Automate Your Leads: Integrating Flexi Funnels with ConvertKit Using Pabbly Connect

Learn how to automate lead generation by integrating Flexi Funnels with ConvertKit using Pabbly Connect. Step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the official website. Here, you can sign in if you already have an account or sign up for free if you’re a new user. Upon signing up, you receive 100 free tasks every month to explore the platform’s capabilities.

After logging in, navigate to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to initiate the integration process. This will allow you to connect Flexi Funnels and ConvertKit seamlessly through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the process of adding subscribers to ConvertKit from Flexi Funnels. Start by naming your workflow, such as ‘Create ConvertKit Subscriber on Flexi Funnels Form Submission.’ Then, select the appropriate folder to save your workflow.

• Select a trigger application: Flexi Funnels.
• Choose the trigger event: New Form Submission.
• Copy the provided Webhook URL to connect to Flexi Funnels.

Once you have set up the trigger, you are ready to configure the action step that will automatically add the new lead as a subscriber in ConvertKit using Pabbly Connect.

3. Configuring Flexi Funnels for Automation

Next, log in to your Flexi Funnels account and select the project where your form is located. Navigate to the project settings and edit the form you want to connect with Pabbly Connect. Here, you will set up the Webhook URL that you copied earlier.

To do this, access the settings for your form fields, select the gear icon, and choose the Webhook option. Enter a name for the Webhook (e.g., New Leads) and paste the copied URL. Save your settings and publish the form to make it live.

Now, every time a user submits the form, their details will be sent to Pabbly Connect. This ensures that all lead information is captured and ready for the next step in the integration process.

4. Setting Up ConvertKit Integration in Pabbly Connect

After configuring Flexi Funnels, return to Pabbly Connect to set up the action step. Select ConvertKit as your action application and choose the action event ‘Add Subscriber to a Form.’ This will allow you to automatically add leads as subscribers in your email marketing platform.

To create the connection, you will need to provide your ConvertKit API key and secret. Access your ConvertKit account, navigate to account settings, and find the API key and secret in the advanced options. Copy these details back to Pabbly Connect and save the connection.

Next, map the fields from the Flexi Funnels response to ConvertKit, ensuring that the first name, last name, email, and phone number are correctly assigned. This mapping allows for dynamic data transfer, making sure that each new lead is added to ConvertKit with their specific details.

5. Testing and Completing the Integration

With everything set up, it’s time to test the integration. Go back to your Flexi Funnels form and submit a test entry with dummy lead details. After submission, Pabbly Connect will capture the response and display it on your dashboard.

Check if the lead information appears correctly in Pabbly Connect. If successful, you will see the details you entered during the test submission. This confirms that the connection between Flexi Funnels and ConvertKit is working as intended.

Finally, check your ConvertKit account to see if the new subscriber has been added with the correct information. This completes the integration process, allowing you to automate your lead generation workflow effortlessly.

Conclusion

Integrating Flexi Funnels with ConvertKit using Pabbly Connect streamlines your lead generation process. This automation ensures that every lead captured is promptly added as a subscriber, enhancing your email marketing efforts without manual intervention.