How to Create ClickUp Task and Mailchimp Subscriber from New Email Received in Outlook Using Pabbly Connect

Learn how to seamlessly integrate Mailchimp and ClickUp using Pabbly Connect to create tasks and subscribers from new Outlook emails. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create a ClickUp task and Mailchimp subscriber from a new email received in Outlook, you first need to set up Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to get started.

Once logged in, navigate to the dashboard and find the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow. For this integration, name it ‘Create Mailchimp Subscriber and ClickUp Task from Received Outlook Email’. Save it in the folder named ‘Outlook Automation’.

2. Setting Up the Trigger with Microsoft Office 365

To initiate the workflow, we need to set the trigger. In Pabbly Connect, search for ‘Microsoft Office 365’ and select it. The trigger event will be ‘New Mail’. This means that the workflow will start whenever a new email is received in your Outlook account.

• Select Microsoft Office 365 as the trigger application.
• Choose ‘New Mail’ as the trigger event.
• Click on ‘Connect’ to establish a connection with your Outlook account.

After connecting, you will need to authorize Pabbly Connect to access your Outlook account. Once the connection is successful, save and send a test request to retrieve the latest email data. This confirms that the trigger is set up correctly and ready to capture new emails.

3. Filtering Emails for Relevant Subjects

Next, we need to filter the emails to ensure that only those with specific subject lines proceed in the workflow. In Pabbly Connect, add a filter step using the ‘Filter by Pabbly’ option. This step will allow you to set conditions for the emails.

• Set the label to ‘Subject’.
• Choose ‘Contains’ as the filter type.
• Enter ‘Job Application Candidate’ as the value to filter.

Once the filter is set, click on ‘Save and Send Test Request’ to verify that the condition is working correctly. If the subject line matches, the workflow will continue to the next steps of creating a ClickUp task and a Mailchimp subscriber.

4. Creating a ClickUp Task

Now that the trigger and filter are set, it’s time to create a task in ClickUp using Pabbly Connect. Search for ‘ClickUp’ as your action application and select the action event as ‘Create Task’. This action will create a new task in ClickUp whenever the specified email is received.

To connect ClickUp, you will need your API token. Go to your ClickUp account, access the workspace settings, and find your API token under the Apps section. Copy this token and paste it into Pabbly Connect to establish the connection.

Next, specify the workspace, space, folder, and list name where the task will be created. Use the email subject as the task name and map the sender’s email address in the task description. Save the configuration and send a test request to ensure that the task is created successfully in ClickUp.

5. Adding a Mailchimp Subscriber

The final step in this workflow is to add the email sender as a subscriber in Mailchimp. In Pabbly Connect, select ‘Mailchimp’ as the next action application and choose the action event ‘Add Member with Custom Fields’.

To connect Mailchimp, you will need to generate an API key from your Mailchimp account. Navigate to your profile, go to Extras, and select API Keys. Create a new key and copy it, along with your data center URL. Paste both into Pabbly Connect to establish the connection.

Map the email address and any other relevant details from the trigger response to create the subscriber. Finally, save the settings and test the request to confirm that the subscriber is added successfully to your Mailchimp account.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a ClickUp task and Mailchimp subscriber from new emails received in Outlook. This automation streamlines your workflow, ensuring efficient management of job applications.