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

Learn how to integrate Xander with Flowdesk using Pabbly Connect to automate lead management effectively. Follow our detailed tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Xander with Flowdesk, you need to access Pabbly Connect. This powerful automation platform enables seamless connections between different applications.

First, sign up for a free account on Pabbly Connect. After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to get started.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that will initiate the workflow in Pabbly Connect. The trigger is set to activate when a new lead is generated in Xander.

• Select ‘Xander’ as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Click on the connect button and add a new connection.

Once you click on the connect button, enter the API key and your school name from Xander. This connection allows Pabbly Connect to fetch the latest lead data whenever a new lead is created.

3. Fetching Lead Data from Xander

After setting up the trigger, you need to fetch the lead data using Pabbly Connect. This step ensures that the workflow has the necessary information to proceed.

Click on the ‘Save and Send Test Request’ button to retrieve the most recent lead data. You will see the details of the lead, such as first name, last name, and email address, displayed in the response.

This data is crucial as it will be used to create a new subscriber in Flowdesk. With Pabbly Connect, the integration process is smooth, allowing real-time updates without manual intervention.

4. Creating a Subscriber in Flowdesk

Now that we have the lead data, we can use Pabbly Connect to create a new subscriber in Flowdesk. This action will automatically add the lead to your email list.

• Select ‘Flowdesk’ as the action application.
• Choose the action event as ‘Create/Update Subscriber’.
• Connect to your Flowdesk account by logging in and granting access.

Once connected, map the lead data fields from the trigger step to the corresponding fields in Flowdesk. This mapping ensures that when a new lead is generated, their details are automatically added as a subscriber in Flowdesk through Pabbly Connect.

5. Testing the Integration

After setting up the action, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to confirm that the subscriber has been successfully created in Flowdesk.

Check your Flowdesk account to see if the new lead appears in the subscribers list. If everything is set up correctly, you should see the lead’s details reflecting in Flowdesk.

This testing phase is crucial to ensure that the automation works seamlessly. Once confirmed, you can rest assured that Pabbly Connect will handle future leads automatically without any further manual input.

Conclusion

Integrating Xander with Flowdesk using Pabbly Connect allows for efficient lead management and automation. With just a few steps, you can automate the process of adding new leads as subscribers, saving time and enhancing your email marketing efforts.