Integrate Chargebee and Mailchimp Using Pabbly Connect: A Step-by-Step Guide

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Chargebee and Mailchimp Integration

To start the integration between Chargebee and Mailchimp, access Pabbly Connect. Create an account or log in if you already have one. Pabbly Connect is essential for managing the workflow between these applications.

Once logged in, navigate to the ‘Connect’ section. Here, you can set up a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something recognizable, such as ‘Chargebee to Mailchimp Integration.’ This step is crucial as it lays the foundation for the automation process.

2. Connecting Chargebee to Pabbly Connect

Next, you will need to connect Chargebee to Pabbly Connect. In the workflow, choose Chargebee as the trigger application. Select the trigger event as ‘New Subscription Created.’ This event will initiate the workflow whenever a new subscription is added in Chargebee.

After selecting the trigger, you will be prompted to connect your Chargebee account. Enter your Chargebee API key, which can be found in your Chargebee dashboard under API settings. This connection allows Pabbly Connect to access your Chargebee data securely.

3. Sending Data to Gmail via Pabbly Connect

Once Chargebee is connected, the next step is to send a notification to Gmail. Add a new action step in Pabbly Connect and select Gmail as the application. Choose the action event as ‘Send Email.’ This action will notify you whenever a new subscription is created.

Fill in the required fields such as recipient email, subject, and body of the email. You can use dynamic fields from Chargebee to personalize the email content. This integration ensures that you are instantly informed about new subscriptions through Gmail.

4. Adding Subscribers to Mailchimp with Pabbly Connect

Now, it’s time to connect Mailchimp to Pabbly Connect. Add another action step and select Mailchimp as the application. Choose the action event as ‘Add Subscriber.’ This step will automatically add new subscribers to your Mailchimp list whenever a new subscription is created in Chargebee.

In this action, you will need to specify the Mailchimp list you want to add subscribers to. Also, map the fields from Chargebee, such as email address and name, to the corresponding fields in Mailchimp. This mapping is crucial for ensuring the data flows correctly between the two applications.

5. Testing and Activating Your Integration

After setting up the connections, it’s important to test your workflow in Pabbly Connect. Click on the ‘Test’ button to ensure that everything is working correctly. This step allows you to verify that new subscriptions in Chargebee trigger the Gmail notification and add subscribers to Mailchimp.

Once testing is successful, activate your workflow. This will enable the integration to run in real-time, automatically managing your subscriptions between Chargebee, Gmail, and Mailchimp without any manual intervention.

Conclusion

Integrating Chargebee with Mailchimp using Pabbly Connect simplifies your subscription management process. This tutorial outlines the exact steps to automate adding subscribers, making your workflow efficient and effective.