How to Create Subscribers in Flodesk from Microsoft Excel Using Pabbly Connect

Learn how to automate subscriber creation in Flodesk from Microsoft Excel using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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

1. Accessing Pabbly Connect for Integration

To create subscribers in Flodesk from Microsoft Excel, the first step is accessing Pabbly Connect. Open your web browser and type in the URL for Pabbly Connect to reach the landing page.

Here, you will need to sign in to your account. If you are a new user, you can sign up for free to get started. After signing in, you will see the Pabbly Connect dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Once you are on the dashboard of 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 your workflow something like ‘Create Subscribers from Excel to Flodesk’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Microsoft Excel, and the action will be Flodesk.

3. Setting Up the Trigger with Microsoft Excel

In this step, you will configure the trigger in Pabbly Connect using Microsoft Excel. Select Microsoft Excel as your trigger application and choose the event ‘New Row in Worksheet’. This will ensure that whenever a new subscriber is added to your Excel sheet, it triggers the workflow.

Next, you will need to connect your Microsoft Excel account by clicking on ‘Add New Connection’. After granting the necessary permissions, select the workbook that contains your subscriber details. For example, if your workbook is named ‘Subscribers Contact Detail’, select that.

4. Setting Up the Action in Flodesk

Now, it’s time to set up the action in Pabbly Connect for Flodesk. Choose Flodesk as your action application and select the event ‘Create or Update Subscriber’. This action will allow you to add new subscribers automatically.

Connect your Flodesk account by clicking ‘Add New Connection’ and authorize the connection. After that, map the fields from your Excel sheet to Flodesk. For instance, select the email address, first name, and any other relevant details for the subscriber.

• Map the email field to the corresponding email address from Excel.
• Map the first name and any additional fields as necessary.

Once you have completed the mapping, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

5. Verifying Subscriber Creation in Flodesk

After setting up the action in Pabbly Connect, the final step is to verify that the subscriber has been created in Flodesk. Log into your Flodesk account and navigate to the ‘Audience’ section.

Here, you should see the new subscriber listed with the details you provided in Excel. This confirms that the integration between Microsoft Excel and Flodesk via Pabbly Connect is successful.

To summarize, you have successfully set up an automated workflow that creates subscribers in Flodesk using data from Microsoft Excel. This automation saves time and ensures your subscriber list is always up-to-date.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating subscribers in Flodesk from Microsoft Excel. By following these steps, you can streamline your email marketing efforts efficiently.