Automate Lead Generation with Pabbly Connect: Integrate Flexi Funnels and ConvertKit

Learn how to automate lead generation by integrating Flexi Funnels and ConvertKit using Pabbly Connect. Follow this step-by-step tutorial for seamless workflows. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Flexi Funnels with ConvertKit, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This platform is essential for automating the process of adding subscribers from your Flexi Funnels forms to ConvertKit.

Once on the Pabbly Connect homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. New users will receive 100 free tasks every month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can view all your workflows or create a new one. Click on the ‘Create Workflow’ option to start a new automation process.

When prompted, name your workflow. For this integration, you can name it ‘Create ConvertKit Subscriber on Flexi Funnels Form Submission.’ Select the appropriate folder to save your workflow, such as ‘Automations for Email Marketing.’ This organization helps keep your workflows tidy.

• Click on ‘Create’ to open the workflow screen.
• You will see two sections: Trigger and Action.
• Select Flexi Funnels as the trigger application and ConvertKit as the action application.

By understanding the trigger-action concept, you can effectively automate the process. The trigger indicates when the workflow starts, while the action defines what happens as a result. In this case, when a form is submitted in Flexi Funnels, a new subscriber will be created in ConvertKit through Pabbly Connect.

3. Setting Up the Trigger Application: Flexi Funnels

To set up the trigger in Pabbly Connect, select Flexi Funnels as your application. The trigger event you need is ‘New Form Submission.’ This means the workflow will activate whenever a new form is submitted on your Flexi Funnels page.

After selecting the trigger event, Pabbly Connect will generate a Webhook URL. This URL acts as a bridge, transferring data from Flexi Funnels to Pabbly Connect. Copy this URL, as it will be needed in the Flexi Funnels settings.

• Log into your Flexi Funnels account.
• Select the project and navigate to ‘Project Settings.’
• Edit the form to which you want to connect the Webhook.

By following these steps, you ensure that every form submission in Flexi Funnels triggers a response in Pabbly Connect, effectively linking your lead generation efforts with ConvertKit.

4. Configuring the Action Application: ConvertKit

Next, you need to set up the action application in Pabbly Connect. Select ConvertKit and choose the action event as ‘Add Subscriber to a Form.’ This action will create a new subscriber in your ConvertKit account whenever a form is submitted in Flexi Funnels.

To connect your ConvertKit account, you will need your API Key and API Secret. These can be found in your ConvertKit account settings under the ‘Advanced’ section. Copy these details and paste them into Pabbly Connect to establish the connection.

Select the form in ConvertKit where subscribers will be added. Map the fields from the Flexi Funnels response to the corresponding fields in ConvertKit. Save and send a test request to ensure the connection works.

Once the mapping is complete, Pabbly Connect will automatically handle the data transfer, ensuring that every new lead captured in Flexi Funnels is added to ConvertKit without manual effort.

5. Testing and Verifying the Integration

After setting up the trigger and action applications, it’s crucial to test the integration in Pabbly Connect. Submit a test form through Flexi Funnels to verify that the data is correctly captured and passed to ConvertKit.

Once the form is submitted, check Pabbly Connect for the response details. You should see the information you entered, confirming that the integration is functioning as intended. If everything is set up correctly, you will also see the new subscriber in your ConvertKit account.

If the subscriber appears in ConvertKit, the integration is successful. Repeat the test with different lead information to ensure reliability. Monitor your workflows in Pabbly Connect for any issues.

With successful testing, your integration between Flexi Funnels and ConvertKit using Pabbly Connect is now fully operational, allowing you to automate lead generation effectively.

Conclusion

In this tutorial, we explored how to automate lead generation by integrating Flexi Funnels and ConvertKit using Pabbly Connect. By following the steps outlined, you can streamline your lead management process without any coding skills. Enjoy the efficiency of automated workflows!