Integrate Google Sheets and Flowdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Sheets with Flowdesk using Pabbly Connect for seamless automation. Step-by-step tutorial with exact instructions and UI elements. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Sheets with Flowdesk, first, access Pabbly Connect. You can sign in if you are an existing user, or sign up if you are new. The sign-up process is quick and provides 100 free tasks for exploration.

Once you reach the Pabbly Connect dashboard, you will find the option to create a workflow. Click on ‘Create Workflow’ and name it accordingly. This sets the foundation for your integration process.

2. Setting Up Google Sheets as Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means every time a new row is added, the workflow will initiate.

• Select Google Sheets from the app list.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, integrate this webhook URL with your Google Sheets. Go to Extensions, then Add-ons, and select Pabbly Connect Webhooks to set up the connection. Paste the webhook URL and specify the trigger column where data is added.

3. Configuring Flowdesk as Action in Pabbly Connect

After setting Google Sheets as the trigger, the next step is to configure Flowdesk as the action application in Pabbly Connect. Choose Flowdesk and select the action event as ‘Create or Update Subscriber’. This will allow you to add new subscribers automatically.

Connect your Flowdesk account by providing the necessary credentials. Once authorized, you will need to map the data from Google Sheets to Flowdesk fields, such as Email, First Name, Last Name, etc. This mapping ensures that the data flows seamlessly between the two applications.

• Select ‘Create or Update Subscriber’ as the action event.
• Map the fields from Google Sheets to Flowdesk.
• Click on Save and Send Test Request to confirm the integration.

Upon successful mapping, you will receive a confirmation response indicating that the subscriber has been created in Flowdesk. This completes the initial action setup.

4. Adding Subscriber to Specific Segment in Flowdesk

The next objective is to categorize subscribers into specific segments based on the course they enrolled in. For this, we will utilize the ‘Lookup Table’ feature in Pabbly Connect. This allows you to specify course names and their corresponding segment IDs.

Set up the Lookup Table action in Pabbly Connect, mapping course names to their respective segment IDs. This will enable the workflow to automatically assign subscribers to the correct segment based on their course enrollment.

Add course names as lookup keys. Map corresponding segment IDs from Flowdesk. Test the Lookup Table to ensure proper mapping.

Once the Lookup Table is configured, add another action step in Pabbly Connect to assign the subscriber to the specific segment in Flowdesk. This ensures that every new subscriber is categorized correctly.

5. Testing and Verifying Your Integration

After completing the setup, it is crucial to test the entire integration process. Add a new row in your Google Sheets with user details, including their course enrollment. This will trigger the workflow in Pabbly Connect.

Check Flowdesk to confirm that the subscriber has been added correctly and assigned to the appropriate segment. This verification step ensures that your automation is functioning as intended.

Add a new row in Google Sheets with subscriber details. Monitor Pabbly Connect for workflow execution. Verify subscriber addition in Flowdesk.

Upon successful testing, your integration between Google Sheets and Flowdesk using Pabbly Connect is now complete. This automation will save time and ensure efficient subscriber management.

Conclusion

This tutorial demonstrated how to integrate Google Sheets with Flowdesk using Pabbly Connect. By following these steps, you can automate subscriber management efficiently and streamline your workflow.