Wufoo
Pipedrive
Mailchimp
Gmail
zapier

An automated workflow using zapier

Connects Wufoo + Pipedrive + Mailchimp + Gmail

Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail

About this workflow template

This automation scenario allows you to connect Wufoo, Pipedrive, Mailchimp, and Gmail.

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.

Wufoo, Pipedrive, Mailchimp and Gmail can also be integrated using automation tools other than zapier:

Diagram

Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail
Workflow diagram: Wufoo + Pipedrive + Mailchimp + Gmail integration

How it works?

When this trigger fires in Wufoo

Wufoo

New Entry in Wufoo

Triggers when someone fills out your form.

Then these actions happen in Mailchimp, Gmail and Gmail

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

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.

Gmail

Send Email in Gmail

Create and send a new email message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail.

Part I

Configure Applications

First, we need to connect Wufoo, Pipedrive, Mailchimp and Gmail to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Wufoo to Zapier.

    Connect Wufoo to Zapier.

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

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

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

  • Connect Mailchimp to Zapier.

    Connect Mailchimp to Zapier.

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

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail 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 Wufoo

    Set up a Trigger action for Wufoo

    Choose the following trigger: New Entry (Triggers when someone fills out your form.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

  • Then set up another Action for Mailchimp

    Then set up another 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.).

  • Then set up another Action for Gmail

    Then set up another Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

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 Wufoo, Pipedrive, Mailchimp and Gmail.

  • 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 Add new Wufoo submissions to Pipedrive as deals, add contact to a Mailchimp list, and send personalized Gmail!

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Supported triggers and actions

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    New email matching search

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  • Gmail

    New labeled email

    Triggers when you label an email.

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  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

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  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

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    New starred email

    Triggers when you receive a new email and star it within two days.

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  • Mailchimp

    Add/update subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

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  • Mailchimp

    Create deal

    Creates a new deal.

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  • Mailchimp

    Create person

    Creates a new person.

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  • Mailchimp

    Add subscriber to tag

    Add an email address to a tag within an audience. Note: the email address , or this will fail.

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  • Mailchimp

    Add/update a subscriber

    Adds an email address to a subscriber list.

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  • Mailchimp

    Unsubscribe or delete contact action

    Unsubscribe or delete a contact by email address within an audience.

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