Automate TagMango Customer Addition to Kit Sequence Using Pabbly Connect

Learn how to automatically add new TagMango customers to Kit sequences using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate adding new TagMango customers to Kit sequences, start by accessing Pabbly Connect. Open your browser and navigate to Pabbly Connect’s website, where you can sign up or log in if you already have an account.

Once logged in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. From here, you can create a new workflow for your automation. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘TagMango to Kit’. After naming it, choose the appropriate folder for your workflow and click on ‘Create’.

2. Configuring Trigger in Pabbly Connect

In the newly created workflow, you will see two sections: the trigger and action windows. The trigger is where you will configure TagMango to notify Pabbly Connect whenever a new order is placed. In the trigger window, search for TagMango and select it as your trigger application.

• Select ‘New Order’ as the trigger event from the dropdown menu.
• Click on ‘Connect’ and then choose ‘Add New Connection’.
• Enter your TagMango API key, which can be found in your TagMango account under Automations > Platform Integrations.

Once the API key is entered, click on ‘Save’ to connect your TagMango account with Pabbly Connect. After saving, you will be prompted to select the payment page associated with the orders you want to track. Choose the relevant payment page and set the payment status to ‘Completed’ before clicking on ‘Save and Send Test Request’.

3. Setting Up Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action that will add the customer to Kit. In the action window, search for Kit and select it as the action application. Then, choose the action event ‘Add Subscriber to a Sequence’.

Click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter your Kit API key and API secret, which you can find in your Kit account under Settings > Developer. After entering these credentials, click on ‘Save’ to connect Kit with Pabbly Connect.

• Select the sequence ID from the dropdown menu, which contains the sequences you have created in Kit.
• Map the email address received from TagMango in the trigger step to the Kit action step.
• Use the Text Formatter feature in Pabbly Connect to split the full name into first and last names.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to finalize the setup. This will add the new subscriber to the specified sequence in Kit.

4. Testing the Integration with Pabbly Connect

To ensure your integration is working correctly, it’s essential to test the workflow you just set up in Pabbly Connect. Start by copying the checkout link of your TagMango payment page and open it in an incognito tab. Fill out the checkout form with the customer details and submit the order.

Once the order is placed, return to your Pabbly Connect workflow. You should see a response indicating that a new order has been captured. If necessary, refresh the response section to view the latest data. This response will include the customer’s details, confirming that the integration is functioning as intended.

5. Verifying Results in Kit

After completing the test order, navigate to your Kit account and check the subscribers section. You should see the newly added customer listed there. Click on their profile to verify that they have been added to the correct sequence and that the appropriate tags have been applied.

This final verification step confirms that your automation between TagMango and Kit via Pabbly Connect is successful. You can now automate customer additions seamlessly every time a new order is placed on TagMango.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of new TagMango customers to Kit sequences. By following these detailed steps, you can enhance your workflow and ensure that every new customer is promptly added to your email sequences.