Tired of searching for a way to add Zendesk Sell lead from Campaign Monitor subscriber? If yes! Then here I’m going to give you a step-by-step guide on how to automate the tasks using Pabbly Connect.
Well, as we already know that there is no direct integration between these two services. Therefore, we’ll be using a third-party software i.e, Pabbly Connect to integrate Campaign Monitor to Zendesk Sell in real-time.
So basically, Pabbly Connect is an integration & automation service that enables you to share data between multiple applications.
Furthermore, this would be just a single-time setup & after that, the workflow will take care of the rest. Besides, you don’t have to be a developer for that, even a newbie can use it efficiently.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
Before we begin the procedure, let’s learn a bit about the services. Campaign Monitor is an email marketing service that helps you to send emails to subscribers. Whereas, Zendesk Sell is a sales automation tool that helps you in enhancing productivity, processes, etc for sales teams.
Nonetheless, once you’re done setting up this workflow. Your subscriber will get automatically listed in Zendesk Sell lead, whenever there is a new subscriber entry on Campaign Monitor.
Plus, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –
Not only that, but we have also embedded the template for this integration to help you begin your journey instantly. You can just press the “Use Workflow” button available below to get started. Furthermore, visit Marketplace & look for more integrations & apps.
So, lets begin the Campaign Monitor and Zendesk Sell integration using Pabbly Connect in real-time.
Step 1: Sign up to Pabbly Connect
Start the procedure of connecting Campaign Monitor with Zendesk Sell by visiting the Pabbly Connect website. Now, click on the “Sign-Up Free” button available. You can either use your existing Gmail account or else manually fill in the registration form to signup.
Try Pabbly Connect for FREE
Now, press the “Access Now” button of the software “Connect” within the Pabbly applications. Then, start with creating a workflow to create a lead in Zendesk Sell for new Campaign Monitor subscriber by pressing the “Create Workflow” button. Now, name the workflow as per the integration or use-case (for example – Campaign Monitor to Zendesk Sell, etc). Then, hit the “Create” button. Now, in order to automatically add Zendesk Sell lead for the newly Campaign Monitor subscriber, you’ll need to set-up a trigger on the new Campaign Monitor subscriber using Pabbly Connect. Now, simply click on the ‘Connect with Campaign Monitor’ button to proceed further. Now, in order to connect Pabbly Connect and Campaign Monitor for sharing data, you need to authorize the account using the API key. Log in to your Campaign Monitor account and click on the profile icon present at the top right corner. Then select the ‘Account Settings’ option from the menu that opens next. Next, click on the ‘API Keys’ section on the account settings page. Now, click on the ‘Show API Key’ option. Then, copy the generated API key. Next, paste the copied API key and click on the ‘Save’ button. Now, map the respective fields given above to proceed further. Next, click on the ‘Save & Send Test Request’ button. After setting up the trigger, now it’s time to make a dummy subscriber entry to connect Campaign Monitor with Pabbly Connect. Now, in order to test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect dashboard. Now, go to the select list’s page of Campaign Monitor and click the ‘Add new subscriber’ button. Add the subscriber details using comma-separated values in the text area and then hit the ‘Import these subscribers’ button. Next, map the field value entries with their respective field names. Now, check the response and click on the ‘Save’ button to proceed further. Next, as we can see in the webhook response, the captured text is not in the correct format. So, to get the text in the correct format we have to set up a Text Formatter. Now, to format the text, just hit the (+) button and then, select ‘Text Formatter’ in choose app, and in the action event select ‘Split Text’. Then, click on the ‘Connect With Text Formatter’ button. Now, map the field to make the text in a proper format. After mapping all the details, simply press the ‘Save and Sent Request’ button. Lastly, you will get the API response. And as you can see, now the text is in the proper format. Now, press the ‘Save’ button. Promptly, to make this Campaign Monitor to Zendesk Sell integration work, you have to choose an action for your trigger. Now, hit the plus button and select the app to integrate here as “Zendesk Sell” & method as “Create Lead”. Later, press the “Connect with Zendesk Sell” button. Next, click on the “Connect with Zendesk Sell” button and authorize your Zendesk Sell account. After connecting with your Zendesk Sell account, map all the fields quickly like the first name, last name, email, etc. Now, hit the “Save & Send Test Request” button to proceed further. Then, you can check the response of your API in the action window. Ultimately, hit the “Save” button to save the action API’s response. Finally, you can check the lead’s entry in your Zendesk Sell account. So now you know how to add Zendesk Sell lead from Campaign Monitor subscriber using Pabbly Connect. To sum up, this was all about “How to Add Zendesk Sell Lead from Campaign Monitor Subscriber”. Consequently, after completing the step-by-step procedure, you will end up auto-creating the Zendesk Sell lead from the newly added Campaign Monitor subscriber. Meanwhile, you can opt for Pabbly Connect for FREE with all its premium features. Also, comment below your queries and suggestions.Step 2: Access Pabbly Connect
Step 3: Workflow for Campaign Monitor with Zendesk Sell Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Campaign Monitor to Zendesk Sell Integration
(a) Select Application you Want to Integrate
Now, select the ‘Campaign Monitor’ as an app from the ‘Choose App’ field drop-down options. And choose ‘New Subscriber’ as a ‘Trigger Event’.(b) Click on Connect Button
Step 5: Connecting Campaign Monitor to Pabbly Connect
(a) Go to Campaign Monitor Account Settings
(b) Generate & Copy API Key
(c) Paste the API Key
(d) Map the Feilds
(e) Save & Send Test Request
Step 6: Test the Response in Pabbly Connect Dashboard
(a) Capture Webhook Response
(b) Add New Subscriber
(c) Add Subscriber Details
(d) Map the Field Values
(e) Save the Response
Step 7: Setting Text Formatter
(a) Select Application to Format Text
(b) Map the Fields
(c) Save the Response
Step 8: Setting Action for Campaign Monitor to Zendesk Sell Integration
(a) Select Application you want to Integrate
(b) Connecting Zendesk Sell to Pabbly Connect
(c) Map the Fields
(d) Save & Send Test Request
Step 9: Check Response in Zendesk Sell Dashboard
Conclusion –
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