How to Add Pipeline CRM Person in ConvertKit as Subscriber Automatically Using Pabbly Connect

Learn how to automatically add Pipeline CRM persons as subscribers in ConvertKit using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating tasks between different applications. In this tutorial, we will explore how to use Pabbly Connect to add Pipeline CRM persons as subscribers in ConvertKit automatically. This integration saves time and ensures that your potential members receive timely updates.

To get started, visit the Pabbly Connect dashboard. Once logged in, you can create a new workflow that connects Pipeline CRM with ConvertKit. This setup allows you to automate the process of adding new leads directly to your email list.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow; a suitable name for this automation could be ‘Add Pipeline CRM Person in ConvertKit as Subscriber.’ Select a folder to organize your workflow if desired.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for better organization.

After naming your workflow, you will see options to set up a trigger. This trigger will activate the automation whenever a new person is created in your Pipeline CRM account. By choosing the correct trigger, you ensure that the workflow runs smoothly and efficiently.

3. Setting Up the Trigger for Pipeline CRM

In this section, we will set up the trigger in Pabbly Connect to listen for new persons created in Pipeline CRM. Select Pipeline CRM as your trigger application and choose the event ‘New Person’. This event will ensure that every time a new inquiry is received, it triggers the automation.

After selecting the trigger, you will be provided with a webhook URL. Copy this URL to use in your Pipeline CRM settings. Go to your Pipeline CRM account, navigate to account settings, and under automations, create a new automation using the copied webhook URL.

• Select Pipeline CRM as the trigger application.
• Choose ‘New Person’ as the trigger event.
• Copy the provided webhook URL for use in Pipeline CRM.

Once you have set up the webhook in Pipeline CRM, you can test the trigger to ensure it is working correctly. This step is crucial as it confirms that the integration is set up properly before proceeding to the next steps.

4. Adding Actions to ConvertKit in Pabbly Connect

Now that the trigger is set, we will add the action step in Pabbly Connect to create a subscriber in ConvertKit. Choose ConvertKit as your action application and select the event ‘Add Subscriber’. You will need to map the data received from Pipeline CRM to the fields in ConvertKit.

In the action setup, you will need to provide your ConvertKit API key and other necessary details. This ensures that Pabbly Connect can communicate with your ConvertKit account effectively. Once the mapping is done, you can test this action to confirm that a new subscriber is added successfully.

Select ConvertKit as the action application. Choose ‘Add Subscriber’ as the action event. Map the data from Pipeline CRM to ConvertKit fields.

After testing the action and confirming the subscriber is added, activate your workflow in Pabbly Connect. This activation will enable the automation, ensuring that every new person in Pipeline CRM is automatically added as a subscriber in ConvertKit.

5. Testing and Activating the Integration

To ensure everything is functioning correctly, perform a test submission in Pipeline CRM. Create a new person using dummy data and submit the form. This action should trigger the workflow in Pabbly Connect, allowing you to verify that the integration works seamlessly.

After the test submission, check your ConvertKit account to see if the new subscriber has been added successfully. If everything looks good, you can confidently rely on this automation to manage your subscribers without manual intervention.

Remember to monitor your Pabbly Connect dashboard for any errors or logs related to the integration. This practice helps maintain the efficiency of your workflow and ensures that your subscriber list remains updated.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Pipeline CRM persons as subscribers in ConvertKit. This integration not only saves time but also enhances communication with potential members, ensuring they receive timely updates and offers.