How to Add FlexiFunnels Sales Data to Google Sheets Using Pabbly Connect

Learn how to integrate FlexiFunnels sales data into Google Sheets using Pabbly Connect. Follow this step-by-step guide for a seamless automation process. 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 add FlexiFunnels sales data to Google Sheets, you will first need to access Pabbly Connect. This platform enables seamless integration without any coding skills. Start by navigating to the Pabbly Connect homepage, where you can sign up for a new account or sign in if you are an existing user.

Once logged in, you will land on the dashboard, which showcases all your workflows. To create a new automation, click on the ‘Create Workflow’ button. This is where you will set up the connection between FlexiFunnels and Google Sheets using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something descriptive, like ‘Add FlexiFunnels Sales Data to Google Sheets’. Select a folder to save this workflow for better organization. This is crucial for keeping track of your automations within Pabbly Connect.

• Choose a descriptive name for your workflow.
• Select an appropriate folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two sections: Trigger and Action. Here, you will select FlexiFunnels as your trigger application and Google Sheets as your action application, demonstrating how Pabbly Connect facilitates the automation process.

3. Setting Up the Trigger with FlexiFunnels

In this step, you will set FlexiFunnels as the trigger application in Pabbly Connect. Choose the ‘New Purchase’ event as your trigger. This event indicates that whenever a new sale occurs in FlexiFunnels, the automation will be activated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will act as a bridge to send data from FlexiFunnels to Pabbly Connect. You will now need to configure this webhook in your FlexiFunnels account.

• Go to your FlexiFunnels account and select the product for which you want to set the webhook.
• Navigate to the ‘Set Rules’ option and select ‘Webhook’.
• Paste the copied webhook URL into the designated field.

Click on ‘Save’ to finalize the webhook setup. Now, every time a purchase is made, the data will be sent to Pabbly Connect, confirming that your trigger is correctly configured.

4. Setting Up the Action with Google Sheets

With the trigger set, it’s time to configure the action in Pabbly Connect. Select Google Sheets as the action application and choose the ‘Add New Row’ action event. This action will create a new row in your Google Sheets every time a purchase is made in FlexiFunnels.

Next, connect your Google Sheets account to Pabbly Connect. If you have already created a connection, select it; otherwise, click on ‘Add New Connection’ and follow the prompts to authorize access. After establishing the connection, you will need to map the data fields from the FlexiFunnels response to your Google Sheets.

Select the spreadsheet where you want to store the sales data. Map the customer details like name, email, and phone number from the FlexiFunnels response. Click on ‘Save and Send Test Request’ to verify the setup.

Once the test request is successful, you will see the new row populated in Google Sheets with the customer’s details, confirming that the integration between FlexiFunnels and Google Sheets via Pabbly Connect is functioning correctly.

5. Testing the Integration

After setting everything up, it’s crucial to test the integration to ensure everything works as expected. Return to your FlexiFunnels sales page and perform a test purchase. This will trigger the workflow you created in Pabbly Connect.

Once the purchase is completed, check your Google Sheets to confirm that the new customer details have been added. This step validates that the automation is functioning correctly, and you can now capture all sales data seamlessly.

By following these steps, you have successfully integrated FlexiFunnels with Google Sheets using Pabbly Connect. This automation will save you time and effort by automatically recording sales data without manual entry.

Conclusion

In this tutorial, we covered how to integrate FlexiFunnels sales data into Google Sheets using Pabbly Connect. By setting up triggers and actions, you can automate your sales data recording efficiently. This process simplifies tracking and enhances your workflow.