Seamless Zoho Mailchimp Integration Using Pabbly Connect

Learn how to integrate Zoho CRM with Mailchimp using Pabbly Connect. This detailed tutorial covers each step to add new leads as subscribers effortlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect for Zoho and Mailchimp Integration

In this tutorial, we will explore how to use Pabbly Connect to automatically add new leads from Zoho CRM to Mailchimp as subscribers. This process streamlines your workflow and saves time.

To get started, you will need to access Pabbly Connect. This platform allows seamless integration between various applications, including Zoho CRM and Mailchimp, without any coding knowledge required.

Creating a Lead in Zoho CRM

The first step is to create a lead in Zoho CRM. Open your Zoho CRM dashboard and navigate to the Leads section. Here, you will fill in the necessary details for your new lead.

For example, enter the following details:

• First Name: Parker
• Last Name: Devin
• Company Name: Example Corp
• Title: Director
• Mobile Number: 1234567890
• Email: [email protected]

Once you have entered the details, click on the ‘Save’ button to create the lead. This lead will now be monitored by Pabbly Connect for integration with Mailchimp.

Setting Up Pabbly Connect for Integration

Next, you will set up Pabbly Connect to facilitate the integration between Zoho CRM and Mailchimp. Log in to your Pabbly Connect account and create a new workflow.

Name your workflow something recognizable, like ‘Zoho CRM to Mailchimp’. You will see two windows: the Trigger window and the Action window. In the Trigger window, select ‘Zoho CRM’ as your trigger application and choose ‘New Module Entry’ as the trigger event.

Click on the ‘Connect’ button to establish a connection with Zoho CRM. You will need to provide your Zoho domain name and grant Pabbly Connect access to your CRM. This connection allows Pabbly Connect to retrieve lead data from Zoho CRM.

Mapping Data to Mailchimp Using Pabbly Connect

After establishing the connection, the next step is to map the lead data to Mailchimp. In the Action window of Pabbly Connect, select ‘Mailchimp’ as your action application and choose ‘Add New Member’ as the action event.

To connect Mailchimp, click on ‘Connect’ and enter your Mailchimp API key and data center. You can find your API key in the Mailchimp account settings under Extras > API Keys. After entering this information, click ‘Save’.

Now, fill in the required fields for the Mailchimp subscriber, such as:

• First Name
• Last Name
• Email Address
• Phone Number

After mapping all fields, click on ‘Save and Send Test Request’ to check if the integration works. If successful, your lead will now appear as a subscriber in Mailchimp.

Testing the Integration Success

To ensure the integration is functioning correctly, refresh your Mailchimp dashboard. You should see the newly added subscriber with the details you entered in Zoho CRM.

If everything is set up correctly, the lead you created in Zoho CRM should now appear in Mailchimp as a new subscriber. This confirms that Pabbly Connect has successfully facilitated the integration between the two applications.

In summary, by following these steps, you have automated the process of adding new leads from Zoho CRM to Mailchimp using Pabbly Connect. This integration saves time and ensures your subscriber list is always up to date.

Conclusion

In conclusion, using Pabbly Connect to integrate Zoho CRM with Mailchimp allows you to automate adding new leads as subscribers effortlessly. This process enhances your marketing efforts and improves efficiency.