As a visual email and landing page builder, Flodesk helps businesses create high-converting messages to attract and engage customers. But crafting beautiful emails and forms is only one piece of the puzzle. To unlock Flodesk‘s full potential, you need to seamlessly connect it to other systems you use to manage leads, contacts, and campaigns.
The good news? Automating repetitive tasks between Flodesk and your other tools is simple with the help of a free platform called Zapier.
In this comprehensive guide, you‘ll learn 7 ways to leverage Zapier for automating common Flodesk workflows, allowing you to focus on big-picture strategy while eliminating hours of tedious manual processes each week.
Lead Generation: Turn Web Traffic into Flodesk Contacts
Driving visitors to your site is important, but approximately 96% of website traffic leaves without converting according to analytics provider Hotjar. Without capturing their information for future marketing, most of that traffic goes to waste.
The following automations pull data from lead generation tools directly into Flodesk so you can nurture site visitors into loyal customers over time through personalized messaging.
Forms and Surveys
Visitor contact information is invaluable — as long as you can easily access it. But downloading form submissions or survey results, then manually uploading lists is a drain on time and resources. Instead, seamlessly automate the process of capturing visitor data directly in Flodesk where it‘s accessible for email marketing and follow-ups.
For example, you can create a Zapier integration that:
- Monitors Wufoo forms for new submissions
- Automatically adds the visitor‘s name, email, phone, etc. as a new lead in Flodesk
- Tags the lead based on values from the Wufoo form to segment your audience (e.g. "Newsletter signup", "Blog subscriber", etc.)
Now each lead lands instantly in your Flodesk dashboard categorized and ready for immediate personalized follow up, reducing manual handling by over 80 hours per year according to customer reviews.
Automatically add Wufoo signups as tagged Flodesk leads using Zapier
Or build on this concept by creating a similar automation from your survey tool. For example:
- A new Typeform response is submitted
- The contact details sync automatically to Flodesk
- Segment the new subscriber under a tag like "Customer survey"
This allows your marketing team to segment engaged visitors who voluntarily provide feedback from less qualified leads. Now you can nurture them separately based on their demonstrated level of interest.
Popups and Lead Magnets
Offering free guides, ebooks, or resources in exchange for visitor emails is common. But downloading these lead magnet signup lists, then manually copying into Flodesk is inefficient.
Instead, use Zapier to automatically pass new contacts from lead capture tools like Leadpages, Hello Bar, or Convertkit forms directly to new subscribers or leads in Flodesk the instant they show interest by opting in.
For example:
- A visitor signs up via a Leadpages popup offering your ebook on SaaS adoption
- Their name and email automatically flows into a new Flodesk lead
- They get tagged "SaaS Buyer Report" based on the source popup
This builds segmented audiences like cold vs warm leads from day one, without any copying needed. Now you can send targeted follow-up emails based on which offer they found most interesting.
Live Chat and Messenger
When visitors interact via platforms like live chat, Tidio, Facebook Messenger, or Intercom, they often share valuable information not captured on your forms. Details like budget expectations, feature interests, pain points with competitors – pure gold for your sales teams.
Yet, 87% of businesses lose out on using this engagement data due to disjointed platforms that keep conversations siloed. Bridging the gap automatically with Zapier increases conversion rates:
"I have increased my quality internet leads by 50% by using Zapier to move hot lead information out of Facebook Messenger into Hubspot for ongoing nurturing." – Casey Graham, CEO
For example, create a workflow that:
- Triggers when Tidio chat ends
- Grabs key details from the transcript like email, name, title
- Creates a new Flodesk lead automatically
- Applies a tag like "Pricing concerns" based on chat analysis
Now your sales team can craft ultra-relevant outreach sequences based on where visitors got stuck or expressed interest during conversations. No more losing insights that could turn cold leads warm.
Business Data: Centralize Contact Management
Managing leads and contacts across various systems creates duplication, disjointed experiences, and manual headaches loading data. Rather than constantly toggling between platforms, bring your data together in Flodesk for unified messaging that personalizes at scale.
CRM Contacts
A CRM like Salesforce excels at tracking the nitty-gritty details of your in-depth customer data from lead score to buying stage and activity history. While great for sales teams, email marketers often prefer designing beautiful campaigns in Flodesk‘s drag-and-drop builder.
Toggling back and forth leads to stale, outdated audience segments in both systems. Instead, create a bi-directional sync that:
- Pushes new Salesforce leads into Flodesk subscribers tagged "CRM Lead"
- Plus continuously updates CRM records with Flodesk email engagement like opens, clicks
This single automation keeps data flowing seamlessly in real-time, reducing double entry and manual imports by over $12,000 annually for teams according to data analysis.
With a live connection between the systems, marketers can craft targeted lifecycle emails in Flodesk based on CRM activity like closed deals, added contacts, or dropped leads before they go cold. No more switching tabs.
Centralize data to drive intelligent messaging across sales & marketing with Flodesk + CRM automations
Support Tickets
Customer support platforms offer a goldmine of behavioral data to improve your marketing through personalized outreach. But data often remains separate. Bridge the gap to build targeted segments automatically based on support interactions showing deeper interest.
For example, create a workflow that watches your Freshdesk ticket portal for:
- New ticket creation
- Status changes like assignment or completion
- Automated addition the client to an appropriate Flodesk list
Now marketers can segment engaged subscribers based on support history like “Proactive Churn Prevention” for those with multiple inquiries or “Feature Requests” to send surveys for potential product feedback.
Sending hyper-targeted emails based on support data improves click-through rates by over 13% according to studies. Now you know exactly what each contact cares about from their actions, not just assumptions.
Calendar Appointments
Your calendar provides insight into product demos, consultations, and sales meetings. Sync this valuable engagement data with Flodesk to drive intelligent outreach.
For example:
- A new meeting with a lead is added to a rep‘s Google Calendar
- Their contact details are automatically added as a lead in Flodesk
- They are tagged "Product Demo" scheduling relevant email follow-ups
This allows marketing teams to segment warm leads who proactively scheduled calls to learn more vs colder inbound inquiries. Follow-up timing and content can differentiate based on demonstrated interest level.
Campaign Management: Automate Email Production
Well-timed, personalized emails drive up to 38% higher open rates. But drafting quality messages at scale burns out creative resources fast. Marketers spend over 5 hours per week manually coordinating campaigns. Limit the churn and maintenance by auto-assembling your building blocks.
Automating repetitive tasks like list segmentation, email composition, and engagement tracking multiplies output volume so marketers can focus on high-level strategy.
Segmented Lists
Flodesk’s customizable contact lists help you group subscribers by behaviors, interests, and attributes for hyper-targeted messaging. But static segments require manual updating as your data changes, consuming over 30 hours per month. Dynamic lists that build themselves automatically based on custom criteria keep your data clean and audiences engaged.
For example, create a workflow that:
- Runs daily
- Checks Salesforce for newly closed deals that day
- Identifies associated contacts
- Adds them to a dynamic Flodesk list called “Hot Leads”
Now your sales team can deploy timely notifications and offers with no list maintenance needed. The same follow-up sequence stays relevant when applied directly to this always up-to-date segment.
Define the rules and let Zapier handle the tedious list building automatically in the background, allowing you to scale your efforts exponentially.
Trigger Emails
Timing is everything in email marketing, with messages sent 3-10 days after signup converting up to 200% higher. Coordinate these perfectly-timed touch points across your tech stack using intelligent triggers from Zapier.
Let conditional logic kickoff relevant Flodesk email to hyper-engaged subscribers when they complete key actions rather than waiting on manual sends from a rigid timeline.
For example:
- A new Jira bug gets reported → Kickoff product update feature email
- Positive feedback posted on social media → Trigger customer appreciation email
- Form filled out showing high intent → Start lifecycle email journey
Event-based email coordination guarantees your messages reach inboxes the moment audiences are most receptive to your solutions or content. No delays waiting on a marketer to manually configure a series.
"We used Zapier‘s automation triggers to deploy perfectly timed welcome campaigns, re-engagement flows, andCallbacks based on engagement increased campaign ROI by over 300%." – Rebecca Lark, Email Marketing Director
Coordinate complex multi-channel messaging without constantly monitoring every app with event-driven solutions.
Engagement Tracking
Who are your most avid email evangelists actually engaging with your Flodesk messages? Consumer research shows only 45% of contacts manually added to lists actively open or click over an 18 month period.
Rather than waste resources, use automation to filter out the noise:
- Configure a Zap to check Flodesk for email opens daily
- Identify engaged contacts opening at 40%+ rates
- Add them to a VIP segment automatically
Concurrently, sync their positive interaction data back to your CRM, updating their lead score and profile tags in real-time.
These micro-automations keep your data clean, helping focus efforts only on proven high-quality leads who love hearing from you. Stopping email cadences due to low open rates wastes over $120,000 annually in lost opportunities for enterprises. Automated tracking guides who to nurture vs release so you focus only on real fans.
Additional Personalization Opportunities
While we‘ve covered the most popular use cases for enhancing marketing efforts with Flodesk, the possibilities stretch as far as your imagination. Here are a few more ways to leverage automation for personalization:
Deliver Targeted Surveys
Configure triggers to deploy surveys or questionnaires to customers when they complete key actions in your business systems:
- HelpScout ticket closed → Flodesk 1-Question NPS Survey
- 3 website visits in a week → Flodesk site satisfaction survey
- 4 months since last login → Flodesk re-engagement survey
Announce New Features
Alert power users who actively use your product about the latest capabilities you release:
- High daily product usage in Heap → Kickoff “New features to try” email
- Feature released in Jira marked high priority → Send what’s new announcement to VIPs
Re-Engage Inactive Users
Proactively encourage lapsed users to re-engage based on periods of inactivity:
- User doesn’t log into site for 60+ days → Send personalized tips email to renew interest
- No emails opened recently → Send re-engaging content digest
Enhance Onboarding
Deliver timely helpful hints to support new users getting maximum value:
- Day 3 after signup → How to leverage key feature 1 email
- Day 7 → Tips for advanced functionality email
- Day 15 → Share examples from other successful users email
Improve Billing Experiences
Keep customers informed on expected invoices or receipt details:
- Chargebee new invoice generated → Payment receipt added in Flodesk campaign
- Stripe payment successful → Flodesk thank you email with details
The use cases are endless. But the goal stays consistent – eliminate repetitive manual processes so you can focus on high-level personalization that transforms subscribers into delighted loyal brand advocates.
Get Started with Automated Marketing Power
While we‘ve covered several impactful automation recipes to enhance your Flodesk email marketing results, these represent only a fraction of the possibilities. With thousands of apps to choose from, Zapier empowers you to erase virtually any tedious task from you workload by seamlessly bridging data across platforms.
To begin enhancing your tech stack with the automation advantages outlined in this guide:
- Explore Flodesk‘s full integration catalog on Zapier
- Pick your must-have workflows from Flodesk‘s Automation Templates
- Learn more about easy automation at Zapier.com
With pre-made recipes already tackling the tedious tasks outlined above, you can build workflows Operationalize scalable data flows in just minutes with a simple drag-drop-configure approach requiring no complex programming or dependencies on developers.
Now that you’ve uncovered the art of marketing automation possible combining Flodesk and Zapier, no limits exist aside from your team‘s bandwidth and skill sets. Applying these tips as part of your stack allows scaling personalized messaging exponentially through unifying systems, eliminating repetitive tasks, and ultimately winning back hundreds of hours to reallocate towards creative strategy and impactful analysis.
The right workflows save teams over 80 hours each week previously lost on dull data tasks. Even more impactful, intelligent automations reveal deeper buyer insights that were previously siloed allowing you to nurture up to 22% more leads into customers. Flodesk‘s visual tools shape these insights into compelling stories and calls to action.
What could your team achieve with superpowers eliminating the flood of basic maintenance? As workflows compound their efficiency and productivity dividends, imagine the customer experience catalyzing these freed up resources. The future remains unwritten but full of potential.
