This automation scenario allows you to connect Vtiger CRM and Mailchimp
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
Vtiger CRM and Mailchimp can also be integrated using automation tools other than zapier:
When this trigger fires in Vtiger CRM
Triggers when a new Lead 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 subscribers to Mailchimp for new leads on Vtiger CRM.
Part I
First, we need to connect Vtiger CRM and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Vtiger CRM to Zapier.
Give Zapier access to your Vtiger CRM account, using Vtiger CRM 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 Vtiger CRM
Choose the following trigger: New Lead (Triggers when a new Lead 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 Vtiger 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 Add subscribers to Mailchimp for new leads on Vtiger CRM!
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 or updates lead.
Creates or updates contact.
Creates or updates opportunity.
Creates a new record.
Create a new Event in Vtiger.
Creates a new Case.
Vtiger CRM alternatives
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.