Agile CRM
Mailchimp
zapier

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.

Agile CRM and Mailchimp can also be integrated using automation tools other than zapier:

Diagram

Turn new contacts in Agile CRM into Mailchimp subscribers
Workflow diagram: Agile CRM + Mailchimp integration

How it works?

When this trigger fires in Agile CRM

Agile CRM

New Contact in Agile CRM

Triggers when a new contact is add in AgileCRM.

Then this action happens in Mailchimp

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.

    Create Zapier account if you don't have one.

  • Connect Agile CRM to Zapier.

    Connect Agile CRM to Zapier.

    Give Zapier access to your Agile CRM account, using Agile CRM credentials.

  • Connect Mailchimp to Zapier.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Mailchimp

    New subscriber

    Triggers when a new subscriber is added to an audience.

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    triggerbyzapieriftttautomateiopabbly-connect
  • Mailchimp

    New campaign

    Triggers when a new campaign is created or sent.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • Mailchimp

    New subscriber in segment or tag

    Triggers when a subscriber is added to a segment or tag within an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New or updated subscriber

    Triggers when a subscriber is added or updated in an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New unsubscriber

    Triggers when any current subscriber unsubscribes from an audience.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

    Triggers when a new customer is added to a selected store.

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    triggerbyzapierautomateiopipedream
  • Agile CRM

    Create contact

    Creates New Contact in the Agile CRM.

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    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create 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.

    zapier
    actionbyzapier
  • Agile CRM

    Create deal

    Create a deal in the Agile CRM.

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    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Add note

    Add a Note to the Contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Agile CRM

    Add tag to contact

    Add Tag to a Contact in the Agile CRM.

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    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create a contact

    Creates a new contact.

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    actionbyintegromat

Apps you need

Mailchimp

Mailchimp

Email Marketing

Email and marketing platform targeted for small Business

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

Zapier

Automation Platforms

No-code automation service

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.