How to Create Subscription Plans in Baremetrics from Google Sheets Using Pabbly Connect

Learn how to automate plan creation in Baremetrics directly from Google Sheets using Pabbly Connect. A step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To create subscription plans in Baremetrics from Google Sheets, you first need to set up Pabbly Connect. This powerful automation platform allows seamless integration between various applications. Begin by signing up for a free account on Pabbly Connect, which provides free automation tasks every month.

Once you are logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to Baremetrics Plans,’ and click ‘Create’ to start building your automation.

2. Configuring Google Sheets as the Trigger Application

In this step, you will connect Google Sheets as the trigger application within Pabbly Connect. Click on the trigger module and search for Google Sheets. Select the trigger event as ‘New or Updated Row’. This ensures that any new or updated data in your Google Sheet will initiate the workflow.

• Choose the trigger event: New or Updated Row
• Copy the provided webhook URL
• Follow the instructions to set up the Google Sheets integration

After copying the webhook URL, you will need to set up the Google Sheets add-on called Pabbly Connect Webhooks. Install this add-on from the Google Workspace Marketplace, refresh your spreadsheet, and access the initial setup option from the extensions menu. Paste the webhook URL and specify the trigger column where data will be entered.

3. Testing the Google Sheets Integration

With the webhook URL configured, it’s time to test the integration. In your Google Sheets, click on the ‘Send Test’ button in the Pabbly Connect Webhooks setup. This action will send the data from the first row of your spreadsheet to Pabbly Connect for verification.

Once the test data is sent, return to your Pabbly Connect workflow to see if the data has been captured correctly. You should see the sheet ID and row index along with the details from your spreadsheet, confirming that the integration is working as intended.

4. Connecting Baremetrics as the Action Application

Next, you will need to connect Baremetrics as the action application in your Pabbly Connect workflow. Search for Baremetrics in the action module and select the action event as ‘Create Plan’. Click on connect, and then add a new connection.

• Retrieve your Baremetrics API key from the settings
• Paste the API key into the connection field in Pabbly Connect
• Map the plan details from your Google Sheets to the Baremetrics fields

Make sure to map all necessary fields, such as plan name, currency, and amount. This mapping ensures that each time a new row is added or updated in Google Sheets, a corresponding plan is created in Baremetrics automatically.

5. Finalizing and Testing Your Automation

After mapping the fields, it’s important to test the connection with Baremetrics. Click on ‘Save and Test Request’ in Pabbly Connect. This action will create a new plan in Baremetrics based on the data you mapped from Google Sheets.

Finally, check your Baremetrics dashboard to confirm that the new plan has been created successfully. Refresh the plans section, and you should see the new plan reflecting the details from your spreadsheet. This confirms that your automation is fully functional, and you can now add or update rows in Google Sheets to create plans automatically in Baremetrics.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of subscription plans in Baremetrics directly from Google Sheets. This integration streamlines your workflow, allowing for efficient management of subscription data with minimal manual effort. Start using Pabbly Connect today to enhance your automation processes.