Integrate Gmail with Flowdesk Using Pabbly Connect for New Leads

Learn how to automate new lead creation in Flowdesk from Gmail using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Gmail and Flowdesk Integration

To begin using Pabbly Connect, access the dashboard by signing in or creating a new account. This platform is essential for automating workflows between applications like Gmail and Flowdesk.

Once logged in, locate the ‘Create Workflow’ button on the right side. Click it to open a dialog box where you can name your workflow. For this integration, name it ‘Create Flowdesk Subscriber for Leads Received via Email’ and hit ‘Create’.

2. Setting Up Gmail Trigger in Pabbly Connect

The first step in this workflow is to set up a trigger using Pabbly Connect. Select Gmail as your trigger application. The event will be ‘Email Parser’ which extracts data from incoming emails. This is crucial for capturing lead information from emails.

• Select ‘Email Parser’ as the trigger event.
• Copy the email address provided by Pabbly Connect for forwarding.
• Configure your Gmail settings to forward emails to this address.

After setting up the forwarding, send a test email to this address. Ensure the email follows the specified template to allow Pabbly Connect to extract the lead details accurately. This setup is essential for the automation process to function correctly.

3. Filtering New Leads for Flowdesk

Next, we will set a filter in Pabbly Connect to ensure that only relevant emails trigger the workflow. This step is critical to avoid processing unrelated emails.

• Add a filter condition to check if the email subject contains ‘New Lead’.
• Configure the filter to continue only if this condition is met.

By setting this filter, you ensure that the workflow only processes emails that are intended to create new leads, improving efficiency and accuracy in your lead management process.

4. Extracting Lead Details Using Pabbly Connect

After filtering, the next step involves extracting specific details from the email body. This is done using the Text Formatter feature within Pabbly Connect. You will need to extract the first name, last name, email address, phone number, and company name from the email content.

Use the ‘Text Parser’ action to extract required fields. Map the extracted values to the corresponding fields in Flowdesk.

This extraction process is vital for ensuring that all necessary lead information is captured and can be used for subsequent actions in the workflow.

5. Creating Subscribers in Flowdesk with Pabbly Connect

The final step is to create a subscriber in Flowdesk using the extracted lead details. In this step, select Flowdesk as your action application and choose the ‘Create or Update Subscriber’ action. using Pabbly Connect

Map the extracted fields from the previous step to the corresponding fields in Flowdesk, such as first name, last name, email, phone number, and company name. This mapping ensures that the correct data is sent to Flowdesk to create a new subscriber.

Once the mapping is complete, send a test request to verify that the subscriber has been created successfully. After confirmation, you can also add the subscriber to a specific segment in Flowdesk, enhancing your lead management capabilities.

Conclusion

In this tutorial, we detailed how to use Pabbly Connect to automate the integration of Gmail with Flowdesk for managing new leads. By following these steps, you can streamline your lead capture process and ensure efficient subscriber management.