Integrating Google Sheets with Flowdesk Using Pabbly Connect

Learn how to seamlessly integrate Google Sheets with Flowdesk using Pabbly Connect. Automate subscriber creation with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect for automating subscriber creation in Flowdesk, first create an account on the platform. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your automation, such as ‘When New Lead Added to Sheet Automatically Create Subscriber in Flowdesk’. This workflow will connect Google Sheets and Flowdesk through Pabbly Connect.

2. Selecting Google Sheets and Flowdesk in Pabbly Connect

In your new workflow, you will need to select the applications to integrate. For the trigger application, choose Google Sheets, and for the action application, select Flowdesk. This setup allows Pabbly Connect to monitor Google Sheets for new entries and then create subscribers in Flowdesk.

• Choose Google Sheets as the trigger application.
• Select Flowdesk as the action application.

By setting these applications, you define the automation path. Whenever a new lead is added to Google Sheets, Pabbly Connect will automatically trigger the action to create a subscriber in Flowdesk.

3. Configuring Google Sheets with Pabbly Connect

To configure Google Sheets, select the trigger event as ‘New or Updated Spreadsheet Row’. This means that any time a new lead is added, Pabbly Connect will capture this data. You will need to set up the Webhook URL provided by Pabbly Connect.

Copy the Webhook URL and open your Google Sheets. Navigate to Extensions > Add-ons > Get Add-ons, and search for the Pabbly Connect Webhooks add-on. Install it if you haven’t already, and then access it from Extensions > Pabbly Connect Webhooks > Initial Setup.

4. Finalizing the Setup in Pabbly Connect

In the Initial Setup, paste the Webhook URL and specify the trigger column, which is the column where data will be added. For example, if your final data column is D, set this as your trigger column. This allows Pabbly Connect to send data whenever new information is entered.

After configuring, click ‘Send Test’ to verify the connection. If successful, you will see a confirmation in Pabbly Connect. Make sure to enable the ‘Send on Event’ option so that every time a new lead is added, the data is sent automatically.

5. Creating Subscribers in Flowdesk with Pabbly Connect

Now, configure the action in Pabbly Connect to create or update a subscriber in Flowdesk. Click on the action event and select ‘Create or Update Subscriber’. Connect your Flowdesk account by providing the necessary access.

Map the fields from Google Sheets to Flowdesk, ensuring that the email and other subscriber details are correctly aligned. Once mapped, click ‘Save and Send Test Request’. If the test is successful, the subscriber will be created in Flowdesk, demonstrating that Pabbly Connect has successfully integrated the two applications.

Conclusion

This tutorial showcased how to use Pabbly Connect to automate the process of adding subscribers from Google Sheets to Flowdesk. By following these steps, you can streamline your workflow and ensure that new leads are captured efficiently.