This automation scenario allows you to connect Pipedrive 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
Pipedrive and Mailchimp can also be integrated using automation tools other than zapier:
When this trigger fires in Pipedrive
Triggers when a new person is created.
Then this action happens in Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive people to Mailchimp as subscribers.
Part I
First, we need to connect Pipedrive and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Pipedrive
Choose the following trigger: New Person (Triggers when a new person is created.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive 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 Add new Pipedrive people to Mailchimp as subscribers!
Triggers when a new subscriber is added to an audience.
Triggers when a new campaign is created or sent.
Triggers when a subscriber is added to a segment or tag within an audience.
Triggers when a subscriber is added or updated in an audience.
Triggers when any current subscriber unsubscribes from an audience.
Triggers when a new customer is added to a selected store.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Pipedrive alternatives
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