You can connect Playbook’s CRM (Audience tab) directly to Flodesk using Zapier. This integration allows you to automatically add new subscribers, deliver freebies, and trigger automated workflows in Flodesk whenever a user joins your audience on Playbook.
Connecting these systems ensures your email marketing stays up to date — no manual exports, no extra uploads, and full automation between your Playbook and Flodesk accounts.
Why Connect Playbook to Flodesk
Integrating your Playbook Audience with Flodesk makes it simple to automate your communication and marketing sequences. Once connected, you can:
Automatically add new Playbook users or leads to your Flodesk segments.
Trigger Flodesk workflows such as welcome sequences, freebie delivery, or nurture campaigns.
Keep your Flodesk email list continuously updated without manual syncing.
This setup saves time and ensures every new lead from your Playbook content enters your email marketing funnel right away.
Step 1: Locate the Webhooks Section in the CRM (Audience) Tab
Before creating your Zapier connection, you’ll need to locate your webhook inside the Playbook dashboard.
To find it:
Go to your Creator Dashboard.
Open the CRM (Audience) tab.
Find the section labeled Email Marketing Webhooks.
Click + Add Webhook.
Copy your Webhook URL — this is the connection point Zapier will use to send data to Flodesk.
Keep this URL handy for the next step.
Step 2: Set Up a Zap in Zapier
Zapier acts as the bridge between Playbook and Flodesk. You’ll create a simple automation (called a “Zap”) that tells Zapier to send new subscriber data from Playbook to Flodesk whenever a new lead appears.
To set it up:
Log into Zapier.
Click + Create Zap.
Choose Webhooks by Zapier as the Trigger app.
Select Catch Hook as the trigger event.
Paste your Webhook URL from Playbook into the Zapier field.
Test the trigger to make sure Zapier successfully captures sample data from your Playbook CRM.
Once Zapier confirms the webhook works, move on to the Flodesk setup.
Step 3: Connect Flodesk as the Action
After your trigger is active, Zapier will send the new contact information to Flodesk each time someone joins your audience or fills out a form.
To complete the connection:
Add Flodesk as the Action App in your Zap.
Select Create or Update Subscriber as the action event.
Connect your Flodesk account when prompted.
Map your Playbook contact fields (such as Name and Email) to the corresponding Flodesk fields.
Choose which Flodesk Segment the subscriber should join (for example, “Freebie Leads,” “Waitlist,” or “Newsletter”).
Click Test Action to confirm the data is successfully sent.
Turn your Zap on to activate automation.
Once your Zap is live, every new Playbook contact will automatically flow into your selected Flodesk segment.
Step 4: Create Automations in Flodesk
After connecting Playbook and Flodesk, you can now set up automated email workflows to welcome, nurture, or convert these new subscribers.
To create a workflow in Flodesk:
Go to the Workflows tab.
Click + New Workflow.
Choose a trigger such as “Subscriber added to segment.”
Select the same segment you connected in Zapier.
Add your email sequence, such as:
A Welcome Sequence introducing you and your brand.
A Freebie Delivery Email that sends your PDF or guide.
A Nurture Series sharing extra value before pitching your programs.
Review and activate your workflow.
From this point on, every Playbook lead added to that segment will receive your automated Flodesk emails without any manual steps.
Step 5: Test and Optimize
After setup, test the integration by submitting a test lead in Playbook and confirming that:
The new subscriber appears in your Flodesk segment.
The correct workflow is triggered.
Emails send successfully through Flodesk.
If everything works as expected, your automation is live. Continue monitoring your Analytics in Flodesk to track open rates, click rates, and overall engagement to improve your email performance over time.
Best Practices for Playbook + Flodesk Automations
Connecting Playbook to Flodesk through Zapier opens the door to a variety of marketing possibilities:
Deliver freebies instantly after a lead magnet download.
Start a Welcome Sequence the moment a new user signs up.
Run Upgrade or Win-Back campaigns for existing customers.
Keep segments clean and organized for better targeting.
Always test new workflows with a single subscriber first and update your Zaps anytime you add new segments or forms.