You can utilize Zapier to automatically send MailChimp subscribers' information to Zendesk Sell Leads. Check out our general Zapier article if you haven't already!
If you're looking to add Contacts directly to your MailChimp Mailing Lists, check out our MailChimp Integration here.
To get started you’ll need:
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A Zapier account
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A MailChimp account
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A Zendesk Sell account
Zapier Setup
Click the orange "Use this Zap" button to set a Zap that creates a new Lead in Sell every time you have a new subscriber in MailChimp.
If you're already on the Zapier page, click on the blue 'Get Started - Use This Zap!' button to begin this process.
MailChimp Triggers
Under the 'Choose Trigger' step, select 'New Subscriber' to create a trigger when a new subscriber is added to a list. Then click 'Continue.'
Choose MailChimp Account
Under the 'Choose Account' step, you will need to click to 'Connect an Account.'
Upon clicking a pop-up will appear. If it does not appear, please check your browser pop-up settings. Enter in your Mailchimp credentials and click "Log In."
If successful, the pop-up will close and the account will now appear as an option. Select it and click "Save + Continue."
Set Up MailChimp Subscriber
Next, you will be asked to set up your Mailchimp Subscriber under the step 'Set up Options.' You'll need to choose the list from the dropdown menu to select where you'd like Zapier to add new subscribers.
Test This Step
When completed click "Continue." You can then select to 'Pull in Samples' in the 'Test This Step' section. Please pick a sample to set up your Zap and select 'Continue.'
If your List was connected properly, the following message will appear:
Create Sell Action
You can select from the following Action options below. You can create new information in Sell, or search for existing information to update.
For our example, you will want to choose the 'Create Lead' option and select "Continue."
Connect Zendesk Sell Account
The next step is to connect your Zendesk Sell account. You may not be prompted to complete this step if you have created a Zap before. If this is your first Zap, click 'Choose Account' and follow the steps below! If you have not read the general Zapier article which includes how to connect your Zendesk Sell account, you can do that now.
1. Select to 'Connect an Account'
2. Enter in your account information
Once an account has been linked, select it and click “Save + Continue.”
Set up Zendesk Sell Lead
Click on the 'Edit Template' step for your Zendesk Sell Actions. You will be asked to set up your Sell Lead and choose the Mailchimp information you would like Zapier to push Zendesk Sell. Click on the drop-down menu next to each field to map your data.
More on that process here. When completed, click “Continue.”
Test Your Zap
Select the 'Test This Step' section and once you complete the test and if everything was completed properly, the following message will appear.
Clicking “Finish” will complete the Zap and turn it on. Congrats! You did it! Now you can automatically add new MailChimp subscribers to Zendesk Sell Leads.
