Streamline Email Segmentation with Pabbly Connect: A Step-by-Step Guide

Learn how to automate email segmentation using Pabbly Connect with P Form Builder, Google Sheets, and Flowdesk. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Segmentation

To start the integration, access Pabbly Connect by visiting the official website. If you do not have an account, click on the ‘Sign up for free’ button to create one. This process is quick, taking only about two minutes, and allows you to get started with up to 100 tasks free each month.

Once logged in, navigate to the dashboard. Here, you will create a new workflow specifically for email segmentation. Click on the ‘Create Workflow’ button and name your workflow something descriptive like ‘Email Segmentation with Pabbly Connect’. Select the appropriate folder for your workflow, then proceed to set up the trigger and action steps.

2. Trigger Setup with P Form Builder

The first step in your workflow is to set up the trigger using Pabbly Connect. In this case, the trigger application is P Form Builder. Select it as your trigger application and choose the event ‘New Form Submission’. This event will initiate the workflow whenever a new form submission occurs.

• Search for P Form Builder in the trigger application list.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL, as it will connect P Form Builder to Pabbly Connect.

Next, go to your P Form Builder account and navigate to the integration settings. Paste the copied webhook URL into the designated field and save the settings. This establishes a connection between your form submissions and Pabbly Connect.

3. Action Setup with Google Sheets

After setting up the trigger, the next step is to configure the action to add form submission details to Google Sheets using Pabbly Connect. Search for Google Sheets in the action application list and select it.

• Choose the action event ‘Add New Row’ to store the data.
• Connect your Google Sheets account by clicking on ‘Add New Connection’ and sign in.
• Select the specific spreadsheet where you want to add the new data.

Once connected, map the form fields from P Form Builder to the corresponding columns in Google Sheets. This mapping ensures that each submission is accurately recorded in the spreadsheet.

4. Filtering and Segmenting with Flowdesk

The next step in the workflow is to filter the submissions based on user interest in promotional emails before sending them to Flowdesk. This is where Pabbly Connect shines by allowing you to set up conditions easily.

First, add a new action step and select the ‘Filter by Pabbly Connect’ option. Set the condition to check if the user is interested in promotional emails. If the response is ‘Yes’, the workflow will proceed to the next action, creating a subscriber in Flowdesk.

Select the label from the P Form Builder response that indicates interest in promotions. Set the filter type to ‘Equal To’ and value to ‘Yes’.

This filtering step ensures that only interested leads are added to your Flowdesk subscriber list, enhancing the relevance of your email campaigns.

5. Creating Subscribers in Flowdesk

Once the filter is set, the final action is to create a new subscriber in Flowdesk using Pabbly Connect. Select Flowdesk as your action application and choose the event ‘Create/Update Subscriber’.

Connect your Flowdesk account and map the necessary fields such as email, first name, and last name from the P Form Builder submission. This process allows you to automatically add the new lead as a subscriber in your Flowdesk account.

Map the email address from the P Form Builder response to the Flowdesk email field. Select the option to send an opt-in confirmation email if desired.

After setting up the subscriber creation, you can also segment them based on their business size using a lookup table in Pabbly Connect. This ensures that subscribers receive tailored content based on their specific needs.

Conclusion

In conclusion, using Pabbly Connect for email segmentation simplifies the process of managing leads from P Form Builder to Google Sheets and Flowdesk. By automating these steps, you ensure more targeted and effective email marketing campaigns.