevant fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. If successful, you will see the cancellation details added to your Google Sheet in a new row, confirming that the automation is functioning as intended.
Conclusion
By following these steps, you can successfully add cancelled Pabbly Subscription Billing details in Google Sheets. This integration streamlines your workflow, ensuring that you have all cancellation details recorded automatically for better management and analysis.
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