Learn how to seamlessly integrate ConvertKit with Google Sheets using Pabbly Connect to automatically add new subscribers with tags. Follow our step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To add new ConvertKit subscribers with a tag to Google Sheets, the first step is accessing Pabbly Connect. This platform serves as the integration hub that automates the process between ConvertKit and Google Sheets. Existing users can sign in, while new users can create an account to get started.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Add New ConvertKit Subscribers with Tag to Google Sheets’, and select the relevant folder for organization.
Setting Up the Trigger Event in Pabbly Connect
In this step, you will set up the trigger event using Pabbly Connect. The trigger application will be ConvertKit, and the event will be set to ‘New Form Subscriber’. This means that every time a new subscriber is added through your ConvertKit form, it will initiate the workflow.
To set this up, click on the trigger window and select ConvertKit as your application. Once selected, choose the trigger event as ‘New Form Subscriber’. After this, you will need to establish a connection between ConvertKit and Pabbly Connect by clicking ‘Connect’ and providing the required API key and secret key from your ConvertKit account.
- Navigate to your ConvertKit account settings.
- Copy the API key and secret key from the Advanced settings.
- Paste these keys into Pabbly Connect to establish the connection.
Once the connection is established, proceed to select the specific form you want to track for new subscribers. This setup ensures that every new subscriber will be captured by Pabbly Connect effectively.
Adding Action Step to Google Sheets
Now that you have set up the trigger in Pabbly Connect, the next step is to add the action event that will send subscriber data to Google Sheets. The action application will be Google Sheets, and the event will be ‘Add New Row’. This action ensures that every new subscriber is automatically recorded in your designated Google Sheet.
To configure this, select Google Sheets as your action application and choose ‘Add New Row’ as the action event. You will need to connect your Google account to Pabbly Connect if you haven’t done so already. After signing in, select the spreadsheet you wish to use for storing subscriber information.
- Choose the spreadsheet named ‘ConvertKit Subscribers’.
- Select the specific sheet (usually Sheet1) where the data will be added.
- Map the fields from ConvertKit to the corresponding columns in Google Sheets.
Mapping ensures that the first name, last name, email, phone number, and tag of each subscriber are accurately recorded in your Google Sheet. This step is crucial for maintaining organized subscriber data.
Testing the Integration with Pabbly Connect
After setting up the action step, it is essential to test the integration using Pabbly Connect. This involves creating a test subscriber in ConvertKit to see if the data flows correctly to Google Sheets. Fill in the form with a test subscriber’s details and submit it.
Once you submit the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will trigger the workflow and should capture the new subscriber’s information. If successful, you will see the details reflected in the response section of Pabbly Connect.
Ensure that the test subscriber details appear correctly in the response. Check your Google Sheet to confirm that the new subscriber’s information has been added. Verify that all mapped fields are populated with the correct data.
Successful testing confirms that your integration is working as intended, allowing for seamless data transfer between ConvertKit and Google Sheets through Pabbly Connect.
Conclusion
In this tutorial, we explored how to add new ConvertKit subscribers with a tag to Google Sheets using Pabbly Connect. By following these steps, you can automate your subscriber data management effectively. This integration not only saves time but also ensures accuracy in your data handling.
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