Learn how to seamlessly integrate Flowlu and VBOUT using Pabbly Connect to automate adding subscribers when leads are converted to sales. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To begin the integration process using Pabbly Connect, navigate to the Pabbly website and select the Pabbly Connect option. If you are a new user, you can sign up for free by clicking on the ‘Sign Up for Free’ button. Existing users can simply sign in.
Once logged in, click on the plus sign to create a new workflow. Name your workflow, for instance, ‘Flowlu to VBOUT’. This naming will help you identify the integration easily. After naming, click on the ‘Create’ button to proceed.
2. Configuring the Trigger in Pabbly Connect
Next, you need to set up the trigger in Pabbly Connect. Open the trigger window and select Flowlu as the application. For the trigger event, choose ‘Configure Webhook’. A webhook URL will be generated, which you will need to copy for the subsequent steps.
- Navigate to your Flowlu account.
- Go to System Settings and find the Webhooks tab.
- Click on ‘Create Webhook’ and paste the copied URL in the Notify URL field.
After setting the webhook in Flowlu, return to Pabbly Connect and wait for the webhook response to confirm the integration. This step ensures that whenever a lead is converted to a sale, the data is captured by Pabbly Connect.
3. Setting Up the Action to Add Subscriber in VBOUT
Now, let’s configure the action in Pabbly Connect. Click on the plus sign to add an action step. Select VBOUT as the application and choose the action event ‘Add Contact to List’. You will be prompted to connect your VBOUT account.
To connect, you need the API user key from your VBOUT account. Navigate to the settings tab in VBOUT, find API Integrations, and copy your unique API user key. Paste this key into Pabbly Connect to establish the connection.
- Select the list to which the subscriber will be added.
- Map the email address and other customer details captured from Flowlu.
- Ensure the status is set to active.
Once all details are mapped correctly, click on ‘Save and Send Test Request’. This action will verify if the subscriber is added successfully to your VBOUT account.
4. Testing the Integration Workflow
After setting up the action, it’s crucial to test the integration workflow in Pabbly Connect. Move an opportunity in Flowlu from Prospect to Sale to trigger the webhook. Check the responses received in Pabbly Connect to ensure that all details are captured correctly.
If the previous stage ID is 5 (Prospect) and the current stage ID is 6 (Sale), the integration will proceed to add the subscriber in VBOUT. Confirm that the response indicates success and that the subscriber is added to the designated list in VBOUT.
Verify that the subscriber appears in your VBOUT contact list. Check for any errors in the Pabbly Connect dashboard. Ensure that all mapped fields are correct and complete.
Once confirmed, your integration is working perfectly, and subscribers will automatically be added whenever a lead is converted to a sale.
5. Conclusion: Automate Your Workflow with Pabbly Connect
In this tutorial, we’ve successfully demonstrated how to use Pabbly Connect to integrate Flowlu and VBOUT. By following the detailed steps, you can automate the process of adding subscribers to your email sequence whenever a lead is converted to a sale.
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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Utilizing Pabbly Connect not only simplifies this integration but also enhances your overall workflow efficiency. Start automating your business processes today with Pabbly Connect!