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How Zapier serves as a link between Pipedrive and Mailchimp

Updated: Apr 19, 2023

Businesses today have access to a wide range of tools and technology that can help them organize their processes, increase their production, and be more efficient. Pipedrive and Mailchimp are two well-liked tools that are utilized by many firms. While Mailchimp is a marketing automation platform that enables businesses to communicate with their consumers via email marketing, Pipedrive is a potent customer relationship management (CRM) solution that aids companies in managing their sales process.

Nevertheless, utilizing these two techniques separately can occasionally result in inefficiencies and missed opportunities. Zapier can help in this situation. With the help of the robust automation platform Zapier, businesses can link various apps and services to streamline processes and save time.

One of the most useful integrations that Zapier offers is the link between Pipedrive and Mailchimp. With this integration, businesses can seamlessly connect their sales process with their email marketing campaigns, ensuring that their sales and marketing teams are always on the same page. Here's how it works:

1. Setting up the Integration

To get started, businesses need to sign up for a Zapier account and connect their Pipedrive and Mailchimp accounts. Once the accounts are connected, businesses can create a Zap - a trigger-action workflow - that will automate the process of adding new contacts from Pipedrive to a Mailchimp list.

2. Trigger

The trigger for the Zap is when a new contact is added to Pipedrive. This could be a new lead, a new customer, or any other type of contact.

3. Action

The new contact is added to a specific Mailchimp list as the Zap's action. As a result, the contact will be added to the appropriate email marketing campaign.

4. Customization

By including filters and conditions, businesses can modify the Zap. They can configure the Zap, for instance, to only include contacts who have a specific tag or are at a specific stage of the sales process. This makes sure that the email marketing campaign includes only the contacts that are most pertinent. who are most pertinent to the email marketing campaign are added.

5. Testing

Finally, companies can test the Zap to make sure it is operating correctly. The Zap will operate automatically after being set up and tested, saving organizations time and guaranteeing that their sales and marketing teams are always in sync.

In conclusion, firms wishing to automate their sales and marketing procedures may find the integration between Pipedrive and Mailchimp through Zapier to be a potent tool. Businesses may save time, increase productivity, and ultimately increase revenue by automating the process of adding new contacts to email marketing campaigns.

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