Learn how to automate Flodesk subscriber creation from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To create a Flodesk subscriber from a new Google Sheets table row, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and choosing the option to sign in or sign up for free if you’re a new user.
Once signed in, navigate to the dashboard where you will find various Pabbly tools. Click on the Pabbly Connect option to start creating your workflow. This is the platform that enables the integration of Google Sheets and Flodesk seamlessly.
Creating Your Workflow in Pabbly Connect
In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Create Flodesk Subscriber from Google Sheets Table Row’. Choose a folder to save this workflow, such as ‘Automations’.
After naming your workflow, click on ‘Create’ to access the workflow window where you will set up your trigger and action. The trigger will be set to Google Sheets, indicating that new or updated rows will initiate the workflow.
- Select Google Sheets as the trigger application.
- Choose the trigger event as ‘New or Updated Spreadsheet Row’.
- Copy the webhook URL provided by Pabbly Connect.
These steps are crucial for establishing the connection between Google Sheets and Pabbly Connect, ensuring that every new lead added will trigger the creation of a subscriber in Flodesk.
Setting Up Google Sheets for Pabbly Connect
Next, you need to set up Google Sheets to work with Pabbly Connect. Open your Google Sheets account and navigate to the specific spreadsheet where you will add new leads. From the menu, go to Extensions, then Add-ons, and select Get Add-ons.
Search for the Pabbly Connect Webhook extension. If it’s not installed, click on the install button. After installation, refresh your Google Sheets page to see the Pabbly Connect Webhook option appear under Extensions.
- Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
- Paste the webhook URL copied from Pabbly Connect.
- Set the trigger column (e.g., G) and click Submit.
After successfully configuring the setup, you will see a confirmation message. This indicates that your Google Sheets is now linked to Pabbly Connect, ready to send data to Flodesk whenever a new row is added.
Testing the Setup with Pabbly Connect
To ensure everything is working correctly, you need to test the setup. Go back to your Google Sheets and add a new lead’s details in the designated columns. Make sure the ‘Send On Event’ button in the Pabbly Connect Webhook settings is turned on.
Fill in the fields such as first name, last name, email, company, and phone number. After entering the details, check your Pabbly Connect workflow to see if it captures the webhook response. This confirms that the integration is functioning as intended.
Enter the lead’s first name and last name. Add the email and company details. Select the status of the lead (e.g., hot lead).
Once the test submission is complete, return to your Pabbly Connect dashboard to verify that the data has been captured correctly. This step is essential to ensure that your workflow is ready for live data.
Creating Flodesk Subscriber Using Pabbly Connect
Now that you have tested your setup, it’s time to create the Flodesk subscriber. In your Pabbly Connect workflow, select Flodesk as the action application. Choose the action event as ‘Create or Update Subscriber’. This action will ensure that every new lead added in Google Sheets creates a corresponding subscriber in Flodesk.
Connect your Flodesk account by entering your email and password when prompted. After allowing the necessary permissions, you will need to map the fields from Google Sheets to Flodesk. For example, map the email, first name, last name, and any other relevant fields.
Select the email field to map the subscriber’s email. Map the first name and last name fields accordingly. Decide if you want to send confirmation emails to subscribers.
Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the subscriber has been created in Flodesk. This integration through Pabbly Connect allows you to automate your email marketing efforts efficiently.
Conclusion
In this tutorial, we explored how to create a Flodesk subscriber from a new Google Sheets table row using Pabbly Connect. By following these steps, you can automate your email marketing processes seamlessly and efficiently. Start using Pabbly Connect today to enhance your workflow!
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