Learn how to automate adding subscribers to Flodesk segments based on Typeform responses using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Typeform and Flodesk, you first need to access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect. 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. This will allow you to create an account in just two minutes, giving you access to 100 free tasks every month. If you already have an account, click on ‘Sign In’ to log in.
2. Creating a Workflow in Pabbly Connect
After signing in to Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow.
- Name your workflow, for example, ‘Add Subscriber in Flodesk Segment Based on Typeform Responses’.
- Select a folder to save your workflow.
- Click on ‘Create’ to proceed.
This will take you to the workflow setup area where you can define your trigger and actions. Remember, the trigger will initiate the workflow, and you can add multiple actions based on that trigger.
3. Setting Up the Trigger with Typeform
In this step, you will set up Typeform as the trigger application in Pabbly Connect. Select Typeform from the list of applications and choose the trigger event as ‘New Entry Beta’. This means the workflow will be triggered whenever a new form entry is submitted.
Click on ‘Connect’ to establish the connection between Typeform and Pabbly Connect. You will need to log into your Typeform account and grant permissions. Once connected, select the specific form you want to use, such as the ‘Course Registration Form’.
4. Configuring the Action with Flodesk
Now, you will configure the action step to add subscribers to Flodesk based on the responses from Typeform. Choose Flodesk as the action application in Pabbly Connect and select the action event as ‘Create or Update Subscriber’.
- Map the email field from the Typeform response.
- Fill in the subscriber’s first name and last name using the mapped data.
- Click on ‘Save and Send Test Request’ to verify the connection.
This action will ensure that every time a new student submits the Typeform, their details will be added to your Flodesk account as a subscriber.
5. Routing Subscribers to Different Segments
To ensure subscribers are added to the correct segments based on their course selection, you will set up a router in Pabbly Connect. After the action step, select ‘Router’ as your action application. This allows you to create different paths in your workflow.
Set conditions for each route based on the course selected in the Typeform response. For example, if the selected course is ‘Java for Professionals’, route the subscriber to the Java segment. If it is ‘Advanced PHP’, route them to the PHP segment. Click on ‘Save and Send Test Request’ to confirm the setup.
Conclusion
This tutorial demonstrated how to automate subscriber management in Flodesk using Typeform responses through Pabbly Connect. By following these steps, you can efficiently manage your email marketing segments without coding skills, enhancing your workflow automation.
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