How to Add New ConvertKit Subscribers with Tag to Google Sheets Using Pabbly Connect

Learn how to seamlessly add new ConvertKit subscribers with tags to Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ConvertKit and Google Sheets Integration

To add new ConvertKit subscribers with tags to Google Sheets, you will first need to set up Pabbly Connect. This integration allows you to automate the process so that every new subscriber is automatically recorded in your Google Sheets. Begin by signing into your Pabbly Connect account. If you are a new user, you can easily sign up for free and get started with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Here, you will name your workflow, for example, ‘Add New ConvertKit Subscribers with Tag to Google Sheets’. Choose the appropriate folder for this integration, such as ‘ConvertKit Google Sheets Integration’, and click ‘Create’ to proceed.

2. Selecting Applications in Pabbly Connect

In this step, you will select the applications that will be connected through Pabbly Connect. Your trigger application will be ConvertKit, and the action application will be Google Sheets. Click on the trigger window and select ConvertKit. The trigger event should be set to ‘New Form Subscriber’, which activates the workflow whenever a new subscriber is added through a form.

• Choose ConvertKit as the trigger application.
• Set the trigger event to ‘New Form Subscriber’.
• Select Google Sheets as the action application.
• Set the action event to ‘Add New Row’ in Google Sheets.

Now that the applications are selected, you can move on to establishing the connection between ConvertKit and Pabbly Connect. This will require your API key and API secret key from your ConvertKit account. Make sure to copy these keys from your ConvertKit settings and paste them into the corresponding fields in Pabbly Connect.

3. Creating a Test Subscriber in ConvertKit

To test the integration, you need to create a test subscriber in ConvertKit. Go back to your ConvertKit account and fill out the form that you have set up. Enter the subscriber’s email, first name, last name, phone number, and select a tag, such as ‘Customer’. Submit the form to create a new subscriber.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will wait for a response from ConvertKit. If everything is set correctly, you will see the details of the new subscriber captured in Pabbly Connect, including their first name, last name, email, phone number, and the created date.

4. Mapping Subscriber Details to Google Sheets

Once you have the subscriber details in Pabbly Connect, the next step is to map these details to your Google Sheets. First, you need to add an action step in Pabbly Connect to retrieve the subscriber’s tags. Select ConvertKit as the action application and set the action event to ‘Get Subscriber Tags’. Connect using the existing connection and map the subscriber ID received from the previous step.

After retrieving the tags, you will now set up the Google Sheets action. Connect to your Google account, select the spreadsheet you created for ConvertKit subscribers, and choose the sheet where you want to add the details. The mapping process is crucial, as it ensures that the correct data is entered into the correct columns in Google Sheets.

• Map the first name, last name, email, phone, and tag fields from ConvertKit to the corresponding columns in Google Sheets.
• Ensure that the mapping is dynamic so that new subscriber details are automatically updated.

Once mapping is complete, click on ‘Save and Send Test Request’ to verify that the subscriber details are successfully added to Google Sheets. Check your Google Sheets to confirm that the new subscriber’s information appears correctly in a new row.

5. Conclusion

By following these steps, you can easily add new ConvertKit subscribers with tags to Google Sheets using Pabbly Connect. This automation streamlines your workflow, ensuring that every new subscriber is captured without manual intervention. With Pabbly Connect, you can integrate various applications to enhance your productivity and efficiency.

Now, you can manage your subscriber data seamlessly and focus more on your marketing efforts. The integration between ConvertKit and Google Sheets via Pabbly Connect is a powerful tool for any business owner looking to optimize their lead management.