Are you tired of searching for a way to create a lead in Zendesk Sell whenever there is a new subscriber entry on MailChimp? 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. Henceforth, we’ll be using a third party software i.e, Pabbly Connect to integrate MailChimp to Zendesk Sell in real-time.
So basically, Pabbly Connect is an integration & automation service that enables you to share data between multiple applications.
Besides, this would be just a single-time setup & after that, the workflow will take care of the rest. Furthermore, 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 get started, let’s learn a bit about the services. MailChimp is an all-in-one marketing platform that enables you to send out email campaigns to a list of email subscribers. On the other hand, Zendesk Sell is a sales automation tool that helps you in enhancing productivity, processes, etc for sales teams.
However, once you’re done setting up this workflow. Your subscriber will get automatically listed in Zendesk Sell, whenever there is a new subscriber entry on MailChimp.
Also, we’ve embedded a video tutorial for this integration. Thus, have a look at it by yourself –
Apart from the video, 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 MailChimp and Zendesk Sell integration.
Step 1: Sign up to Pabbly Connect
Start the procedure of connecting MailChimp with Zendesk Sell by visiting the Pabbly Connect website. Next, hit 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
Promptly, press the “Access Now” button of the software “Connect” within the Pabbly applications. Afterward, start with creating a workflow to create a lead in Zendesk Sell for new MailChimp subscriber by pushing the “Create Workflow” button. Now, name the workflow as per the integration or use-case (for example – MailChimp to Zendesk Sell, etc). Then, press the “Create” button. Next, to automatically add Zendesk Sell lead for the newly added MailChimp subscriber, you’ll need to set-up a trigger and its respective action to create a lead on Zendesk Sell from MailChimp using Pabbly Connect. The following step is to select “MailChimp” from the dropdown, then choose the method as the “New Subscriber” option. Now, copy the webhook URL which is appearing on the dashboard. Later on, to collect data from MailChimp, you need to paste the copied Webhook URL in the software. And to do so, you just log in to your MailChimp account. After login into the MailChimp account, simply go to the side panel of the dashboard, and then hit the “Audience” option. Eventually, in the “Manage Audience” option, you will find the “Setting” option just click on it. Now, scroll down on the page and hit the “Webhooks” option. Eventually, when you hit the Webhook option, a tab will open-up with certain options. Just hit the “Create New Webhook” option to paste the Webhook URL. Now, in the Callback URL, paste your copied URL from Pabbly Connect. Then, select the update you want, as here I have chosen “Subscribes” and then press the “Save Webhook” button. Moving on to the next step, now it’s time to test the MailChimp integration by filling a test form. Simply, tap on “Audience Dashboard” and then press the “Signup Forms” option. Once you are done creating the form, simply fill-up the form to add the subscribers. Before that, make sure to hit “Capture Webhook Response” in the Pabbly Connect dashboard. As soon as you add the subscriber’s details, the entry will appear on the “Pabbly Connect” dashboard. Next, hit the “Save” option. Promptly, to make this MailChimp to Zendesk Sell integration work, you have to choose an action for your trigger. Now, hit the plus button next to your MailChimp trigger. Select the app to integrate here as “Zendesk Sell” & method as “Create Lead”. Conclusively, press the “Connect with Zendesk Sell” button. Next, click on the “Connect with Zendesk Sell” button and authorize your Zendesk Sell account to connect with Pabbly Connect. After connecting with your Zendesk Sell account, map all the fields quickly like the first name, last name, email, etc. Further, hit the “Save & Send Test Request” button to proceed further. Afterward, you can check the response of your API in the action window. Lastly, hit the “Save” button to save the action API’s response. Ultimately, you can check the lead’s entry in your Zendesk Sell account. So now you know how to create Zendesk Sell lead from new MailChimp subscriber using Pabbly Connect. To sum up, this was all about “How to Create Zendesk Sell Lead from New MailChimp Subscriber”. Consequently, after completing the step by step procedure, you will end up auto-creating Zendesk Sell lead from the newly added MailChimp 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 MailChimp with Zendesk Sell Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for MailChimp to Zendesk Sell Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting MailChimp to Pabbly Connect
(a) Click on MailChimp Audience
(b) Go to Settings
(c) Click on Webhooks Option
(d) Create Webhook
(e) Paste the Copied URL
(f) Go to Signup Forms
(g) Fill up the Form
Step 6: Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action for MailChimp to Zendesk Sell Integration
(a) Select Application you want to Integrate
(b) Connecting Zendesk Sell to Pabbly Connect
(d) Map the Fields
(f) Save & Send Test Request
Step 8: Check Response in Zendesk Sell Dashboard
Conclusion –
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