Automate Flodesk Subscriber Creation from Outlook Leads Using Pabbly Connect

Learn how to automate Flodesk subscriber creation from Outlook leads using Pabbly Connect in this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Automation

To create a Flodesk subscriber for leads received via Outlook, you first need to access Pabbly Connect. This platform allows you to automate the process without coding skills. Simply visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can directly click on ‘Sign in’. After signing in, you will reach the Pabbly Connect dashboard, where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option. A dialog box will appear asking for a name for your workflow. Enter a descriptive name like ‘Create Flodesk Subscriber for Lead Received via Outlook’.

• Name your workflow clearly for easy identification.
• Select a folder to save your workflow; for instance, ‘Automations for Lead Management’.

After naming your workflow and selecting a folder, click on ‘Create’. You will now see two windows: one for trigger and the other for action. This setup allows you to specify when the automation should occur and what actions should follow.

3. Setting Up Trigger with Outlook and Action with Flodesk

In this step, you will configure the trigger and action using Pabbly Connect. Select Outlook as your trigger application. Since Outlook is part of Microsoft 365, choose Microsoft 365 as your trigger application.

Next, select the trigger event. Choose ‘New Mail’ as this event will trigger the workflow whenever a new email is received. Click ‘Connect Now’ to establish a connection with your Microsoft account. You can either add a new connection or select an existing one. Accept the permissions requested by Pabbly Connect to finalize the connection.

• Ensure you have an email format for lead inquiries to standardize the process.
• Set conditions to filter only relevant emails for leads.

Once the connection is successful, you can proceed to test the trigger by sending a new lead inquiry email to your Outlook account.

4. Filtering Leads for Flodesk Subscriber Creation

After successfully setting up the trigger, the next step is to filter the leads using Pabbly Connect. This ensures that only relevant emails are processed. To do this, select the ‘Filter’ option in your action step. Set the condition to check the email subject for specific keywords, such as ‘New Lead Inquiry’.

By establishing this filter, you ensure that only emails relevant to lead inquiries will trigger the subscriber creation process in Flodesk. Click ‘Save and Send Test Request’ to confirm that the filter works correctly. If the condition is met, the workflow will continue; otherwise, it will stop.

5. Creating a Subscriber in Flodesk

Now that you have filtered the leads, you can create a subscriber in Flodesk using Pabbly Connect. Select Flodesk as your action application and choose the ‘Create or Update Subscriber’ action event. You will need to connect your Flodesk account by entering your login credentials.

After connecting, map the necessary fields such as email, name, and phone number from the previous steps. Ensure that you split the name into first and last names if required. Once all fields are filled, click ‘Save and Send Test Request’ to create the subscriber. Check your Flodesk account to confirm that the subscriber has been successfully added.

Now, whenever a new email is received from your sales team regarding a lead inquiry, Pabbly Connect will automatically add that lead as a subscriber in Flodesk, streamlining your lead management process.

Conclusion

In this tutorial, you learned how to automate the creation of Flodesk subscribers from leads received via Outlook using Pabbly Connect. This integration simplifies your workflow and ensures that you can manage leads efficiently without manual input.