How to Create Mailchimp Subscriber from New Salesforce Contact Using Pabbly Connect

Learn how to create a Mailchimp subscriber from a new Salesforce contact using Pabbly Connect. Follow our step-by-step guide 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 Mailchimp subscriber from a new Salesforce contact, you need to access Pabbly Connect. Start by opening a new tab in your browser and searching for Pabbly Connect. Once on the landing page, you can either sign in if you are an existing user or sign up for free if you are new.

After signing in, you will see various Pabbly applications. Click on Pabbly Connect to start the integration process. This platform is designed to connect different applications seamlessly, enabling you to automate workflows efficiently.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the “Create Workflow” button. You will be prompted to name your workflow and select a folder where it will be saved. Name your workflow as ‘Create Mailchimp Subscriber from New Salesforce Contact’ and click on the Create button.

• Click on the “Create Workflow” button.
• Name your workflow appropriately.
• Select the correct folder for saving your workflow.

This step is crucial as it sets the foundation for your integration. Now, you will see the workflow window where you can define the trigger and action for your automation.

3. Setting Up the Trigger with Salesforce

In the workflow window, you need to set up the trigger. Click on the trigger application and select Salesforce as your trigger application. Then, choose the trigger event as ‘New Contact.’ This means that whenever a new contact is created in Salesforce, the workflow will be triggered automatically.

Next, click on the connect button to link your Salesforce account with Pabbly Connect. If you have an existing connection, you can select it; otherwise, choose to add a new connection. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce account.

4. Creating a New Contact in Salesforce

After setting up the trigger, you need to create a new contact in your Salesforce account. Go to Salesforce and click on the “New” button to add a new contact. Fill in the mandatory fields such as the first name, last name, email, and mobile number. For example, you can enter ‘Test’ as the first name and ‘Contact’ as the last name.

Once you have filled in the details, click on the “Save” button. After saving, return to Pabbly Connect and click on “Save and Send Test Request.” This action will send the newly created contact details back to Pabbly Connect, confirming that the trigger step is successful.

5. Setting Up the Action with Mailchimp

Now that you have successfully set the trigger, it’s time to set up the action. In the action application section, select Mailchimp and choose the action event as ‘Add New Member with Custom Fields.’ This action will create a new subscriber in Mailchimp based on the contact created in Salesforce.

To connect your Mailchimp account, click on the connect button again. You will need to provide the API key and data center information from your Mailchimp account. Go to your Mailchimp account, navigate to your profile, and find the API keys section. Generate a new API key, copy it, and paste it into Pabbly Connect. Also, ensure you provide the correct data center as specified in your Mailchimp URL.

Finally, map the fields from the Salesforce contact to the Mailchimp subscriber fields, such as email, first name, and last name. Click on “Save and Send Test Request” to finalize the integration. You should see a confirmation that a new subscriber was created in Mailchimp, verifying that your workflow is successful.

Conclusion

This tutorial demonstrated how to create a Mailchimp subscriber from a new Salesforce contact using Pabbly Connect. By following the outlined steps, you can automate your workflow effectively and enhance your business processes.