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6 ways to automate ConvertKit with Zapier

By Nicole Replogle · August 11, 2023
The ConvertKit app logo connected to other app logos on a light purple background.

It's no wonder that most brands still rely on email marketing to find and retain customers— it's estimated email marketing will reach nearly 11 billion in revenue by the end of this year. 

But just because email marketing has such great potential doesn't mean you can just send random, mass emails to your audience and expect success. According to HubSpot research, the most effective email marketing campaign strategies involve subscriber segmentation, email automation campaigns, and message personalization.  

ConvertKit is a popular creator marketing platform with all the features you need to generate a sophisticated email marketing strategy. But it can still be time-consuming to ensure your customers and leads are in the right segments and personalize campaigns for maximum impact.

Fortunately, automation simplifies the subscriber generation and organization process—ensuring your emails are always sent to the right person at exactly the right time.

Below, we've gathered Zapier's six most popular automated workflows—called Zaps—that businesses like yours use to get the most out of ConvertKit. 

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add leads to ConvertKit from forms

Whenever a new lead expresses interest, it's important to act fast. After all, everyone who reaches out to you is a new messaging opportunity. 

But if your process relies on manually copying and pasting new form submissions into your email marketing software, you can bet a few leads will fall through the cracks.

These Zaps help you optimize your subscriber list growth by adding each new Typeform, Squarespace, or Jotform respondent to your ConvertKit database. Choose whether to add new subscribers to ConvertKit forms, add a specific tag to that subscriber, or add them to a specified sequence. 

Add subscribers to forms in ConvertKit for new Typeform entries

Add subscribers to forms in ConvertKit for new Typeform entries
  • Typeform logo
  • ConvertKit logo
Typeform + ConvertKit

Update ConvertKit based on meetings and events

ConvertKit's tags and segments are great ways to organize your email list based on your preferences. You might categorize subscribers based on their stage in your sales funnel, for instance. 

Once a lead has booked a meeting with you, it's important to update their information in your email list to reflect their new place in the sales funnel. But there's an easier way to keep your notes up to date than relying on manual data entry.

With these Zaps, whenever someone schedules a new appointment with you using Calendly or Acuity Scheduling, a tag will be added automatically to their ConvertKit subscriber profile. That way, you can keep tabs on the leads you've personally spoken to—without needing to make notes yourself. 

Connect ConvertKit to your eCommerce tool

If you sell products, it's important to integrate your eCommerce tools with your communication software to maintain customer relationships. When a lead turns into a customer, you'll probably want to add them to a specific audience segment to encourage repeat purchases. 

But follow-up outreach is so much easier—and faster—when you don't rely on manual updates between platforms. These Zaps add tags to your ConvertKit subscribers whenever they purchase a product in Kajabi or ThriveCart. Your email list will stay organized no matter how many sales come through. 

Add leads to ConvertKit

The best way to build your business is to collect (and reach out to) as many leads as possible. You might find leads in several places, including social media and organic website visitors. 

When it comes to following up on interest, time is precious—especially when the lead comes from social media, where new distractions appear constantly. But without consolidating the names and emails of potential customers into one place, marketing outreach can quickly become an overwhelming task. And manually copying and pasting information from your various lead sources into ConvertKit can lead to mistakes—and lost leads. 

Instead, automate your lead consolidation. Use one of these Zaps to pull names and emails from Facebook Lead Ads or ClickFunnels into your ConvertKit subscriber list. From there, you'll be able to follow up on interest right away, capitalizing on new customer opportunities.

Send custom emails

Zapier workflows can do more than automate adding new subscribers or tags to ConvertKit. You can also set up a Zap that sends emails from a template whenever you get a new or updated ConvertKit subscriber. While ConvertKit has its own automations enabling you to send emails from directly within the platform, you may want the option to create your own custom Zap for this action. 

For instance, you might want to set up automated workflows to notify yourself of new additions to your email list. Or you may want to get an email whenever a specific tag is added to a ConvertKit subscriber.

Connect ConvertKit to your spreadsheet or database app

If you use a spreadsheet or database to store and organize customer information, you know how essential it is to keep it up to date. But there's nothing quite as soul-killing as having to do dual data entry in two separate apps.

If you have all your customer data saved in Google Sheets, automation saves you time copying and pasting it into ConvertKit. These Zaps automatically add tags to subscribers or add subscribers to forms anytime a new spreadsheet row is added or updated in Google Sheets. That way, when you enter a new contact into your database, you can be confident that data is forwarded to your marketing tool for proper segmentation and targeted outreach.

Conversely, you can also update your spreadsheet whenever a new subscriber or tag is added in ConvertKit. These Zaps take care of the mundane data entry so you can focus on engaging with your subscribers.

Nurture your audience better by automating ConvertKit 

Email marketing is an essential element of any business—but it can be endlessly time-consuming to update your CRM manually. 

Let automation handle the busy work by pulling in subscriber information from forms, events, purchases, and social media ad campaigns. You can also use Zapier to organize your back-end records by sending you custom emails or updating a spreadsheet with notable changes to your ConvertKit subscriber list.

By automating tedious data entry, you save yourself time for the kinds of work that can't be done by a robot—like generating creative email campaigns and building relationships with your customers.

This is just the start of what you can do with ConvertKit and Zapier. What will you automate first? 

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'