How to Create Mailchimp Members from Microsoft Excel Rows Using Pabbly Connect

Learn how to integrate Microsoft Excel with Mailchimp using Pabbly Connect to automate member creation from Excel rows. Step-by-step tutorial included. 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. Access Pabbly Connect for Microsoft Excel and Mailchimp Integration

To create Mailchimp members from Microsoft Excel rows, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks to begin with.

Once logged in, navigate to the applications page. Click on the Pabbly Connect option and select Access Now to reach your dashboard. From there, you can create a new workflow by clicking on the Create Workflow button, naming your workflow appropriately.

2. Create a New Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something like Create Mailchimp Member from Microsoft Excel Row. This will help you identify it later. After naming, click on Create to proceed. using Pabbly Connect

• Select Microsoft Excel as your trigger application.
• Choose New Row in Worksheet as the trigger event.
• Click on Connect to establish the connection.

After connecting, you will need to select the workbook and worksheet from your Microsoft Excel account. Ensure the workbook is set to the one where your leads are stored, which should be named Mailchimp Subscriber.

3. Test the Integration with Pabbly Connect

Once you’ve set up the connection, click on Save and Send Test Request. This will capture the details of the last row added to your Excel sheet. If successful, you will see the response indicating that the integration is working.

Verify that the data received corresponds to the new user details in your Excel sheet. This step confirms that Pabbly Connect is correctly fetching data from Microsoft Excel.

4. Set Up Mailchimp as the Action Application

Next, you need to set Mailchimp as your action application in Pabbly Connect. Select Mailchimp and choose the action event as Find a Member by Specified Email. This action will check if the email already exists in your Mailchimp account.

• Click on Connect to link Mailchimp with Pabbly Connect.
• Provide the API key and Data Center from your Mailchimp account.
• Map the email ID from the response received from Excel.

After mapping, click on Save and Send Test Request. This will check if the email exists in Mailchimp. The response will indicate if the member is already present or not.

5. Finalize the Member Creation Process in Mailchimp

If the member does not exist, you can proceed to create a new member. Use the Pabbly Connect filter to ensure that the next action only executes if the member is not found. Set the condition to check if the total items returned is zero.

Next, select Mailchimp again and choose the action event Add New Member with Custom Fields. Map all necessary fields like email address, first name, last name, and mobile number from the Excel response. Finally, click on Save and Send Test Request to add the new member to your Mailchimp account.

Once the test request is successful, you can verify in your Mailchimp account that the new member has been added correctly. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial has guided you through the process of creating Mailchimp members from Microsoft Excel rows using Pabbly Connect. By following these steps, you can automate your lead management effectively and efficiently.