Integrate Campaign Monitor and Zendesk Sell Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Campaign Monitor and Zendesk Sell seamlessly using Pabbly Connect to automate your lead generation process. Follow our detailed guide for step-by-step instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Campaign Monitor and Zendesk Sell, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com’. Once on the website, navigate to the products section and select Pabbly Connect.

Next, click on the ‘Sign In’ button at the top right corner. If you don’t have an account, you can create a free account in just a couple of minutes. Pabbly Connect allows you to try out this integration for free by cloning the workflow template available in the description box.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter a name like ‘Campaign Monitor to Zendesk Sell’ and click ‘Create’.

• Enter the name of your workflow.
• Select ‘Campaign Monitor’ as the app to trigger.
• Choose ‘New Subscriber’ as the trigger event.

After selecting the trigger, click on ‘Connect with Campaign Monitor’. You will need to provide your API key and leave the password field blank. Retrieve your API key from your Campaign Monitor account settings under API Keys.

3. Setting Up the Trigger Event in Pabbly Connect

Once you have connected Campaign Monitor, you will see options for Client Account and List ID. Select the appropriate list from which you want to capture new subscribers. Click on the ‘Save and Send Test Request’ button to ensure that Pabbly Connect is successfully receiving data from Campaign Monitor.

When you add a new subscriber to your selected list, Pabbly Connect will capture this data. For example, you can add a subscriber named Ray Penberg with the email ‘[email protected]’ and other relevant details. After adding the subscriber, click on ‘Save and Send Test Request’ again to verify that the data is captured correctly.

4. Creating a Lead in Zendesk Sell

After confirming that Pabbly Connect has captured the subscriber data, the next step is to create a lead in Zendesk Sell. Click on the ‘+’ button to open the action window. Choose ‘Zendesk Sell’ as the app and select ‘Create Lead’ as the action event.

• Connect to Zendesk Sell by authorizing Pabbly Connect.
• Map the captured subscriber details to the lead fields in Zendesk Sell.
• Click on ‘Save and Send Test Request’ to create the lead.

After successful mapping, you will see the lead created in Zendesk Sell with all the details from the subscriber. For instance, the lead for Ray Penberg will include his name, email, organization (Tesla), and address.

5. Testing the Integration with Additional Subscribers

To ensure that your integration works seamlessly, test by adding more subscribers in Campaign Monitor. For example, add a new subscriber named Luffy Donald with the email ‘[email protected]’. After adding the subscriber, check if Pabbly Connect captures this data and creates a lead in Zendesk Sell.

Once you have added Luffy Donald, navigate back to Zendesk Sell to verify that the lead has been created successfully. If it appears, your integration is functioning as intended. This demonstrates how Pabbly Connect effectively bridges the gap between Campaign Monitor and Zendesk Sell, automating your lead generation process.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Campaign Monitor and Zendesk Sell. By following these steps, you can automate the process of adding new subscribers as leads in your CRM, enhancing your marketing efficiency.