Automate Tagging ConvertKit Subscribers with System.io Using Pabbly Connect

Learn how to automate tagging ConvertKit subscribers from System.io using Pabbly Connect with this step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Automation

In this section, we will set up Pabbly Connect to automate the process of tagging ConvertKit subscribers from System.io. First, navigate to the Pabbly Connect dashboard by signing in to your account. If you are a new user, you can sign up for a free trial to access the features.

Once logged in, click on the ‘Create New Workflow’ button. This will prompt you to name your workflow. Choose a relevant name that reflects the purpose of your automation, such as ‘Tagging ConvertKit Subscribers’. After naming, you will see two boxes labeled ‘Trigger’ and ‘Action’ that will be used to configure the workflow.

Defining the Trigger Event in Pabbly Connect

To set up the trigger event, select System.io as your trigger application. This means that your automation will start whenever a specific event occurs in System.io. In this case, we want to trigger the automation when a contact is tagged in System.io. using Pabbly Connect

Next, you need to select the specific event that will trigger this automation. Choose the ‘Contact Tag Added’ event from the dropdown menu. This ensures that every time a contact is tagged, the workflow will initiate. After selecting the event, click on the ‘Save and Continue’ button to proceed.

• Select System.io as the trigger application.
• Choose ‘Contact Tag Added’ as the trigger event.
• Click ‘Save and Continue’ to proceed.

After saving, you will be prompted to connect your System.io account with Pabbly Connect. Follow the authentication steps provided by Pabbly Connect to establish this connection.

Setting Up the Action Event in Pabbly Connect

Now that you have defined the trigger, it’s time to set up the action event. Select ConvertKit as your action application. This action will be executed once the trigger from System.io is activated. using Pabbly Connect

In the action event options, choose ‘Create Subscriber’. This will allow you to add a new subscriber to ConvertKit whenever a contact is tagged in System.io. After selecting the action, click on the ‘Save and Continue’ button.

• Select ConvertKit as the action application.
• Choose ‘Create Subscriber’ as the action event.
• Click ‘Save and Continue’ to proceed.

Next, you will need to map the data fields from System.io to ConvertKit. This includes entering subscriber information such as email address, first name, and last name. Make sure to fill in all required fields to ensure successful subscriber creation.

Testing the Automation with Pabbly Connect

After setting up the action, it’s crucial to test the automation to ensure everything works correctly. Start by going back to your System.io account and tagging a contact. This action should trigger the workflow you just created. using Pabbly Connect

Once you tag a contact, return to Pabbly Connect and click on the ‘Test & Review’ button. This will check if the data from System.io is being correctly sent to ConvertKit. If the test is successful, you will see a confirmation message indicating that the subscriber has been created in ConvertKit.

Finally, verify in your ConvertKit account that the subscriber has been added successfully. If everything is correct, your automation is now live, and you can start tagging contacts in System.io to automatically create subscribers in ConvertKit!

Conclusion

This tutorial demonstrated how to automate tagging ConvertKit subscribers from System.io using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance your email marketing efforts effectively.