How to Create Mailchimp Subscriber from Salesmate Contact Using Pabbly Connect

Learn how to seamlessly create Mailchimp subscribers from Salesmate contacts using Pabbly Connect. Follow our step-by-step tutorial for smooth integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Mailchimp subscriber from Salesmate contact, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging in with your credentials. If you are a new user, sign up for a free account that provides 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically designed for integrating Salesmate with Mailchimp. This workflow will automate the process of adding subscribers to Mailchimp whenever a new contact is created in Salesmate.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Mailchimp Subscriber from Salesmate Contact’. Select the folder you created earlier for better organization.

• Name your workflow appropriately.
• Select the correct folder for organization.
• Click ‘Create’ to proceed.

Once your workflow is created, you will be prompted to set up a trigger and an action. In this case, the trigger is Salesmate, which will initiate the workflow when a new contact is added. This setup is crucial for linking the two applications through Pabbly Connect.

3. Setting Up the Trigger for Salesmate

To set up the trigger, select Salesmate as the trigger application and choose the event ‘New Contact’. This event will trigger the workflow every time a new contact is added in Salesmate. Pabbly Connect will provide a Webhook URL that you need to copy for the next steps.

Next, log into your Salesmate account and navigate to the automation settings. Here, create a new rule that includes the Webhook URL provided by Pabbly Connect. This will link your Salesmate account to the workflow you created, ensuring that every new contact is sent to Mailchimp automatically.

4. Configuring the Mailchimp Action in Pabbly Connect

After successfully setting up the trigger, the next step is to configure the action for Mailchimp. Select Mailchimp as the action application and choose the action event ‘Add New Member with Custom Fields’. This action will add the new contact from Salesmate as a subscriber in Mailchimp.

• Select the action event for Mailchimp.
• Connect your Mailchimp account by entering the API Key and Data Center.
• Map the fields from Salesmate to Mailchimp for seamless integration.

To connect Mailchimp, you need to enter your API key and Data Center, which can be obtained from your Mailchimp account settings. Mapping the fields is essential to ensure that the correct data is transferred from Salesmate to Mailchimp through Pabbly Connect.

5. Testing and Verifying the Integration

Once you have configured both the trigger and action, it’s time to test the integration. Create a new contact in Salesmate to trigger the workflow. After saving the new contact, return to Pabbly Connect to check if the data has been received correctly.

You should see the new contact details reflected in the Mailchimp action setup. Verify that the subscriber has been added successfully in Mailchimp. This confirms that your integration between Salesmate and Mailchimp via Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to create a Mailchimp subscriber from a Salesmate contact using Pabbly Connect. By following the steps outlined, you can automate your workflow efficiently and ensure that every new contact is seamlessly added to your Mailchimp list.