How to Create SuiteDash Contacts When Mailchimp Subscribers are Created Using Pabbly Connect

Learn how to automate the creation of SuiteDash contacts from Mailchimp subscribers using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create SuiteDash contacts from Mailchimp subscribers, start by accessing Pabbly Connect. This powerful integration platform allows you to automate the process seamlessly. Sign in to your Pabbly Connect account and navigate to the dashboard.

Once you are on the dashboard, locate the big blue button labeled ‘Create Workflow’ on the right side. Click this button to initiate your automation process. You will then need to name your workflow appropriately, such as ‘Create SuiteDash Contact for Mailchimp Subscribers’. After naming, click on ‘Create’ to set up your workflow.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. The trigger event will be a new subscriber in Mailchimp. Open the trigger module and select your event from the dropdown menu. Choose ‘New Subscriber’ as your trigger event, which will activate when a new subscriber is added.

• Select ‘New Subscriber’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Follow the instructions to integrate the webhook URL into your Mailchimp account.

Once you have the webhook URL, log in to your Mailchimp account. Navigate to the audience page, open the settings dropdown menu, and select ‘Webhooks’. Click on ‘Create New Webhook’ and paste the copied URL. Ensure that you select the event type for subscriber additions and save the changes.

3. Testing the Webhook Response

After setting up the webhook, it’s time to test it using Pabbly Connect. You will first need to create a sample subscriber in Mailchimp. Go back to your audience dashboard, click ‘Add Contacts’, and select ‘Add a Subscriber’. Fill in the required details for a dummy subscriber and click ‘Subscribe’.

Once the subscriber is added, return to Pabbly Connect. Click on the button to recapture the webhook response. This step will fetch the subscriber’s details, allowing you to verify that the integration works correctly. You should see the subscriber’s information appear in the webhook response, confirming the setup is successful.

4. Setting Up the Action to Create SuiteDash Contact

Now that the trigger is set, you will configure the action to create a contact in SuiteDash using Pabbly Connect. Open the action module and select ‘Create Contact’ as your action event. You will need to connect your SuiteDash account to Pabbly Connect by clicking on ‘Connect’.

• Enter your SuiteDash Pabbly ID and Secret Key for connection.
• Choose the role for the contact (e.g., client).
• Map the subscriber details from Mailchimp to SuiteDash fields.

After connecting, you will map the fields such as first name, last name, email address, and phone number from the Mailchimp subscriber data to the respective fields in SuiteDash. Once all fields are mapped, click ‘Save and Send Test Request’. You should receive a confirmation response indicating that the contact has been created successfully in SuiteDash.

5. Verifying the Contact in SuiteDash

To complete the process, you will verify that the contact has been created in SuiteDash using Pabbly Connect. Navigate to the SuiteDash CRM section and open the contacts. You should see the newly created contact listed there, confirming that the automation is functioning correctly.

Check the contact details to ensure that all information matches what was entered in Mailchimp. This verification step ensures that your integration is working smoothly, eliminating the need for manual entry across both platforms. With Pabbly Connect, you can now efficiently manage your contacts without duplication of effort.

Conclusion

In this tutorial, we demonstrated how to create SuiteDash contacts automatically from Mailchimp subscribers using Pabbly Connect. This integration streamlines your workflow, ensuring that your contacts are always up-to-date without manual intervention. By leveraging Pabbly Connect, you can enhance productivity and maintain accurate records effortlessly.