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.
Categories
PipelineDeals and Mandrill can also be integrated using automation tools other than zapier:
When this trigger fires in PipelineDeals
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Then this action happens in Mandrill
Send an email via a template.
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
First, we need to connect PipelineDeals and Mandrill to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect PipelineDeals to Zapier.
Give Zapier access to your PipelineDeals account, using PipelineDeals credentials.
Connect Mandrill to Zapier.
Give Zapier access to your Mandrill account, using Mandrill 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 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
Choose this action: Send Template (Send an email via a template.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between PipelineDeals and Mandrill.
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!
Catch and trigger off of any webhook that Mandrill sends.
List all subaccounts.
List all tags.
Pings Mandrill (not really a trigger, but used for testing).
Triggers when a new template is added.
Message is sent
Creates a new person in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
PipelineDeals alternatives
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