Automate Subscriber Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate subscriber management using Pabbly Connect with Typeform and Flodesk. This guide walks you through the integration process step-by-step. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating applications like Typeform and Flodesk, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL in your browser. 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 an account. This process only takes a couple of minutes and provides you with 100 free tasks every month to explore the platform. Existing users can simply log in to their accounts.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. You will need to name your workflow, such as ‘Add Subscriber in Flodesk Segment Based on Typeform Responses’.

• Click ‘Create’ to initiate the workflow setup.
• Select Typeform as your trigger application.
• Choose ‘New Entry’ as the trigger event.

After selecting the trigger, connect your Typeform account to Pabbly Connect by clicking on ‘Connect’. You will need to authorize Pabbly Connect to access your Typeform data, ensuring a seamless integration process.

3. Setting Up Trigger and Action Steps

In this step, you will set the trigger event to capture responses from your Typeform. Once you’ve connected your Typeform account, select the specific form you created for course registration. Click on ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the data correctly.

Next, set the action application to Flodesk. Choose the action event as ‘Create or Update Subscriber’. You will need to connect your Flodesk account to Pabbly Connect in a similar manner. This action ensures that whenever a new form is submitted, the subscriber is automatically added to your Flodesk account.

4. Using Router in Pabbly Connect for Conditional Actions

To handle different segments based on user responses, utilize the Router feature in Pabbly Connect. After setting your trigger, add a router by selecting it as the next action. This allows you to create multiple routes for different courses.

For example, if a student selects ‘Java for Professionals’, create a route that adds them to the corresponding segment in Flodesk. Similarly, create another route for ‘Advanced PHP’. Each route will have its own conditions based on the user’s selection from the Typeform response.

• Set conditions for each route based on course selection.
• Map the corresponding data fields from Typeform to Flodesk.
• Test each route to ensure proper functionality.

This setup allows Pabbly Connect to dynamically manage subscribers based on their course interests, ensuring they receive tailored communications.

5. Testing and Finalizing Your Workflow

After setting up your workflow with triggers and actions, it’s crucial to test the entire process. Submit a test entry through your Typeform and ensure that the correct data is captured in Pabbly Connect. Check if the subscriber is added to the right segment in Flodesk based on their course selection.

Once you confirm that everything works smoothly, finalize your workflow by saving it. You can also rename the routes for better clarity, such as naming them after the respective courses. This will make it easier to manage your automation in the future.

Now, your subscriber management process is fully automated! Whenever someone submits the Typeform, Pabbly Connect will handle the rest, ensuring they are placed in the appropriate Flodesk segments without any manual intervention.

Conclusion

This tutorial detailed how to automate subscriber management using Pabbly Connect with Typeform and Flodesk. By following these steps, you can streamline your workflow and ensure personalized communication with your subscribers.