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

Learn how to automate subscriber creation in Flodesk from Microsoft Excel with Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating subscribers in Flodesk from Microsoft Excel, you need to access Pabbly Connect. This automation tool allows you to connect different applications seamlessly. Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the landing page, sign into your Pabbly account. If you’re a new user, you can sign up for free and get 100 tasks each month. After logging in, you will see the Pabbly Connect dashboard where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button. Name your workflow something like ‘Create Subscribers from Excel to Flodesk’. This helps you identify the workflow easily later.

• Click on the plus icon to create a new folder if needed.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow creation.

Now, you will see two boxes appear: one for the trigger and one for the action. The trigger will be Microsoft Excel, and the action will be Flodesk. This setup allows you to automate the process of adding subscribers from Excel into Flodesk using Pabbly Connect.

3. Setting Up the Trigger in Microsoft Excel

Your next step is to set up the trigger in Microsoft Excel. Select Microsoft Excel as your trigger application and choose the trigger event as ‘New Row in Worksheet’. This means that whenever a new row is added to your Excel sheet, it will trigger the workflow. using Pabbly Connect

Click on ‘Connect’ and then ‘Add New Connection’ to connect with your Microsoft Excel account. You will need to authorize Pabbly Connect to access your Excel data. Once authorized, select the workbook that contains your subscriber details. For example, select the workbook named ‘Subscribers Contact Details’.

• Choose the correct worksheet, typically named ‘Sheet1’.
• Click on ‘Save and Send Test Request’ to confirm the connection.

Pabbly Connect will capture the data from the Excel sheet, which can include subscriber name, email, and phone number. This data will be used in the next step to create subscribers in Flodesk.

4. Setting Up the Action in Flodesk

Now, you need to set up the action in Flodesk. Select Flodesk as your action application and choose the action event as ‘Create or Update Subscriber’. This indicates that you want to add the new subscriber details into Flodesk. using Pabbly Connect

Click on ‘Connect’ and then ‘Add New Connection’ to connect with your Flodesk account. You will need to authorize Pabbly Connect to access your Flodesk account. Once connected, you will be prompted to fill in the required details for creating a subscriber.

Select the email field from the previous step data. Map the first name and phone number from the captured data. Enter any additional information such as company name.

After filling in the required fields, click on ‘Save and Send Test Request’. This will send the subscriber information to Flodesk. You can then verify if the subscriber has been created successfully within your Flodesk account.

5. Verifying the Subscriber Creation in Flodesk

After setting up the action, it’s essential to verify that the subscriber has been created in Flodesk. Log into your Flodesk account and navigate to the ‘Audience’ section. Here, you will find the newly created subscriber with the details you provided from Microsoft Excel.

Check the subscriber’s information to ensure everything is accurate. You can view their email, name, and any additional details you entered during the setup. This confirmation indicates that the integration between Microsoft Excel and Flodesk via Pabbly Connect was successful.

To summarize, you have set up a complete automation process where adding a new row in your Excel sheet triggers the creation of a subscriber in Flodesk. This workflow saves you time and effort, allowing for efficient management of your subscriber list.

Conclusion

In this tutorial, we demonstrated how to create subscribers in Flodesk from Microsoft Excel using Pabbly Connect. By following these steps, you can automate your subscriber management process effectively, enhancing your email marketing efforts.