How to Create Agile CRM Contact from Mailchimp Using Pabbly Connect

Learn how to integrate Mailchimp with Agile CRM using Pabbly Connect to automate contact creation effortlessly. 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 Mailchimp and Agile CRM Integration

To create an Agile CRM contact from Mailchimp, start by accessing Pabbly Connect. This platform allows seamless integration between the two applications without requiring any coding skills. Simply sign in if you are an existing user, or create a new account, which takes less than two minutes.

Once you are logged into Pabbly Connect, navigate to the dashboard. Look for the ‘Create Workflow’ button on the right side. Click on it to initiate the integration process. You will be prompted to name your workflow, which could be something like ‘Create Agile CRM Contact from Mailchimp’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger for your workflow. Your trigger application will be Mailchimp, specifically the event that occurs when a new subscriber is added. Within Pabbly Connect, select Mailchimp as your trigger application.

• Choose ‘New Subscriber’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• This URL will be used to connect Mailchimp with Pabbly Connect.

After copying the webhook URL, you will need to configure this in your Mailchimp account. Go to the Audience section, click on ‘Manage Audience’, and then select ‘Settings’. Under ‘Webhooks’, create a new webhook and paste the URL you copied from Pabbly Connect.

3. Configuring Mailchimp Webhooks for Integration

Now that you have set up the webhook URL in Pabbly Connect, it’s time to configure the Mailchimp webhook settings. In the webhook configuration, ensure you specify what updates to send. Since you want to track new subscribers, check the options for all relevant updates.

• Check options for subscriber creation updates.
• Ensure to select all three update options available.
• Click ‘Save’ to finalize the webhook settings.

Once saved, return to Pabbly Connect to test the webhook. You will see a blank response initially; this indicates that the system is ready to receive data from Mailchimp. To test this, you can submit a new subscriber through your Mailchimp signup form.

4. Creating Agile CRM Contact from Mailchimp Subscriber

Next, you will set up the action application in Pabbly Connect. This action will create a new contact in Agile CRM whenever a new subscriber is added in Mailchimp. Select Agile CRM as the action application, and choose ‘Create Contact’ as the action event.

To connect Agile CRM with Pabbly Connect, you will need to enter your Agile CRM login email, API key, and domain. You can find the API key in your Agile CRM account under Admin Settings > Developers & API. Once you have entered this information, click ‘Save’ to establish the connection.

After connecting, you will map the fields from your Mailchimp subscriber data to the Agile CRM contact fields. This mapping process ensures that the correct information is transferred, such as first name, last name, email address, and phone number. Once mapped, click on ‘Save and Send Test Request’ to create the contact.

5. Verifying the Integration Success

To ensure that your integration is successful, check your Agile CRM dashboard. The newly created contact should appear, confirming that the integration between Mailchimp and Agile CRM via Pabbly Connect is working correctly. You can repeat the process by adding another subscriber through Mailchimp to test it in real-time.

Each time a new subscriber is added in Mailchimp, Pabbly Connect automates the process of creating a contact in Agile CRM. This integration saves time and ensures that your contact list is always up-to-date without manual input.

If you encounter any issues, you can refer back to your Pabbly Connect workflow or reach out for support. This integration is a powerful way to streamline your email marketing and customer relationship management efforts.

Conclusion

In this tutorial, we explored how to create Agile CRM contacts from Mailchimp using Pabbly Connect. This integration automates the process, ensuring that your subscriber data is efficiently transferred without manual effort. By setting up triggers and actions in Pabbly Connect, you can enhance your marketing and CRM strategies effectively.