Learn how to create a LiveAgent customer from a Mailchimp subscriber with Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a LiveAgent customer from a Mailchimp subscriber, the first step is to access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ in your browser. This platform serves as the central hub for automating your tasks.
Once on the Pabbly Connect landing page, you will see options to sign in or sign up for free. New users can create an account, while existing users can simply log in. After signing in, navigate to the applications page and select Pabbly Connect to access your dashboard.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, creating a new workflow is essential for automating the process of adding Mailchimp subscribers as LiveAgent customers. Click on the ‘Create Workflow’ button located in the top right corner.
- Name your workflow, for example, ‘Create LiveAgent Customer from Mailchimp Subscriber’.
- Choose a folder to save your workflow, such as ‘Mailchimp to LiveAgent Automation’.
- Click on the ‘Create’ button to proceed.
After creating the workflow, you will be directed to a window where you can set up triggers and actions. This is where the automation magic happens in Pabbly Connect.
3. Configuring Trigger and Action in Pabbly Connect
The next step is to configure the trigger and action for your workflow in Pabbly Connect. For this integration, the trigger application is Mailchimp, specifically using the Mailchimp Asma trigger.
- Select Mailchimp Asma as your trigger application.
- Choose the trigger event as ‘New Subscriber’.
- Proceed to the action section and select LiveAgent as your action application.
Set the action event to ‘Add New Customer’. This setup ensures that whenever a new subscriber is created in Mailchimp, a corresponding customer will be created in LiveAgent through Pabbly Connect.
4. Setting Up Webhook in Mailchimp
To complete the integration, you need to set up a webhook in your Mailchimp account that connects to Pabbly Connect. In your Mailchimp dashboard, navigate to the ‘Audience’ section and select ‘Manage Audience’.
Go to ‘Settings’ and scroll to ‘Webhooks’. Click on ‘Create a New Webhook’ and paste the webhook URL provided by Pabbly Connect. Select the type of updates to send, specifically choosing ‘Subscriber Added’.
After saving the webhook, any new subscriber added to Mailchimp will trigger a response sent to Pabbly Connect, initiating the creation of a customer in LiveAgent.
5. Mapping Subscriber Details to LiveAgent
Once the webhook is set up, the next step is to map the subscriber details from Mailchimp to LiveAgent using Pabbly Connect. This involves capturing the data sent from Mailchimp and using it to create a new customer in LiveAgent.
In the action setup for LiveAgent, you will need to enter your API key and domain name to establish a connection. After connecting, you can map fields such as gender, email, and phone number from the Mailchimp response to the corresponding fields in LiveAgent.
Click on the ‘Map’ button next to each field to select the data from the Mailchimp response. Ensure that all necessary fields are filled correctly before proceeding.
After mapping the fields, click on ‘Save and Test Request’ to confirm the integration. If successful, you will see a confirmation message indicating that a new customer has been created in LiveAgent, demonstrating the effectiveness of Pabbly Connect.
Conclusion
In this tutorial, we explored how to create a LiveAgent customer from a Mailchimp subscriber using Pabbly Connect. By following the steps outlined, you can automate the process of transferring subscriber information seamlessly, enhancing your customer management efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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