Integrate Zoho CRM with Mailchimp Using Pabbly Connect

Learn how to automatically add Mailchimp subscribers for new Zoho CRM leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM and Mailchimp Integration

To start integrating Zoho CRM with Mailchimp, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing into your account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to the dashboard and look for the ‘Create Workflow’ button located at the top right corner. Click it to initiate the integration process. This is where you will set up the connection between your applications using Pabbly Connect.

2. Setting Up the Trigger for New Leads in Zoho CRM

Now that you are in Pabbly Connect, you need to set up a trigger. Select ‘Zoho CRM’ as your trigger application. The trigger event you want to choose is ‘New Module Entry’. This option will activate the workflow whenever a new lead is created in Zoho CRM.

• Select Zoho CRM from the list of applications.
• Choose the trigger event: New Module Entry.
• Connect your Zoho account by entering your domain (e.g., zoho.com).

After connecting, select the module name as ‘Leads’ from the dropdown. This is essential because you want to capture new leads specifically. Once done, click ‘Save and Send Test Request’ to ensure everything is set up correctly.

3. Creating a Dummy Lead in Zoho CRM

To test the integration, you need to create a dummy lead in Zoho CRM. Head over to your Zoho CRM dashboard and click on the ‘Leads’ option. Here, you will find the ‘Create Lead’ button on the right-hand side.

• Fill in the lead details like name, email, and company.
• Click ‘Save’ to create the lead.
• Return to Pabbly Connect to check the captured response.

Once the lead is created, Pabbly Connect will capture the lead details, confirming a successful connection between Zoho CRM and Pabbly Connect. You should see all relevant information displayed, including the lead’s name and email address.

4. Configuring Action in Mailchimp with Pabbly Connect

Next, you will set up the action to add a subscriber in Mailchimp. Choose ‘Mailchimp’ as your action application and select ‘Add New Member with Custom Fields’ as the action event. This ensures that every new lead from Zoho CRM is added as a subscriber in Mailchimp.

Connect your Mailchimp account by entering your API key and data center. Map the lead’s email address, first name, and last name from Zoho CRM. Select the audience list where the subscriber will be added.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to complete the setup. This action will confirm that the lead has been successfully added as a subscriber in Mailchimp through Pabbly Connect.

5. Verifying Subscriber Addition in Mailchimp

Finally, it’s time to verify if the subscriber has been added in Mailchimp. Go to your Mailchimp dashboard and navigate to the ‘Audience’ section. Click on ‘All Contacts’ to view the list of subscribers.

Here, you should see the newly created lead from Zoho CRM listed as a subscriber. The details such as email address, first name, and last name will be visible, confirming that the integration via Pabbly Connect was successful.

Conclusion

In this tutorial, you learned how to integrate Zoho CRM with Mailchimp using Pabbly Connect. This automation allows you to streamline your marketing efforts by automatically adding new leads as subscribers in Mailchimp. With these simple steps, you can enhance your business efficiency and save time.