Learn how to automate adding new Teachable enrollments to ConvertKit using Pabbly Connect with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Understanding Pabbly Connect for Teachable and ConvertKit Integration
Pabbly Connect is the automation solution that facilitates seamless integration between Teachable and ConvertKit. By using Pabbly Connect, you can automate the process of adding new enrollments from Teachable directly into your ConvertKit account as subscribers. This eliminates the need for manual data entry, saving you time and effort.
To get started, access Pabbly Connect by navigating to Pabbly.com/connect. If you don’t have an account, you can create one for free in just a few minutes. Once logged in, you can create a new workflow to automate your Teachable to ConvertKit integration.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, the first step is to create a workflow that connects your Teachable and ConvertKit accounts. Begin by clicking on ‘Create Workflow’ and naming it something descriptive, like ‘Teachable to ConvertKit’. This will help you easily identify the automation later. using Pabbly Connect
Next, you will see two main sections: the trigger and action windows. The trigger window is where you specify the event that starts the automation, while the action window is where you define what happens as a result. For this integration, you will set Teachable as the trigger app and ConvertKit as the action app.
3. Setting Up the Trigger for New Teachable Enrollments
To capture new enrollments from Teachable, select Teachable in the trigger window and choose the event ‘New Enrollment’. After this, Pabbly Connect will provide you with a webhook URL. You will use this URL to connect Teachable with Pabbly Connect. using Pabbly Connect
Copy the webhook URL and navigate to your Teachable account. Go to the ‘Settings’ section, then select ‘Webhooks’. Here, you can add a new webhook by pasting the copied URL. Make sure to enable the webhook payload setting to send data as a JSON array and select the event type as ‘New Enrollment’. Finally, save the settings to establish the connection.
4. Setting Up the Action to Add Subscribers in ConvertKit
After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. In the action window, search for ConvertKit and select the action event ‘Add Subscriber to a Form’. You will need to connect your ConvertKit account by entering the API key and secret. This information can be found in the settings of your ConvertKit account under the ‘Advanced’ section. using Pabbly Connect
Once connected, select the form where you want to add subscribers. You can choose an existing form or create a new one in ConvertKit. After selecting the form, you will map the data received from Teachable, such as the student’s name and email address, to the corresponding fields in ConvertKit. Ensure that the first name and last name are separated correctly using Pabbly Connect’s text formatter.
5. Testing Your Automation in Pabbly Connect
To ensure everything is functioning as expected, it’s essential to test your automation. Enroll a test student in your Teachable course and check if their details are automatically added to your ConvertKit subscriber list. If set up correctly, you should see the new subscriber appear in your ConvertKit account shortly after enrollment. using Pabbly Connect
After testing, review the workflow in Pabbly Connect to confirm that the data flow is correct, and make any necessary adjustments. This automation will now work seamlessly, adding every new student enrollment in Teachable to your ConvertKit account automatically, streamlining your process.
Conclusion
By utilizing Pabbly Connect, you can automate the integration between Teachable and ConvertKit, ensuring that new enrollments are added as subscribers without manual effort. This setup enhances your workflow efficiency and allows you to focus more on your teaching and less on administrative tasks.
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