Integrating Flexi Funnels and Google Sheets with Pabbly Connect: A Step-by-Step Guide

Learn how to automate subscriber creation in ConvertKit and data entry in Google Sheets using Pabbly Connect with Flexi Funnels. Follow our detailed tutorial now!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Flexi Funnels with Google Sheets, access Pabbly Connect by visiting Pabbly.com/connect in your browser. Sign in to your existing account, or create a new one to get started with 100 free tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Flexi Funnels Subscriber Creation’ and select a folder for organization.

2. Setting Up the Trigger in Pabbly Connect

In the workflow setup, the first step is to define the trigger application. For this integration, select Flexi Funnels as the trigger application. Choose the event ‘New Form Submission’ to initiate the workflow when a sale occurs. using Pabbly Connect

• Select ‘Flexi Funnels’ as the Trigger Application.
• Choose ‘New Form Submission’ as the Trigger Event.
• Copy the provided webhook URL to connect Flexi Funnels with Pabbly Connect.

Next, navigate to your Flexi Funnels account. Go to the product settings and set rules for when a product is purchased, entering the copied webhook URL to establish the connection. Save the settings to finalize the trigger setup.

3. Configuring Action to Create Subscriber in ConvertKit

After setting up the trigger, the next step is to configure the action. Select ConvertKit as the action application in Pabbly Connect. Choose the action event as ‘Tag a Subscriber’ to automatically create a subscriber whenever a sale happens. using Pabbly Connect

• Select ‘ConvertKit’ as the Action Application.
• Choose ‘Tag a Subscriber’ as the Action Event.
• Connect to ConvertKit by entering the API key and secret from your ConvertKit account.

Once connected, map the subscriber details from the Flexi Funnels response to the ConvertKit fields. Ensure to select the correct tag ID for organization. This mapping ensures that all subscriber data is accurately transferred from Flexi Funnels to ConvertKit.

4. Adding Data to Google Sheets via Pabbly Connect

The final action in this workflow is to add the subscriber details to Google Sheets. Select Google Sheets as the next action application in Pabbly Connect and choose the event ‘Add New Row’ to input the subscriber’s information into your specified spreadsheet. using Pabbly Connect

Select ‘Google Sheets’ as the Action Application. Choose ‘Add New Row’ as the Action Event. Connect your Google Sheets account and select the spreadsheet where you want to store the data.

Map the fields such as first name, last name, email, and phone number from the previous responses in the workflow. This mapping will ensure that the correct data is entered into the appropriate columns of your Google Sheets document.

5. Testing and Verifying the Integration

To ensure that your integration works smoothly, perform a test submission through Flexi Funnels. Complete a dummy purchase to trigger the workflow and check if the subscriber is created in ConvertKit and the data is recorded in Google Sheets.

After performing the test purchase, check your ConvertKit account to verify that the subscriber has been added under the specified tag. Then, access your Google Sheets to confirm that the new row with subscriber details has been added successfully.

This testing phase is crucial to ensure that the automation is functioning as intended. If everything is set up correctly, you will see the new subscriber details reflected in both applications, demonstrating the efficiency of using Pabbly Connect for integration.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate subscriber creation in ConvertKit and data entry in Google Sheets from Flexi Funnels. This seamless integration enhances efficiency and ensures accurate data handling.