Learn how freelancers can integrate Pabbly Subscription Billing with Google Sheets using Pabbly Subscription Billing to automate payment tracking. Step-by-step guide included. Implement professional-grade subscription billing practices that optimize cash flow while providing customers with seamless payment experiences.
Watch Step By Step Video Tutorial Below
1. Using Pabbly Subscription Billing to Accept Payments
Freelancers can effectively use Pabbly Subscription Billing to accept payments through their websites. This platform allows freelancers to set up subscription plans and manage billing easily. By integrating Pabbly Subscription Billing, freelancers can ensure secure and efficient payment processing.
To start, freelancers need to sign up for Pabbly Subscription Billing. Once signed in, they can create their subscription plans and add them to their checkout pages. This setup allows customers to make payments directly through the freelancer’s website.
2. Setting Up Pabbly Connect for Automation
To automate the process of tracking payments, freelancers can use Pabbly Connect to integrate Pabbly Subscription Billing with Google Sheets. This integration ensures that every successful payment is recorded automatically in a Google Sheet.
Follow these steps to set up Pabbly Connect:
- Log in to Pabbly Connect.
- Create a new workflow by clicking on the ‘Create Workflow’ button.
- Name your workflow based on your objective, such as ‘Track Payments from Pabbly Subscription Billing’.
Once the workflow is created, freelancers need to set a trigger event. The trigger will be set to ‘Successful Payment’ from Pabbly Subscription Billing. This allows Pabbly Connect to listen for any successful transactions automatically.
3. Connecting Pabbly Subscription Billing with Pabbly Connect
After setting the trigger, the next step involves connecting Pabbly Subscription Billing to Pabbly Connect. This connection is established using a webhook URL provided by Pabbly Connect. The webhook acts as a bridge for data transfer.
To connect the two applications, follow these steps:
- Copy the webhook URL from Pabbly Connect.
- Go to Pabbly Subscription Billing settings and navigate to ‘Webhooks’.
- Add a new webhook and paste the copied URL.
Once the webhook is added, ensure that the successful payment option is enabled. This setup will allow Pabbly Subscription Billing to send payment details to Pabbly Connect whenever a transaction is completed.
4. Tracking Payments in Google Sheets
Now that Pabbly Subscription Billing is connected to Pabbly Connect, the next step is to set up Google Sheets to receive payment data. This integration allows freelancers to keep a detailed record of all transactions. using Pabbly Connect
To track payments in Google Sheets, freelancers must set up an action event in Pabbly Connect. Here’s how:
Search for Google Sheets in the action application section. Select the action event as ‘Add New Row’. Connect your Google account to Pabbly Connect.
After connecting, select the appropriate Google Sheet where payment details will be stored. Map the fields from Pabbly Subscription Billing to the columns in Google Sheets, ensuring that customer names, emails, and payment amounts are accurately recorded.
5. Conclusion
In conclusion, using Pabbly Subscription Billing allows freelancers to accept payments securely while automating the tracking process through Google Sheets via Pabbly Connect. This integration simplifies payment management, ensuring all transaction details are recorded efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following the steps outlined in this tutorial, freelancers can set up a seamless system for managing their payments and keeping accurate records.