Integrating Typeform with Flowdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Typeform with Flowdesk using Pabbly Connect in this detailed tutorial. Automate your subscriber management effortlessly! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Typeform with Flowdesk, first access Pabbly Connect. You can reach the dashboard by signing in or creating an account if you are a new user. The registration process is quick and grants you 100 free tasks to start with.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button on the right side. A dialog box will appear prompting you to name your workflow. Here, name it ‘Create Flowdesk Subscriber from Typeform Submission’ and click on Create to proceed.

2. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as your trigger application in Pabbly Connect. The trigger event will be a new entry in Typeform. Select Typeform from the list of applications and choose the trigger event as ‘New Entry’.

• Select ‘Add New Connection’ to connect Typeform with Pabbly Connect.
• Authorize the connection by accepting the permissions requested.
• Choose the form you want to integrate; ensure it is already created in your Typeform account.

After setting up the connection, click on ‘Save and Send Test Request’ to capture a test submission. You will need to fill in the form to generate a test lead, which will be used in the next steps.

3. Creating a Subscriber in Flowdesk

Now that we have the test data from Typeform, the next step is to create a subscriber in Flowdesk using Pabbly Connect. Select Flowdesk as the action application and choose the action event as ‘Create or Update Subscriber’.

Connect to your Flowdesk account by selecting ‘Add New Connection’. Authorize it by confirming your credentials. Once connected, you will need to map the fields from the Typeform submission to the Flowdesk subscriber fields.

• Map the email address from the Typeform submission.
• Include first name, last name, mobile number, and company name in the respective fields.
• Choose whether to send opt-in confirmation emails to subscribers.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This will create a new subscriber in Flowdesk, which you can verify in your Flowdesk account.

4. Adding the Subscriber to a Segment in Flowdesk

Once the subscriber is created, the next task is to add them to a specific segment within Flowdesk using Pabbly Connect. Again, select Flowdesk as the action application, but this time choose the action event as ‘Add Existing Subscriber to a Segment’.

Connect to your Flowdesk account if prompted, and then map the subscriber’s email to the segment. You will need to select the segment you created earlier, such as ‘Typeform Leads’.

Choose the email address from the previous response. Select the segment in which you want to add the subscriber. Click ‘Save and Send Test Request’ to complete this step.

After completing this step, check your Flowdesk account to confirm that the subscriber has been successfully added to the specified segment.

5. Conclusion

In this tutorial, we successfully integrated Typeform with Flowdesk using Pabbly Connect. This process allows you to automate subscriber management efficiently. By following the outlined steps, you can ensure that every new Typeform submission creates a subscriber in Flowdesk and adds them to the relevant segment.

Using Pabbly Connect simplifies the integration process, allowing for seamless data flow between applications. This automation not only saves time but also enhances your marketing efforts by ensuring timely communication with your leads.