How to Add Clientjoy CRM Leads as Subscribers in Mailchimp Using Pabbly Connect

Learn how to integrate Clientjoy CRM with Mailchimp using Pabbly Connect. This step-by-step tutorial guides you through the process of adding leads as subscribers. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Clientjoy CRM with Mailchimp, you first need to access Pabbly Connect. Begin by navigating to the Pabbly website at Pabbly.com.

Once there, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Returning users can simply log in via the ‘Sign In’ option, allowing you to access Pabbly Connect and begin the integration process.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow by clicking on the plus sign.

Assign a name to your workflow, such as ‘Clientjoy to Mailchimp Integration’. This name can be customized based on your preferences. Once named, click on the ‘Create’ button to proceed. You will now see options for setting a trigger and an action.

• Click on the trigger window and select Clientjoy as the application.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and then ‘Add New Connection’.

After setting up the connection, select your workspace name in Clientjoy and click on ‘Save and Send Test Request’ to capture the response.

3. Capturing Lead Details from Clientjoy

To test the integration, you will need to create a new lead in your Clientjoy account. Navigate to the sales section, and click on ‘Leads’. From there, click on the plus sign to add a new lead.

Fill in the lead details such as name, email address, phone number, company name, and deal information. For instance, you might enter ‘Demo Lead’ as the name, ‘[email protected]’ as the email, and other relevant details. Once all information is filled, click ‘Save’ to create the lead.

• Ensure all fields are correctly filled out.
• The lead’s details will be captured by Pabbly Connect.

Once saved, return to Pabbly Connect, where you will see the response from Clientjoy, confirming that the lead details have been successfully captured.

4. Adding Subscribers to Mailchimp via Pabbly Connect

Now that the lead details are captured, you need to integrate Mailchimp with Pabbly Connect. Scroll down to the action window and select Mailchimp as the application.

Choose the action event ‘Add New Member with Custom Fields’. Click on ‘Connect’ and then ‘Add New Connection’. Here, you will need to enter your Mailchimp API key and data center information.

Find your API key in Mailchimp under ‘Profile’ > ‘Extras’ > ‘API Keys’. Enter the data center from your Mailchimp account URL.

Once connected, select your audience list in Mailchimp where the new subscriber will be added. Then, map the lead details captured from Clientjoy to the appropriate fields in Mailchimp, such as email address, first name, and last name.

5. Testing and Finalizing Your Integration

After mapping the details, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new subscriber has been added to your Mailchimp account.

To verify, navigate to the ‘All Contacts’ section in Mailchimp and check for the newly added subscriber. The subscriber should reflect the details you entered for the lead in Clientjoy.

Ensure that the subscriber’s status is set to ‘subscribed’. Confirm that all details match what was entered in Clientjoy.

Finally, save your workflow in Pabbly Connect. This setup is now automated, meaning every time a new lead is added in Clientjoy, it will automatically create a subscriber in Mailchimp.

Conclusion

Integrating Clientjoy CRM with Mailchimp using Pabbly Connect allows for seamless management of leads and subscribers. By following these detailed steps, you can automate your lead generation process effectively.