Integrate ClickUp Tasks and Mailchimp Subscribers Using Pabbly Connect

Learn how to integrate ClickUp Tasks and Mailchimp Subscribers from new emails in Outlook using Pabbly Connect in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ClickUp task and Mailchimp subscriber from a new email received in Outlook, you first need to access Pabbly Connect. This powerful automation tool connects various applications seamlessly, allowing you to automate tasks efficiently.

Log into your Pabbly Connect account. If you’re a new user, you can sign up for free and enjoy 100 tasks per month. Once logged in, navigate to the ‘All Applications’ page and select Pabbly Connect to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, such as ‘Create Mailchimp Subscriber and ClickUp Task from Outlook Email,’ and save it in the designated folder for Outlook Automation.

• Click the ‘Create Workflow’ button.
• Enter the workflow name.
• Select the appropriate folder for organization.

After naming your workflow, you will see the trigger and action setup window. The trigger indicates when the automation starts, while actions define what happens next. Select Microsoft Office 365 as the trigger application and choose ‘New Mail’ as the trigger event.

3. Setting Up the Trigger for New Emails

To set up the trigger in Pabbly Connect, you need to connect your Microsoft Office 365 account. Click on ‘Connect’ and follow the prompts to authorize access. Once connected, Pabbly Connect will check for new emails every 10 minutes.

After establishing the connection, click on the ‘Save and Send Test Request’ button. This action retrieves the latest email from your Outlook account. Ensure the subject line matches the criteria, such as ‘Job Application Candidate,’ to proceed with the automation.

• Connect Microsoft Office 365 to Pabbly Connect.
• Test the connection to retrieve the latest email.

Once the trigger is set, you can filter the emails based on the subject line. This ensures only relevant emails are processed in the next steps of your workflow.

4. Creating a Task in ClickUp Using Pabbly Connect

After filtering the emails, the next step is to create a task in ClickUp. In Pabbly Connect, add ClickUp as an action application and select ‘Create Task’ as the action event. To establish a connection, you will need to provide your ClickUp API token.

To find your API token, log into your ClickUp account, navigate to settings, and locate the API section. Copy the token and paste it into Pabbly Connect. Once connected, you can set the task name, description, and other details using mapped data from the email.

Select ClickUp as the action application. Input the API token to connect. Map the email subject and sender details into the task fields.

After setting up the task details, click on ‘Save and Send Test Request’ to create the task in ClickUp. Upon successful creation, you can verify the task in your ClickUp account.

5. Adding a Subscriber to Mailchimp

With the ClickUp task created, the final step is to add a subscriber in Mailchimp using Pabbly Connect. Add Mailchimp as another action application and select ‘Add Member with Custom Fields’ as the action event. Similar to ClickUp, you will need to connect your Mailchimp account using an API key.

To retrieve your Mailchimp API key, log into your Mailchimp account, go to your profile, and access the API keys section. Copy the key and paste it into Pabbly Connect. Also, specify the data center URL from your Mailchimp account settings.

Connect Mailchimp with the API key. Specify the audience list and map the subscriber details. Test the connection to ensure successful addition of the subscriber.

Click on ‘Save and Send Test Request’ to finalize the process. Once completed, verify that the subscriber has been added to your Mailchimp audience list.

Conclusion

In this tutorial, we explored how to create ClickUp tasks and Mailchimp subscribers from new emails received in Outlook using Pabbly Connect. By following these steps, you can automate your workflow efficiently, ensuring that every job application is tracked and potential candidates are added to your mailing list effortlessly.