Automatically Add HubSpot Contacts to Flodesk Segments as Subscribers Using Pabbly Connect

Learn how to automatically add HubSpot contacts to Flodesk segments as subscribers using Pabbly Connect. Streamline your email marketing effortlessly! 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 HubSpot and Flodesk Integration

To start the process of automatically adding HubSpot contacts to Flodesk segments, you need to access Pabbly Connect. This integration platform is essential for connecting your HubSpot CRM with Flodesk seamlessly.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks monthly. Once logged in, you will see the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

• Name your workflow: ‘Automatically Add HubSpot Contacts to Flodesk Segments as Subscribers’.
• Select a folder to save your workflow.

Once you have named your workflow and selected a folder, click on ‘Create’. This creates a new workflow where you will set up the trigger and action steps for the integration.

3. Setting Up HubSpot CRM as the Trigger in Pabbly Connect

The next step involves setting HubSpot CRM as the trigger application in your Pabbly Connect workflow. Choose HubSpot CRM and select the trigger event as ‘New Contact Added’. This ensures that every time a new contact is added to your HubSpot account, it will trigger an action in Flodesk.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your HubSpot account. Once connected, you will see options to select output properties like first name, last name, email, and country. Select the properties relevant for your subscriber.

• First Name
• Last Name
• Email
• Country

After selecting the desired properties, click on ‘Save and Send Test Request’. This will capture the last contact created in your HubSpot account, confirming that the trigger setup is successful.

4. Adding Subscribers to Flodesk Segments Using Pabbly Connect

Now that you have set up the trigger, it’s time to add the new contacts as subscribers in Flodesk. For this action, select Flodesk as the action application and choose ‘Create/Update Subscriber’ as the action event. This allows you to create a new subscriber in Flodesk based on the HubSpot contact details.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Flodesk account. You will need to map the fields from the HubSpot contact to Flodesk. For example, map the email, first name, and last name fields accordingly.

Map Email to the corresponding field. Map First Name and Last Name.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This will create a subscriber in your Flodesk account, confirming the action step has been executed successfully.

5. Segmenting Subscribers in Flodesk Using Pabbly Connect

After creating the subscriber, the next step is to add them to specific segments in Flodesk. This is crucial for targeted email marketing. In your Pabbly Connect workflow, add another action step and select Flodesk again, this time choosing ‘Add Existing Subscriber to Segment’ as the action event.

Map the subscriber’s email again and select the segment based on the country property from the HubSpot contact. For example, if the country is India, select the India segment; if it’s the USA, select the USA segment. This ensures that subscribers are categorized correctly based on their geographical location.

Select the correct segment for the subscriber. Confirm the mapping of the subscriber’s email.

Once everything is set up, click on ‘Save and Send Test Request’. This will confirm that the subscriber has been successfully added to the appropriate segment in Flodesk.

Conclusion

In summary, using Pabbly Connect allows you to automate the process of adding HubSpot contacts to Flodesk segments as subscribers efficiently. This integration not only saves time but also enhances your email marketing campaigns by ensuring subscribers are accurately segmented based on their geographical data.