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Integrating Pipeline CRM with ConvertKit Using Pabbly Connect

Learn how to integrate Pipeline CRM with ConvertKit using Pabbly Connect for seamless subscriber management and automated email marketing. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pipeline CRM for Integration

To begin the integration process, you first need to set up your Pabbly Connect account. This is crucial for connecting Pipeline CRM with ConvertKit. Once you have logged in, navigate to your Pipeline CRM account and ensure that your inquiry form is connected properly.

After confirming your form connection, any new inquiries submitted through your website will automatically create a lead in your Pipeline CRM. This automation is essential for managing potential members effectively.

2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something recognizable, like ‘Pipeline CRM to ConvertKit Subscriber’.

Select your folder for organization.
Choose Pipeline CRM as your trigger application.
Set the trigger event to ‘New Person’.

This setup ensures that every time a new person is created in your Pipeline CRM, it triggers the workflow to add them as a subscriber in ConvertKit.

3. Connecting Pipeline CRM to Pabbly Connect

To connect Pipeline CRM with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. Go to your Pipeline CRM account, click on your profile icon, and select ‘Account Settings’. Scroll down to find the ‘Automations’ section.

Here, click on ‘Create New Automation’ and give it a name. Select the trigger event as ‘New Person’ and paste the webhook URL you copied from Pabbly Connect. This step is crucial for ensuring that data flows correctly from Pipeline CRM to ConvertKit.

4. Setting Up ConvertKit Action in Pabbly Connect

The next step involves configuring the action in Pabbly Connect to add the new person as a subscriber in ConvertKit. Choose ConvertKit as your action application and select the event as ‘Add Subscriber to Form’. You will then need to connect your ConvertKit account by pasting the API key and secret.

Once connected, you will map the fields from the Pipeline CRM data to ConvertKit. This includes mapping the first name, last name, email, and phone number. Ensure that all required fields are correctly filled to avoid any issues during the subscriber addition process.

5. Testing and Activating Your Automation

After setting up the workflow and action steps, it’s essential to test the automation. Create a test person in your Pipeline CRM to see if they are added correctly as a subscriber in ConvertKit. If everything is set up correctly, you should receive a success response in Pabbly Connect. using Pabbly Connect

Finally, activate your automation by clicking the ‘Activate’ button. This ensures that your setup is now live and ready to automatically add new inquiries from Pipeline CRM to ConvertKit as subscribers.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Pipeline CRM with ConvertKit using Pabbly Connect allows for a seamless flow of leads and subscriber management. This automation saves time and enhances communication with potential members, enabling you to focus on growing your business effectively.