How to Create DEAR Inventory Customers for New Subscribers on Mailchimp Using Pabbly Connect

Learn how to integrate Mailchimp with DEAR Inventory to create customers for new subscribers using Pabbly Connect. Follow our step-by-step tutorial! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

The first step in integrating Mailchimp with DEAR Inventory is to access Pabbly Connect. Start by navigating to the Pabbly Connect website.

To access the platform, type the URL Pabbly.com/connect in your browser. Once on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on the sign-up option. Existing users can simply sign in to their accounts. After signing in, click on the ‘Access Now’ button for Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear asking for the workflow name.

Enter a name like ‘Mailchimp to DEAR Inventory Integration’ and click on ‘Create’. In this new window, you will see options for setting up a trigger and action. Select Mailchimp as the trigger application and choose the event ‘New Subscriber’. This event will initiate the workflow whenever a new subscriber is added.

3. Setting Up Mailchimp for Webhooks

Now, you need to configure Mailchimp to send data to Pabbly Connect. Once you select the trigger event, a webhook URL will be generated. Copy this URL as it will be used in Mailchimp to create a webhook.

Log in to your Mailchimp account and navigate to the ‘Audience’ page. Click on ‘Preferences’ and then select ‘Webhooks’. Here, click on ‘Create New Webhook’ and paste the copied webhook URL into the Callback URL field. Ensure to select the checkbox for subscribers and check all three options under ‘Only send updates when the change is made’ before clicking on ‘Save’.

4. Testing the Webhook and Creating a DEAR Customer

Once the webhook is created, you need to test it. Go back to Pabbly Connect and click on ‘Capture Response’. To do this, create a new subscriber in Mailchimp. Fill in the required details like first name, last name, and email address, and then click ‘Subscribe’.

After subscribing, you will see the API response in Pabbly Connect, confirming that the subscriber data has been received. Now, set the action application to DEAR Inventory and select ‘Create Customer’ as the action event. Connect your DEAR Inventory account by providing the necessary details such as account ID, application ID, and domain, which can be found in your DEAR Inventory settings.

• Copy the account ID from DEAR Inventory settings.
• Enter the application key and domain as required.
• Map the data received from Mailchimp to the fields required by DEAR Inventory.

Once all details are mapped, click on ‘Save and Send Test Request’. If successful, a new customer will be created in DEAR Inventory.

5. Verifying the Integration Success

After completing the setup, it’s essential to verify that the integration works correctly. Go to the dashboard of DEAR Inventory and check the ‘Customers’ section. You should see the newly created customer based on the subscriber information from Mailchimp.

To ensure everything is functioning, you can add another subscriber in Mailchimp and repeat the process. Refresh the DEAR Inventory dashboard to confirm that the new subscriber has been added as a customer. This verification step is crucial to ensure that Pabbly Connect is effectively automating the integration process.

Conclusion

This tutorial demonstrated how to create DEAR Inventory customers for new subscribers on Mailchimp using Pabbly Connect. By following these steps, you can automate your workflow efficiently, ensuring that every new subscriber is seamlessly added as a customer in DEAR Inventory. This integration enhances your business operations and improves customer management.