Integrate Monday Sales CRM with MailerLite Using Pabbly Connect

Learn how to automate the integration of Monday Sales CRM contacts to MailerLite subscribers using Pabbly Connect with this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the process of adding new contacts from Monday Sales CRM to MailerLite as subscribers, we start by accessing Pabbly Connect. First, create a free account on Pabbly Connect’s dashboard, where you can manage your workflows efficiently.

Once logged in, click on ‘Create Workflow’ to begin. Name your workflow, for instance, ‘Monday Sales CRM to MailerLite’. Select the appropriate folder in your Pabbly account to keep your workflows organized.

2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In your workflow, locate the trigger window and search for ‘Monday.com’. Choose it as the application and select the trigger event as ‘New Item in Board’. This event will activate the workflow whenever a new contact is added.

• Select ‘New Item in Board’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Integrate this URL into your Monday Sales CRM account.

After copying the webhook URL, navigate to your Monday Sales CRM. Click on the ‘Integrate’ button and select the ‘Webhooks’ option. Here, you will add the webhook URL to trigger the automation whenever a new contact is created.

3. Mapping Data from Monday CRM to Pabbly Connect

After successfully setting up the trigger, it’s time to test it by adding a new contact in Monday Sales CRM. For example, create a contact named ‘Test User’ with an email and other relevant details. Once added, this information will be sent to Pabbly Connect via the webhook.

In Pabbly Connect, you will see that it is now waiting for a webhook response. Once the new contact is created in Monday Sales CRM, the details will automatically populate in the trigger step of your workflow. You can verify that the information has been received correctly.

4. Setting Up MailerLite Action in Pabbly Connect

Now that the trigger is configured, the next step is to set up the action in Pabbly Connect. Search for ‘MailerLite’ in the action step and select it. Choose ‘Create or Update Subscriber’ as the action event. This allows you to add the new contact details received from Monday Sales CRM as a subscriber in MailerLite.

To connect your MailerLite account, you will need to enter your API token. You can find this token in your MailerLite account under the Integrations section. Generate a new token if you do not have one and copy it into Pabbly Connect to establish the connection.

• Enter the API token from MailerLite into Pabbly Connect.
• Map the email address from the Monday Sales CRM response to the subscriber email field.
• Set the subscriber status to active and choose the appropriate group.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will send the new subscriber details to MailerLite, confirming that everything is working as intended.

5. Testing the Integration Workflow

With the setup complete, it’s time to test the integration between Monday Sales CRM and MailerLite using Pabbly Connect. Add another new contact in your Monday Sales CRM, for example, ‘Dummy Contact’, and ensure all details are filled out correctly.

Once the contact is created, check your MailerLite account to confirm that this new subscriber has been added successfully. You should see the same details reflected in MailerLite, indicating that the automation is functioning perfectly.

By following these steps, you can automate the process of adding new contacts from Monday Sales CRM to MailerLite, saving you time and effort. You can also explore other integrations using Pabbly Connect to streamline your workflows further.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Monday Sales CRM contacts into MailerLite as subscribers. By setting up triggers and actions correctly, you can enhance your marketing efforts efficiently.