Zoho CRM
Mailchimp
automateio

An automated workflow using automateio

Connects Zoho CRM + Mailchimp

Save new Zoho CRM contacts as Mailchimp subscribers

About this workflow template

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.

Zoho CRM and Mailchimp can also be integrated using automation tools other than automateio:

Diagram

Save new Zoho CRM contacts as Mailchimp subscribers
Workflow diagram: Zoho CRM + Mailchimp integration

How it works?

When this trigger fires in Zoho CRM

Zoho CRM

New Contact in Zoho CRM

Triggers when a new Contact is Created

Then this action happens in Mailchimp

Mailchimp

Add or Update a Subscriber in Mailchimp

Adds or Updates a Subscriber to a specified List/Audience

How to set up this workflow

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

Configure Applications

First, we need to connect Zoho CRM and Mailchimp to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Zoho CRM to Automateio.

    Connect Zoho CRM to Automateio.

    Give Automateio access to your Zoho CRM account, using Zoho CRM credentials.

  • Connect Mailchimp to Automateio.

    Connect Mailchimp to Automateio.

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

Part II

Build an integration workflow

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

    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

    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

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 Zoho CRM and Mailchimp.

  • 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 Save new Zoho CRM contacts as Mailchimp subscribers!

Supported triggers and actions

  • Mailchimp

    New subscriber

    Triggers when a new subscriber is added to an audience.

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  • Mailchimp

    New campaign

    Triggers when a new campaign is created or sent.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Mailchimp

    New subscriber in segment or tag

    Triggers when a subscriber is added to a segment or tag within an audience.

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    triggerbyzapier
  • Mailchimp

    New or updated subscriber

    Triggers when a subscriber is added or updated in an audience.

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    triggerbyzapier
  • Mailchimp

    New unsubscriber

    Triggers when any current subscriber unsubscribes from an audience.

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    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

    Triggers when a new customer is added to a selected store.

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    triggerbyzapierautomateiopipedream
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

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    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

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    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

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    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

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    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

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    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

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    actionbyzapier

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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

Mailchimp

Email Marketing

Email and marketing platform targeted for small Business

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.

Automateio

Automateio

Automation Platforms

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.