This automation scenario allows you to connect Zoho CRM and Mailchimp
It can be build using Automateio, a no-code workflow automation tool. Automateio 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
Zoho CRM and Mailchimp can also be integrated using automation tools other than automateio:
When this trigger fires in Zoho CRM
Triggers when a new Contact is Created
Then this action happens in Mailchimp
Adds or Updates a Subscriber to a specified List/Audience
This guide contains information on how to set up an automatic workflow that allows to Save new Zoho CRM contacts as Mailchimp subscribers.
Part I
First, we need to connect Zoho CRM and Mailchimp to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Zoho CRM to Automateio.
Give Automateio access to your Zoho CRM account, using Zoho CRM credentials.
Connect Mailchimp to Automateio.
Give Automateio 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 Automateio.
Set up a Trigger action for Zoho CRM
Choose the following trigger: New Contact (Triggers when a new Contact is Created).
Then set up an Action for Mailchimp
Choose this action: Add or Update a Subscriber (Adds or Updates a Subscriber to a specified List/Audience).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho 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 Save new Zoho CRM contacts as Mailchimp 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 entry in a module
Create or update module entries
Update existing entry in the selected module
Creates a new object.
Add new tag to existing module entries
Finds an entry in a module
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
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.
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.