How to Integrate OfficeRnD Members with Mailchimp Using Pabbly Connect

Learn how to seamlessly add OfficeRnD members to Mailchimp using Pabbly Connect with this step-by-step tutorial. 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. Access Pabbly Connect for Integration

To begin adding OfficeRnD members to Mailchimp, first access Pabbly Connect. Start by visiting the official Pabbly website and logging in. If you are a new user, click on the ‘Sign Up Free’ button to create an account, which takes just two minutes. Once logged in, you will find yourself on the Pabbly Connect dashboard.

Next, to create a new workflow, click on the plus sign to initiate a new integration. In the workflow setup, name your workflow something like ‘Add OfficeRnD Members to Mailchimp’. This name helps in identifying the workflow later. After naming your workflow, click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. The trigger application is OfficeRnD, and the trigger event is ‘New Member’. Select OfficeRnD from the application list and choose ‘New Member’ as the trigger event. You will then see a webhook URL generated by Pabbly Connect.

• Copy the webhook URL provided.
• Log in to your OfficeRnD account and navigate to the ‘Settings’ section.
• Under ‘Developer Tools’, find and click on ‘Webhooks’.
• Click ‘Add Endpoint’ and paste the copied webhook URL.
• Set the description for the webhook and select the event as ‘Member Created’.

After adding the endpoint, click on ‘Add’ to save the webhook. Now, return to Pabbly Connect to test the webhook. It should be waiting for a response from OfficeRnD.

3. Creating a New Member in OfficeRnD

Now it’s time to create a new member in OfficeRnD, which will trigger the webhook. Go to the ‘Community’ section in OfficeRnD and click on ‘Members’. Click on ‘Add Member’ to enter the member’s details. Fill in the required fields such as Full Name, Company Name, and Email Address.

• Full Name: Demo Member
• Company Name: Confab
• Email Address: [email protected]

After entering the details, click on ‘Add Member’. This action will send the member’s information to Pabbly Connect through the webhook you set up earlier. Check back in Pabbly Connect to see if the response has been received successfully.

4. Adding the Member to Mailchimp via Pabbly Connect

After successfully capturing the member details in Pabbly Connect, the next step is to add this member to your Mailchimp account. In the action section, select Mailchimp as the application and choose ‘Add New Member with Custom Fields’ as the action event. Click on ‘Connect’ to link your Mailchimp account to Pabbly Connect.

To establish this connection, you will need to provide your Mailchimp API key and data center. You can find your API key by logging into Mailchimp, clicking on your profile picture, selecting ‘Extras’, and then ‘API Keys’. Copy the API key and paste it into Pabbly Connect. For the data center, find it in your Mailchimp account URL (e.g., US19) and enter it as well.

5. Finalizing the Integration

With the Mailchimp account connected, select the audience list where you want to add the new member. Map the details from the trigger response, such as email address, first name, and last name. To split the full name into first and last names, use the ‘Text Formatter’ action in Pabbly Connect to format the name accordingly.

Finally, test the integration by saving and sending a test request. Check your Mailchimp account to confirm that the new member appears in your subscriber list with the designated tags. This process demonstrates how Pabbly Connect seamlessly integrates OfficeRnD members into Mailchimp automatically.

Conclusion

In this tutorial, we explored how to effectively use Pabbly Connect to integrate OfficeRnD members with Mailchimp. By following the steps outlined, you can automate the process of adding new members to your Mailchimp subscriber list, ensuring efficient communication and management. With Pabbly Connect, you can streamline your workflows and enhance productivity across various applications.