Learn how to seamlessly create Flodesk subscribers from new Google Sheets rows using Pabbly Connect in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a Flodesk subscriber from a new Google Sheets row, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are new, you can sign up for free and get started with 100 tasks each month.
Once you are logged in, navigate to your dashboard and click on the ‘Access Now’ button for Pabbly Connect. This will allow you to create a new workflow that integrates Google Sheets with Flodesk.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Name it ‘Create Flodesk Subscriber from Google Sheets Table Row’ and select the folder where you want to save it.
- Click on the ‘Create’ button to proceed.
- This opens the workflow window where you will set the trigger and action.
In this window, you will select Google Sheets as the trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This configuration will ensure that every time a new row is added or updated in Google Sheets, it triggers the workflow in Pabbly Connect.
3. Setting Up Google Sheets with Pabbly Connect
After setting up the trigger, Pabbly Connect provides you with a webhook URL. This URL is essential for connecting your Google Sheets to the workflow. Copy this URL and head to your Google Sheets account.
In Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, and then click on ‘Get Add-ons’. Search for the Pabbly Connect Webhook extension. If you haven’t installed it yet, click on the install button. After installation, refresh the Google Sheets page.
- Go back to the ‘Extensions’ menu and find the Pabbly Connect Webhook option.
- Select ‘Initial Setup’ and paste the webhook URL you copied earlier.
- Specify the trigger column (e.g., G) where the final data will be entered.
Once you click on ‘Submit’, you will see a confirmation message indicating that the setup is configured successfully, establishing a connection between Google Sheets and Pabbly Connect.
4. Testing the Integration with Pabbly Connect
Now that you have set up Pabbly Connect with Google Sheets, it’s time to test the integration. Ensure that the ‘Send On Event’ option in the Pabbly Connect Webhook settings is turned on. This ensures that any new event in Google Sheets will automatically send data to your workflow.
To test, add a new row in Google Sheets with the lead details such as first name, last name, email, company, phone number, source, and status. After entering the details, check your Pabbly Connect workflow to see if it captures the response correctly.
Make sure to fill in all necessary fields in the new row. Verify that the data appears correctly in the workflow response.
If the response is captured successfully, you are ready to move on to the action step where you will create a subscriber in Flodesk.
5. Creating a Subscriber in Flodesk via Pabbly Connect
With the trigger successfully set, the next step involves selecting Flodesk as the action application in Pabbly Connect. Choose the action event as ‘Create or Update a Subscriber’. Click on ‘Connect’ to establish a connection with your Flodesk account.
If this is your first time connecting, you will need to enter your Flodesk email and password. After signing in, grant the necessary permissions to Pabbly Connect. Once connected, you will map the fields from Google Sheets to Flodesk, starting with the subscriber’s email.
Map the email, first name, last name, phone number, and company fields from the Google Sheets response. Decide whether to send confirmation emails to the subscribers.
After mapping all required fields, click on ‘Save and Send Test Request’. If successful, you will receive a positive response indicating that a new Flodesk subscriber has been created. You can verify this by checking your Flodesk account for the newly added subscriber.
Conclusion
This tutorial demonstrates how to create a Flodesk subscriber from a new Google Sheets row using Pabbly Connect. By following these steps, you can automate your email marketing process effectively and engage with your leads efficiently.
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