How to Sync Zoho CRM Leads with Mailchimp Using Pabbly Connect

Learn to sync Zoho CRM leads with Mailchimp for real-time campaigns using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin syncing Zoho CRM leads with Mailchimp, first, access Pabbly Connect by navigating to the official website. Once there, you can sign in or create a new account if you’re a first-time user. This platform is essential for automating the workflow between Zoho CRM and Mailchimp.

After signing in, you will be directed to the Pabbly dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation process that will enable real-time syncing of leads from Zoho CRM to Mailchimp.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow specifically for syncing leads. Start by naming your workflow as ‘Sync Zoho CRM Leads with Mailchimp for Real-Time Campaigns’ and selecting a suitable folder for organization. This will help you manage your workflows effectively within Pabbly Connect.

• Click on the ‘Create’ button to initiate the workflow.
• Choose ‘Zoho CRM’ as your trigger application.
• Select ‘New Module Entry’ as the trigger event.

Once you have set the trigger, you will see the option to connect to your Zoho CRM account. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to access your Zoho CRM data. This step is crucial for enabling the integration process.

3. Setting Up Zoho CRM in Pabbly Connect

After connecting to Zoho CRM, you need to specify which module to track. Select ‘Leads’ as the module from which you want to pull data. This tells Pabbly Connect to monitor new leads created in your Zoho CRM account.

Next, click on ‘Save and Send Test Request’ to capture a sample lead. This is important to ensure that the connection is working correctly. After submitting a lead in your Zoho CRM account, check Pabbly Connect to see if the lead data is captured successfully.

• Ensure that the lead submission includes all necessary fields like name, email, and phone number.
• Check for a successful response in Pabbly Connect indicating the lead has been captured.

This validation step confirms that your integration is functioning as intended and prepares you for the next phase of the workflow.

4. Integrating Mailchimp with Pabbly Connect

With Zoho CRM set up, the next step is to add Mailchimp as the action application in your workflow. Choose ‘Mailchimp’ and select ‘Add New Member with Custom Field’ as the action event. This action will allow you to create a new subscriber in Mailchimp whenever a new lead is added in Zoho CRM.

To establish the connection, you will need to enter your Mailchimp API key and data center. Retrieve the API key from your Mailchimp account under ‘Profile’ > ‘Extras’ > ‘API Keys’. This information is crucial for Pabbly Connect to communicate with your Mailchimp account.

Generate a new API key if you don’t have one. Copy the data center from your Mailchimp URL.

Once the connection is established, you can map the fields from the Zoho CRM lead to the corresponding fields in Mailchimp. This ensures that all relevant lead information is transferred accurately.

5. Testing the Integration between Zoho CRM and Mailchimp

After mapping all necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ to execute the workflow. This step will send the lead data from Zoho CRM to Mailchimp, creating a new subscriber in your Mailchimp account.

Check your Mailchimp account to confirm that the new lead has been added successfully. You should see the lead’s name, email, and other details reflecting accurately in Mailchimp. This successful transfer of data demonstrates the effectiveness of using Pabbly Connect for your integration needs.

In summary, this process showcases how to automate the flow of leads from Zoho CRM to Mailchimp using Pabbly Connect, ensuring that your marketing campaigns are always up-to-date with the latest leads.

Conclusion

In this tutorial, we explored how to sync Zoho CRM leads with Mailchimp using Pabbly Connect. By following these steps, you can automate your lead management process and enhance your marketing campaigns effectively.