How to Use Pabbly Connect for Google Sheets and Flu Desk Integration

Learn how to integrate Google Sheets with Flu Desk using Pabbly Connect to automate subscriber management and streamline your email marketing campaigns. 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 start integrating Google Sheets with Flu Desk, you first need to access Pabbly Connect. Simply sign in to your existing account or create a new one. The registration process is quick and offers 100 free tasks to explore the platform.

Once logged in, navigate to the dashboard. On the right side, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow, which will help you identify it later. After naming, click ‘Create’ to proceed.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this section, we will set up Google Sheets as the trigger application in Pabbly Connect. The trigger event will be when a new row is added or updated in the spreadsheet. Select Google Sheets from the list of applications.

• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheets, click on Extensions, and then Add-ons to install the Pabbly Connect Webhooks add-on.
• Paste the webhook URL in the initial setup of the add-on.

After setting up the webhook, you need to specify the trigger column, which is the final data column in your sheet. In our case, this is column F. Once everything is configured, click on ‘Send Test’ to ensure that the integration works correctly.

3. Creating a Subscriber in Flu Desk

Next, we will set up the action application, which is Flu Desk, to create a subscriber. In Pabbly Connect, select Flu Desk as the action application and choose the ‘Create or Update Subscriber’ action event.

Connect your Flu Desk account by entering your login credentials. Once connected, you will need to map the fields from the Google Sheets data to the corresponding fields in Flu Desk. This includes the email address, first name, last name, and other relevant information.

• Select the email address from the mapped data.
• Map the first name and last name accordingly.
• Choose whether to send opt-in confirmation emails to subscribers.

Once you have filled in all the necessary fields, click on ‘Save and Send Test Request’ to create the subscriber in Flu Desk. You should receive a confirmation response indicating that the subscriber has been successfully created.

4. Adding Subscriber to Specific Segment in Flu Desk

To ensure that subscribers are organized based on their course enrollments, we will use the lookup table feature in Pabbly Connect. This allows us to add subscribers to specific segments in Flu Desk based on the course they enrolled in.

First, add a new action step in your workflow and select the ‘Lookup Table’ action event. Here, you will map the course name from the Google Sheets data to the corresponding segment ID in Flu Desk.

Define the lookup key as the course name. For each course, map the corresponding Flu Desk segment ID. Click ‘Save and Send Test Request’ to finalize the lookup table setup.

After the lookup table step, add another action to Flu Desk to add the existing subscriber to the identified segment. Ensure to map the subscriber’s email and the segment ID correctly before clicking ‘Save and Send Test Request’ again.

5. Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to integrate Google Sheets with Flu Desk. This integration automates the process of adding new subscribers based on their course enrollments, enhancing your email marketing efforts.

By following these steps, you can streamline your subscriber management and improve engagement with your audience. Utilize Pabbly Connect to explore more integrations and automate your workflows effectively.