Creating Sell leads from MailChimp subscribers

What's my plan?

You can use the Zapier app in Sell (see Using Zapier with Sell) to create new leads whenever new subscribers are added in MailChimp.

This article covers the following topics

• Requirements
• Creating leads from MailChimp subscribers

Requirements

The Zapier integration is not available on the lowest Sell plan.

Here's what you'll need to get started

• A Zapier account - To create a Zapier account, follow the steps described in Using Zapier with Sell, or see Create Zendesk Sell leads from new MailChimp subscribers.
• A MailChimp account.

Creating leads from MailChimp subscribers

Using Zapier with MailChimp and Sell, you can automatically add new MailChimp subscribers as leads in Sell.

To create leads

1. Sign in to your Zapier account.
2. On the Create Zendesk Sell leads from new MailChimp subscribers page, click Try this template.

   

3. Click Choose Trigger, then select the New Subscriber checkbox.
4. Click Continue.
5. Under New Subscriber > Choose Account, click Connect an Account.

   

6. In the Connect Zapier to your account dialog, enter your MailChimp account sign-in details, then click Log In.

   

7. Confirm the MailChimp account you added is correct, then click Save + Continue.
8. Open the Set up Options drop-down menu and click the MailChimp subscriber list.
9. Click Continue.
10. To test that your MailChimp-Zapier set up is working correctly, click Pull in Samples.

    

11. Pick a sample to set up your Zap, then click Continue.
12. Under Action > Choose Action, select Create Lead.
13. Click Continue.

    

14. To connect your Sell account, click Connect an Account.
15. Enter your details and click Sign In.
16. Confirm your Sell account, then click Save + Continue.
17. To map the data in MailChimp to the corresponding data in Sell, click Edit Template, then click Continue.

    

18. To confirm that the integration is working properly, click Test This Step.
19. To activate your new zap click Finish.

From now on, whenever a new MailChimp subscriber is added, a new lead is automatically created in Sell.