Integrate MemberPress with Flowdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate MemberPress and Flowdesk using Pabbly Connect to automate subscriber management seamlessly. Follow this detailed tutorial for step-by-step instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

In this section, we will set up Pabbly Connect to automate the integration between MemberPress and Flowdesk. Start by logging into your Pabbly Connect account and accessing the dashboard. Once there, click on the big blue button labeled ‘Create Workflow’ to initiate the process.

Next, name your workflow appropriately, such as ‘Create and Add Subscribers to Flowdesk Segment for MemberPress Sign Up.’ After naming, click on ‘Create’ to generate a new blank workflow. You will see the Trigger and Action modules, which are essential for setting up your automation.

2. Configuring the Trigger Event in Pabbly Connect

The first step in your integration using Pabbly Connect is to configure the trigger event. Select MemberPress as your trigger application and choose the event ‘Member Sign Up Completed.’ This event will initiate the workflow whenever a new member signs up.

• Copy the Webhook URL provided by Pabbly Connect.
• Open your MemberPress account and navigate to the Developer Tools add-on.
• Create a new webhook and paste the copied URL.

Ensure that you set the webhook to trigger only when a member sign-up is completed. Click on ‘Save Webhook’ to finalize this setup. Now your Pabbly Connect is ready to receive data from MemberPress.

3. Testing the Integration with Sample Submission

After setting up the trigger, it’s time to test the integration using Pabbly Connect. Go back to your MemberPress account and complete a sample sign-up using a free membership. This action will send the sign-up data to Pabbly Connect.

Once the sign-up is completed, return to your Pabbly Connect workflow. You should see a response containing the member’s details, including their username, email address, and membership type. This data is crucial for the next steps in your integration.

4. Filtering Data for Specific Memberships

To ensure that only specific subscribers are added to Flowdesk, we will use the filtering feature in Pabbly Connect. Click on the plus button to add a new module and select ‘Filter’ as the action. Set the condition to check if the membership title equals ‘Lifetime Membership.’

This filter ensures that only subscribers with the Lifetime Membership will proceed to the next step. If the condition is met, the workflow will continue to create a subscriber in Flowdesk. Click on ‘Save’ and test the request to confirm that the filter is functioning correctly.

5. Creating a Subscriber in Flowdesk

Now it’s time to create a subscriber in Flowdesk using the data received through Pabbly Connect. Add a new action module and select Flowdesk as your application. Choose the action event ‘Add New Subscriber.’

Connect your Flowdesk account by entering your credentials and granting access to Pabbly Connect. Next, map the fields using the data from the previous steps, such as email, first name, and last name. After filling in the required fields, click on ‘Save’ and send a test request. You should receive a confirmation that the subscriber was created successfully.

6. Adding the Subscriber to a Specific Segment

In this final step, you will add the newly created subscriber to a specific segment in Flowdesk. Add another action in your workflow and select Flowdesk again. Choose the action event ‘Add Existing Subscriber to Segment.’ using Pabbly Connect

Use the email of the subscriber you just created and select the segment you want to add them to, such as the MemberPress segment. Click on ‘Save’ and send a test request to confirm that the subscriber has been added to the segment successfully. Check your Flowdesk account to see the subscriber in the specified segment.

Conclusion

This tutorial detailed how to integrate MemberPress with Flowdesk using Pabbly Connect. By following these steps, you can automate the process of adding subscribers to specific segments based on their membership status. This integration enhances your subscriber management and marketing efforts.