Integrating Monday Sales CRM with MailerLite Using Pabbly Connect

Learn how to integrate Monday Sales CRM with MailerLite as a subscriber using Pabbly Connect. Follow this detailed tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Monday Sales CRM with MailerLite, start by accessing Pabbly Connect. This powerful automation platform allows you to streamline your workflows effectively. To begin, create a free account on Pabbly Connect and log in to your dashboard.

Once you are on the Pabbly Connect dashboard, click on ‘Create Workflow’ to set up a new integration. Name your workflow, for example, ‘Monday Sales CRM to MailerLite’, and select the appropriate folder for your account. This setup will enable you to automate the process of adding new contacts from Monday Sales CRM to MailerLite.

2. Creating the Trigger in Pabbly Connect

In this step, you will create a trigger that activates whenever a new contact is added to your Monday Sales CRM. In the trigger window of Pabbly Connect, select Monday.com as the app and choose the trigger event ‘New Item in Board’. This event will notify Pabbly Connect whenever a new contact is created.

• Choose Monday.com as the application.
• Select the trigger event ‘New Item in Board’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Monday Sales CRM account and navigate to the integration settings. Click on the ‘Integrate’ button, select ‘Webhooks’, and choose the option ‘When an item is created, send a Webhook’. Paste the webhook URL you copied from Pabbly Connect. This connection will ensure that every new contact created in Monday.com is sent to Pabbly Connect for further processing.

3. Adding MailerLite Action in Pabbly Connect

After setting up the trigger, the next step is to configure the action that will send the contact details to MailerLite. In the action window of Pabbly Connect, search for MailerLite and select it as the app. Choose the action event ‘Create or Update Subscriber’. This will allow you to add the new contact as a subscriber in MailerLite.

To connect your MailerLite account, you will need an API token. Access your MailerLite dashboard, go to the integrations section, and generate a new API token. Once you have the token, return to Pabbly Connect and paste it into the connection settings. This will establish a secure link between Pabbly Connect and MailerLite.

• Select MailerLite as the application.
• Choose the action event ‘Create or Update Subscriber’.
• Enter your MailerLite API token to connect.

Once connected, map the fields from the Monday Sales CRM trigger to the MailerLite action. This includes the subscriber’s email, name, company, and any other relevant information. After completing the mapping, save your changes and test the connection to ensure everything works as expected.

4. Testing the Integration with Pabbly Connect

With both the trigger and action configured, it’s time to test the integration. In your Monday Sales CRM, create a new contact with the necessary details such as name, email, and company. As soon as you click ‘Create Contact’, the information should be sent to Pabbly Connect automatically.

Check the Pabbly Connect dashboard to verify that the new contact details have been received. If the integration is set up correctly, you will see the contact’s information displayed in Pabbly Connect. This confirms that the trigger is functioning properly and that the data is flowing through the integration.

Create a new contact in Monday Sales CRM. Verify that the contact details appear in Pabbly Connect. Check MailerLite to confirm the subscriber has been added.

After confirming the contact has been added to MailerLite, you can be assured that your automation is working perfectly. This seamless integration between Monday Sales CRM and MailerLite is now fully operational through Pabbly Connect.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we demonstrated how to integrate Monday Sales CRM with MailerLite using Pabbly Connect. By following these steps, you can automate the process of adding new contacts as subscribers in MailerLite, enhancing your marketing efforts. The integration ensures that your customer data is synchronized efficiently, saving you time and effort.

Utilizing Pabbly Connect for this automation not only simplifies your workflow but also allows you to focus on growing your business. Start automating today and experience the benefits of seamless integration!