CRM and Mailchimp for process automation Instantly

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Create your first workflow
Quickly automate workflows with Agile CRM and Mailchimp using Zapier’s templates.

How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be “new Facebook lead.

A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be “new Facebook lead.

And that’s it! You’ve just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Connect Agile CRM and Mailchimp to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Connect your tools and unlock the power of automation
With Zapier’s 6,000 integrations, you can unify your tools within a connected system to improve your team’s efficiency and deepen their impact.

Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Zapier’s blog offers the low-down on automating Mailchimp

How to integrate Mailchimp with WordPress
WordPress is one of the most popular website platforms out there. And that’s not an overstatement—as of 2021, 40% of the web runs on WordPress. If you have a website or blog, chances are you’ve built it using WordPress.

Folks love WordPress because it allows you to publish new content easily. But that can quickly become a problem: You have all this fresh content, but it’s just sitting on your site. In theory, you could use an email marketing tool like Mailchimp to send new content out to your audience or add new WordPress users to an email marketing campaign so you can nurture them. But doing that all by hand doesn’t scale—especially when you’re publishing a high volume of content.

Instead, you can connect Mailchimp and WordPress to automate work between them. By connecting the two apps, you can spend more time creating and publishing great content and less time figuring out how to share it.

New to Zapier? It’s workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Popular ways to integrate WordPress with Mailchimp
Not sure where to start connecting WordPress and Mailchimp? Try setting up a Zap—Zapier’s automated workflows. We have pre-made Zap templates that make getting started easy.

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Post new Mailchimp campaigns on WordPress
Recently launched a new campaign and want to share it with the world? This Zap will automatically create a new post on WordPress for each new campaign you start in Mailchimp.

Convert new WordPress users into Mailchimp subscribers
It’s really common for new customers or users to find you via your blog, website, or online store first—and it’s so important to keep them engaged with tailored email marketing. You could add every new user to Mailchimp (and assign them to the right audience) manually, but that’s a lot of work, especially at a high volume. Instead, use this Zap to connect Mailchimp and WordPress and have Zapier do it for you automatically.

Create Mailchimp campaigns for new WordPress posts
Once you’ve put the creative effort into writing and sharing a new WordPress post, you want to share it with the world. With this Zap, you can automatically create a new Mailchimp campaign for every new WordPress post—without any copy-pasting.

How to integrate Mailchimp with WordPress with Zapier
There are so many ways to connect Mailchimp to WordPress using Zapier. To make it even easier to understand, though, let’s focus on one of the examples above: Posting new Mailchimp campaigns on WordPress. Follow the steps below to set up your Zap.

Before you begin
Before you can create a Zap that connects Mailchimp and WordPress, you’ll need to sign up for a free Zapier account. You’ll also need to have Mailchimp and WordPress accounts set up.

Once you sign in to Zapier, you can create new Zaps by clicking the Create Zap button or by going to zap.new.

Step 1: Connect your trigger app
A Zap always consists of two parts:

The trigger: an event that starts a Zap.

The action: an event a Zap performs after it’s triggered. A single Zap can perform more than one action.

When you connect Mailchimp and WordPress, your trigger app can be either of the two, depending on which app you want to start the automated workflow.

In this case, Mailchimp will be our trigger app—whenever there’s a new campaign in Mailchimp, we want to create a new post in WordPress. While this is the trigger we’re choosing for our example Zap, you can choose from quite a few different triggers, such as new subscribers or clicked links.

You can select your trigger app by searching for it by name after hitting the Create Zap button.

For this example, we’ll connect to Mailchimp. You’ll need to give Zapier permission to access your account by clicking Sign in. Once you’ve connected your account, select it from the dropdown menu and click Continue.

You can then set up your trigger step by filling in the trigger step fields. These fields will be slightly different depending on your trigger app and event. In this example, we need to select the audience whose campaigns will start this Zap.

We can leave the Status field blank for now, but if you want your Zap to start based on a specific campaign status (like sent or paused), you can set that up in this step.

Step 2: Connect your action app
Now it’s time to choose your action app. Remember: An action is the event a Zap performs after it’s triggered. A single Zap can perform more than one action.

When you connect Mailchimp and WordPress, your action app can be either of the two, depending on which app you want to do something once the Zap has been triggered.

In this case, we’ll choose WordPress as our action app. Just like the trigger app, you can choose the action app by searching for it by name. And even though we’re choosing WordPress for this Zap, you can choose from over 6,000 other apps—including apps like Shopify or Google Contacts.

Once you’ve selected your action, click Continue.

Now, connect your action app account to Zapier. Click Sign in and follow the instructions to connect your action app account—in this case, we’ll connect WordPress.

For this step, you will need to have the Zapier plugin installed on your WordPress site. You’ll also need to provide the URL of the WordPress site you want to connect.

Once you’ve connected your WordPress account, you can set up your action by filling in the action step fields. Depending on your action app and event, you’ll have different fields to customize.

In our example, we’ll select Posts as the type of content we want the Zap to create.

Integrate Mailchimp and WordPress to make the most of your content
If you’re already using WordPress and Mailchimp separately, connecting the two apps can give you the power to get more out of your website content and your email marketing. Whether you want to seamlessly send new posts to a specific audience or share your marketing campaigns via your website, Zapier can do it for you—automatically.

Improve your productivity automatically. Use Zapier to get your apps working together.

 

 

 

 

 

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