Integrate Flexi Funnels with ConvertKit and Google Sheets Using Pabbly Connect

Learn how to automate subscriber creation in ConvertKit and data entry in Google Sheets using Pabbly Connect with Flexi Funnels. Follow our step-by-step guide. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Flexi Funnels, ConvertKit, and Google Sheets, first access Pabbly Connect. Visit the Pabbly website and sign in or create a new account. This platform enables seamless automation between various applications without any coding skills.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you can manage your workflows. Click on ‘Create Workflow’ to begin setting up your integration. This initial setup is crucial for connecting the applications effectively.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that captures sales from Flexi Funnels and adds subscribers to ConvertKit and data to Google Sheets. Start by naming your workflow, such as ‘Flexi Funnels to ConvertKit and Google Sheets’. using Pabbly Connect

• Click on ‘Create Workflow’.
• Select ‘Trigger’ as Flexi Funnels and ‘Action’ as ConvertKit.
• Add another action for Google Sheets to log the data.

With Pabbly Connect, you can easily manage multiple actions in one workflow. This setup allows you to automate the process of adding subscribers and logging sales data simultaneously.

3. Setting Up the Trigger in Pabbly Connect

For our automation, the trigger application will be Flexi Funnels. Select ‘New Sale’ as the trigger event. This means the workflow will start every time a new sale is made in Flexi Funnels.

Next, you will need to connect Flexi Funnels to Pabbly Connect. This is done by using a webhook URL provided by Pabbly Connect. Copy this URL and paste it into your Flexi Funnels settings to link the two applications. This connection is crucial for data transfer.

After setting up the webhook, perform a test purchase in Flexi Funnels. This will send data to Pabbly Connect, allowing you to verify that the integration is functioning correctly. Check the response in Pabbly Connect to ensure all details are captured accurately.

4. Adding Subscriber in ConvertKit via Pabbly Connect

Once the trigger is set, the next step is to add a subscriber to ConvertKit. In Pabbly Connect, select ConvertKit as the action application and choose ‘Add Subscriber’ as the action event. This action will create a new subscriber every time a sale is made.

• Connect your ConvertKit account by entering your API key and secret.
• Map the subscriber details such as email, first name, and last name from the data captured in the trigger.
• Select the relevant tags for your subscribers to organize them effectively.

Using Pabbly Connect for this step ensures that all subscriber data is recorded correctly in ConvertKit, allowing you to manage your email marketing efficiently.

5. Logging Data in Google Sheets with Pabbly Connect

The final step is to log the subscriber information into Google Sheets. Select Google Sheets as the action application in your Pabbly Connect workflow and choose ‘Add New Row’ as the action event. This action will record all necessary details in your spreadsheet.

Connect your Google Sheets account and select the spreadsheet where you want to log the data. Map the fields such as first name, last name, email, and phone number to ensure accurate data entry. Finally, click ‘Save and Send Test Request’ to verify that the data is logged correctly.

By utilizing Pabbly Connect, you can automate the entire process from sale to subscriber creation to data logging, making your workflow seamless and efficient.

Conclusion

In this tutorial, we explored how to integrate Flexi Funnels with ConvertKit and Google Sheets using Pabbly Connect. This powerful platform automates the process of subscriber creation and data logging, enhancing your business efficiency.