Seamless Pipedrive Mailchimp Integration Using Pabbly Connect

Learn how to automate adding Pipedrive persons as new Mailchimp subscribers using Pabbly Connect. Follow this step-by-step tutorial for a smooth integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Pipedrive and Mailchimp Integration

Pabbly Connect is an excellent tool for automating the integration of Pipedrive and Mailchimp. With this platform, you can easily add new Pipedrive persons as subscribers in Mailchimp without any coding skills. This tutorial will guide you through the process step-by-step. using Pabbly Connect

To start, you need to access Pabbly Connect. Simply go to the official Pabbly Connect website and sign in. If you don’t have an account, you can create one for free in just a few minutes. Once logged in, you’ll be ready to create your automation workflow.

2. Creating a Workflow in Pabbly Connect for Pipedrive and Mailchimp

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. This action will prompt you to name your workflow, which you can label as ‘Pipedrive to Mailchimp Integration’. This name will help you identify the workflow easily in the future. using Pabbly Connect

• Click on ‘Create’ to start the workflow.
• Select Pipedrive as the application to trigger the workflow.
• Choose the trigger event as ‘New Person’.

This setup allows Pabbly Connect to monitor your Pipedrive account and act whenever a new person is added. After selecting the trigger, click on ‘Connect with Pipedrive’ to proceed.

3. Connecting Pipedrive to Pabbly Connect

To connect Pipedrive to Pabbly Connect, you will need your API token. Access your Pipedrive account, navigate to ‘Company Settings’, and then go to the ‘API’ section. Here, you will find your API token which you need to copy. using Pabbly Connect

Once you have the API token, return to Pabbly Connect and paste it into the required field. Additionally, enter your company domain from Pipedrive to complete the connection. Click on ‘Save’ to finalize the integration. Pabbly Connect will now be ready to capture any new person added in Pipedrive.

4. Capturing Data from Pipedrive to Add New Subscribers in Mailchimp

With Pabbly Connect connected to Pipedrive, the next step is to capture data. Click on the ‘Capture Webhook Response’ button in Pabbly Connect. This action will prompt the system to wait for data from Pipedrive. using Pabbly Connect

Now, create a new person in your Pipedrive account, for example, named Tiffany Mac. Ensure to fill in all necessary details such as email and organization. After saving the new person, check back in Pabbly Connect to see if the data has been captured successfully.

• Confirm that the details for Tiffany Mac are accurately displayed in Pabbly Connect.
• Review the captured data to ensure it includes all relevant information.

Once you have verified the data, you can proceed to set up the action that will add this new subscriber to Mailchimp.

5. Adding New Subscribers in Mailchimp via Pabbly Connect

To add the new subscriber to Mailchimp, select Mailchimp as the next application in Pabbly Connect. Choose the action event as ‘Add New Member’. This action will allow you to create a new contact in Mailchimp using the data captured from Pipedrive. using Pabbly Connect

When prompted, enter your Mailchimp API key and data center. You can find these details in your Mailchimp account under ‘Account’ > ‘Extras’ > ‘API Keys’. Copy the API key and paste it into Pabbly Connect, ensuring you also input the correct data center.

Map the fields from Pipedrive to Mailchimp, including first name, last name, email, and any tags. Click on ‘Save and Send Test Request’ to finalize the addition of the subscriber.

Check your Mailchimp account to confirm that Tiffany Mac has been successfully added as a new subscriber. This process highlights how Pabbly Connect automates the workflow between Pipedrive and Mailchimp efficiently.

Conclusion

In this tutorial, we explored how to integrate Pipedrive and Mailchimp using Pabbly Connect. By automating the process of adding new Pipedrive persons as Mailchimp subscribers, you can save time and streamline your workflow. Pabbly Connect makes this integration seamless and efficient, allowing you to focus on your core business activities.