How to connect Flodesk and Zapier

Zapier is a tool that lets you connect Flodesk to the other apps you use, so that data moves between them automatically. Through Zapier, you can connect Flodesk to more than 1,500 apps without any coding required.

A few examples of what you can do: automatically add new Facebook leads to a Flodesk segment, create a subscriber when someone fills out a form in another tool, or trigger a Flodesk workflow based on activity in your e-commerce store.

Flodesk also offers integrations via Pabbly Connect and the Flodesk API if Zapier isn't the right fit for your setup.
​

Before creating your first zap, here are a few terms worth understanding:

Zap An automated workflow that connects two or more apps. Each zap has a trigger and at least one action. When the trigger event happens, the action runs automatically.

Trigger The event that starts a zap. For example: a new lead is created in Facebook, or a new order is placed in your store.

Action What happens after the trigger fires. For example: a new subscriber is created in Flodesk, or a contact is added to a segment.

Sample data When you set up a trigger, Zapier pulls in sample data from the trigger app so you can test the zap before turning it on. For example, if your trigger is a new row in a Google Sheet, Zapier will pull in an existing row to use as test data.

Syncing interval How often Zapier checks for new data. On free and Starter plans, zaps check every 15 minutes. On Professional plans and higher, they check every 2 minutes.

Multi-step zap A zap with more than one action, or one that includes filters or searches. Multi-step zaps require a paid Zapier plan.

Flodesk has curated a collection of popular zaps to make it easy to get started. To access them, go to My Account > Integrations and scroll down to the Favorites from Zapier section.

From there, click Explore to browse options or select one of the featured zaps. If you don't have a Zapier account yet, you'll be prompted to create one.

This example walks through connecting Facebook Lead Ads to Flodesk, so that new Facebook leads are automatically added to a Flodesk segment as subscribers. The same steps apply to any other app you want to connect.

Log in to Zapier and click Make a Zap. Select the two apps you want to connect. For this example, choose Facebook Lead Ads and Flodesk.

Log in to Facebook Lead Ads when prompted and select the Facebook page your leads will come from. Click Continue and follow the prompts to test the trigger and confirm the right data is being pulled in.

Select Flodesk as the second app and choose Create/Update Subscriber as the action. This is almost always the right first action in Flodesk: subscribers need to exist in Flodesk before they can be added to segments or workflows.

Choose the segment where new subscribers should be added, then map the data fields you want to bring over from Facebook. At minimum, map the email address. You can also map additional fields like first name and last name if your form collects them.

For an added layer of consent, turn on double opt-in so that only subscribers who confirm they want to join your list will be added to Flodesk.

The double opt-in may be turned off as a default setting (set to "False"). To turn it ON, set it to "True".

Run the test to make sure everything is working correctly. Review the test results to confirm the subscriber data is mapping to the right fields in Flodesk.

Once the test passes, turn the zap on. From this point, the action will run automatically every time the trigger event occurs.

If your zap isn't working as expected, here are a few places to start:

1. Check out the most common issues and how to troubleshoot them in this guide.

2. Contact Zapier support directly for integration-specific help

3. Find a Zapier expert in their directory if you'd prefer hands-on help with setup

• Contact Zapier support

• Zapier troubleshooting guide

• Zapier & Flodesk setup—a video walkthrough by Penguin Design

What is Zapier and how does it work with Flodesk?
Zapier is a tool that connects apps so data moves between them automatically. With Zapier, you can connect Flodesk to more than 1,500 other apps. For example, you can automatically add new leads from Facebook, form submissions, or purchases to your Flodesk audience without any manual work.

Do I need a Zapier account to connect it to Flodesk?
Yes. You'll need a Zapier account to create zaps. If you don't have one yet, you can create a free account when you click Explore in the Favorites from Zapier section of your Flodesk integrations page.

Where do I find Zapier in my Flodesk account?
Go to My Account > Integrations and scroll down to the Favorites from Zapier section. You'll find a curated list of popular zaps to get started with, plus an Explore button to browse more options.

What is a zap?
A zap is an automated workflow in Zapier. It has a trigger (the event that starts it) and one or more actions (what happens as a result). Once a zap is turned on, it runs automatically every time the trigger event occurs.

What Flodesk action should I use when setting up a zap?
In almost all cases, your first Flodesk action should be Create/Update Subscriber. Subscribers need to exist in Flodesk before they can be added to segments or workflows, so this step should always come first.

Can I enable double opt-in when connecting apps to Flodesk via Zapier?
Yes. When setting up the Flodesk action step in Zapier, you can turn on double opt-in so that only subscribers who confirm they want to join your list will be added. This adds a helpful layer of consent to your automation.

What is a multi-step zap and do I need one?
A multi-step zap has more than one action, or includes filters or searches. For example, adding a subscriber to Flodesk and then filtering them into different segments based on their data would require a multi-step zap. Multi-step zaps require a paid Zapier plan.

How often does Zapier sync data with Flodesk?
On free and Starter Zapier plans, zaps check for new data every 15 minutes. On Professional plans and higher, they check every 2 minutes.

My zap isn't working. What should I do?
Start by reviewing Zapier's troubleshooting guide for common issues. You can also contact Zapier support directly, or find a Zapier expert in their directory if you'd prefer someone to help with the setup.

Does Flodesk have other integration options besides Zapier?
Yes. Flodesk also integrates via Pabbly Connect and the Flodesk API. If Zapier isn't the right fit for your setup, either of those may be a good alternative.

​