An automated workflow using zapier
Connects Agile CRM + Mailchimp
Turn new contacts in Agile CRM into Mailchimp subscribers
About this workflow template
This automation scenario allows you to connect Agile CRM and Mailchimp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Agile CRM and Mailchimp can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Agile CRM
New Contact in Agile CRM
Triggers when a new contact is add in AgileCRM.
Then this action happens in Mailchimp
Add/Update Subscriber in Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Turn new contacts in Agile CRM into Mailchimp subscribers.
Part I
Configure Applications
First, we need to connect Agile CRM and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Agile CRM to Zapier.
Give Zapier access to your Agile CRM account, using Agile CRM credentials.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Agile CRM
Choose the following trigger: New Contact (Triggers when a new contact is add in AgileCRM.).
Then set up an Action for Mailchimp
Choose this action: Add/Update Subscriber (Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Agile CRM and Mailchimp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Turn new contacts in Agile CRM into Mailchimp subscribers!
Related Automation Templates
Supported triggers and actions
New subscriber
Triggers when a new subscriber is added to an audience.
triggerbyzapieriftttautomateiopabbly-connectNew campaign
Triggers when a new campaign is created or sent.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew subscriber in segment or tag
Triggers when a subscriber is added to a segment or tag within an audience.
triggerbyzapierNew or updated subscriber
Triggers when a subscriber is added or updated in an audience.
triggerbyzapierNew unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
triggerbyzapierpabbly-connectNew customer
Triggers when a new customer is added to a selected store.
triggerbyzapierautomateiopipedream
Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
Creates a new contact.
actionbyintegromat
Apps you need
Mailchimp is an all-in-one marketing platform that helps you design email newsletters, automate campaigns, track results and more. Grow your business smarter, faster and easier with Mailchimp.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
