Integrate Zoho CRM Leads to Mailchimp with Pabbly Connect

Learn how to seamlessly integrate Zoho CRM leads to Mailchimp as subscribers using Pabbly Connect. Follow our detailed step-by-step tutorial. 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 start the integration process, first, you need to access Pabbly Connect. This platform allows you to connect Zoho CRM with Mailchimp seamlessly. Begin by visiting the Pabbly website and clicking on the ‘Products’ menu, then select ‘Pabbly Connect’.

Once on the Pabbly Connect landing page, sign in to your account. If you are a new user, you can sign up for free. After signing in, click on the ‘Connect’ option to access the workflow dashboard where you will create the integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Zoho CRM to Mailchimp’. This name helps in identifying the workflow later.

• Click on ‘Create’ to open the workflow editor.
• You will see two windows: a trigger window and an action window.
• The trigger window is where you select Zoho CRM as the trigger application.

This setup indicates that whenever a new lead is created in Zoho CRM, it will trigger an action in Mailchimp to add that lead as a subscriber. This is the core functionality of Pabbly Connect that automates the process.

3. Configuring Zoho CRM in Pabbly Connect

In the trigger window, select ‘Zoho CRM’ and then choose the trigger event ‘New Module Entry’. This indicates that the workflow will activate when a new lead is added to your Zoho CRM. After selecting the trigger, connect your Zoho CRM account to Pabbly Connect.

To connect, click on the ‘Connect’ button and enter your Zoho CRM domain. You will be prompted to grant access to Pabbly Connect. Once connected, select the module as ‘Leads’, which will capture new leads from your CRM.

4. Adding Leads to Mailchimp via Pabbly Connect

Next, you will set up the action application, which is Mailchimp. In the action window, select Mailchimp and choose the action event ‘Add New Member’. This means that once a lead is captured from Zoho CRM, it will automatically be added as a subscriber in Mailchimp.

To connect Mailchimp, click on the ‘Connect’ button and provide your Mailchimp API key and data center. You can find these details in your Mailchimp account settings under the API keys section. This connection is crucial for Pabbly Connect to send data to Mailchimp.

• Select the audience list in Mailchimp where the leads will be added.
• Map the fields such as first name, last name, email address, and phone number from Zoho CRM to Mailchimp.
• Set the subscriber status to ‘subscribed’.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. This will send a test lead from Zoho CRM to Mailchimp, allowing you to verify the integration works correctly.

5. Verifying the Integration Between Zoho CRM and Mailchimp

After sending the test request, check your Mailchimp account to verify that the lead has been added as a subscriber. Refresh the page in Mailchimp to see the new subscriber listed with the details you provided.

By using Pabbly Connect, you have successfully integrated Zoho CRM with Mailchimp. This means every time a new lead is created in Zoho CRM, it will automatically be added to your Mailchimp audience, streamlining your marketing efforts.

In summary, you have learned how to use Pabbly Connect to automate the process of adding new leads from Zoho CRM to Mailchimp. This integration not only saves time but also ensures that your marketing lists are always up to date.

Conclusion

In this tutorial, we explored how to effectively use Pabbly Connect to integrate Zoho CRM leads into Mailchimp as subscribers. This automation simplifies data management and enhances marketing efficiency.