Integrating Salesmate Contact with Mailchimp Using Pabbly Connect

Learn how to create a Mailchimp subscriber from Salesmate Contact using Pabbly Connect. Follow this detailed step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create a Mailchimp subscriber from Salesmate Contact, we will use Pabbly Connect. First, access Pabbly Connect by visiting the website and signing in with your credentials. New users can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard. Create a new folder for organizing your workflow by clicking on the folder icon and naming it ‘Salesmate to Mailchimp.’ Then, click on ‘Create Workflow’ to begin.

2. Creating the Workflow in Pabbly Connect

In this step, we will set up the workflow that connects Salesmate and Mailchimp through Pabbly Connect. Name the workflow ‘Create Mailchimp Subscriber from Salesmate Contact’ and select the previously created folder.

• Select Salesmate as the trigger application.
• Choose the trigger event ‘New Contact’.
• Copy the provided webhook URL for use in Salesmate.

After copying the webhook URL, log into your Salesmate account. Navigate to the setup and select ‘Workflow Management’ to create a new rule that will send data to Pabbly Connect.

3. Configuring Salesmate Workflow for Pabbly Connect

Next, we will configure the Salesmate workflow to trigger the webhook URL from Pabbly Connect. Create a new rule and name it appropriately. Set the execution condition to ‘Create’ to trigger when a new contact is added.

In the actions section, add a webhook call. Name it and set the method to POST. Paste the copied webhook URL from Pabbly Connect. For the body, select form data and map the necessary fields like name, mobile number, and email address.

• Key: Name, Value: Merge field as Name
• Key: Mobile, Value: Mobile
• Key: Email, Value: Email

After saving the rule, create a test contact in Salesmate to ensure the data is sent to Pabbly Connect.

4. Setting Up Mailchimp Integration in Pabbly Connect

With the Salesmate workflow configured, we will now set up the Mailchimp integration in Pabbly Connect. Select Mailchimp as the action application and choose the event ‘Add New Member with Custom Fields’.

To connect your Mailchimp account, you will need the API key and data center. Generate a new API key in Mailchimp by navigating to your profile and selecting ‘Extras’. Copy the API key and paste it into Pabbly Connect. Also, enter the data center details to establish the connection.

Enter the Email Address from the Salesmate response. Map the First Name and Last Name from the Salesmate data. Leave tags and interest groups empty unless needed.

After mapping the fields, save the configuration. This completes the setup for creating Mailchimp subscribers from Salesmate contacts using Pabbly Connect.

5. Testing and Verifying the Integration

To verify that the integration works correctly, create a test contact in Salesmate. After saving the contact, return to Pabbly Connect to check for a response indicating successful data transfer.

If done correctly, you should see the contact details reflected in the response. Finally, log into your Mailchimp account to confirm that the subscriber has been added successfully.

By following these steps, you can seamlessly integrate Salesmate Contact with Mailchimp using Pabbly Connect. This integration automates the process of adding new subscribers, enhancing your marketing efforts.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create a Mailchimp subscriber from Salesmate Contact. By following the outlined steps, you can automate your subscriber management efficiently.