PipelineDeals
Mandrill
zapier

An automated workflow using zapier

Connects PipelineDeals + Mandrill

Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM

About this workflow template

This automation scenario allows you to connect PipelineDeals and Mandrill

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

PipelineDeals and Mandrill can also be integrated using automation tools other than zapier:

Diagram

Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM
Workflow diagram: PipelineDeals + Mandrill integration

How it works?

When this trigger fires in PipelineDeals

PipelineDeals

Moved Deal in PipelineDeals

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

Then this action happens in Mandrill

Mandrill

Send Template in Mandrill

Send an email via a template.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM.

Part I

Configure Applications

First, we need to connect PipelineDeals and Mandrill to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect PipelineDeals to Zapier.

    Connect PipelineDeals to Zapier.

    Give Zapier access to your PipelineDeals account, using PipelineDeals credentials.

  • Connect Mandrill to Zapier.

    Connect Mandrill to Zapier.

    Give Zapier access to your Mandrill account, using Mandrill 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 PipelineDeals

    Set up a Trigger action for PipelineDeals

    Choose the following trigger: Moved Deal (Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.).

  • Then set up an Action for Mandrill

    Then set up an Action for Mandrill

    Choose this action: Send Template (Send an email via a template.).

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 PipelineDeals and Mandrill.

  • 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 Send Mailchimp Transactional emails from templates for moved deals on Pipeline CRM!

Supported triggers and actions

  • Mandrill

    New catch hook

    Catch and trigger off of any webhook that Mandrill sends.

    zapier
    triggerbyzapier
  • Mandrill

    List subaccounts

    List all subaccounts.

    zapier
    triggerbyzapier
  • Mandrill

    List tags

    List all tags.

    zapier
    triggerbyzapier
  • Mandrill

    Ping

    Pings Mandrill (not really a trigger, but used for testing).

    zapier
    triggerbyzapier
  • Mandrill

    New template

    Triggers when a new template is added.

    zapier
    triggerbyzapier
  • Mandrill

    Message is sent

    Message is sent

    integrately
    triggerbyintegrately
  • PipelineDeals

    Create person

    Creates a new person in your PipelineDeals account.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PipelineDeals

    Create deal

    Creates a new deal in your PipelineDeals account.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PipelineDeals

    Create activity

    Creates a new activity associated to an existing person, company or deal.

    zapierpabbly-connectpipedream
    actionbyzapierpabbly-connectpipedream
  • PipelineDeals

    Create company

    Creates a new company in your PipelineDeals account.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PipelineDeals

    Update company

    Updates an existing company in your PipelineDeals account.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PipelineDeals

    Create task

    Creates a new calendar task in your PipelineDeals account.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream

Apps you need

Zapier

Zapier

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