{"id":5862,"date":"2023-04-11T12:18:23","date_gmt":"2023-04-11T12:18:23","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/mailchimp\/"},"modified":"2024-03-07T11:31:36","modified_gmt":"2024-03-07T11:31:36","slug":"mailchimp","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/mailchimp\/","title":{"rendered":"Mailchimp + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Process-Street-with-Mailchimp.png\" alt=\"Integrate Process Street with Mailchimp\" width=\"100%\" \/><\/p>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-hacet-79elbk h-full dark:bg-gray-800\">\n<div class=\"react-scroll-to-bottom--css-hacet-1n7m0yu\">\n<div class=\"flex flex-col items-center text-sm dark:bg-gray-800\">\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert dark\">\n<p><a href=\"https:\/\/mailchimp.com\/?_ga=2.262127950.2126431188.1681124848-668713984.1669031701&amp;_gac=1.58652376.1678880011.Cj0KCQjw2cWgBhDYARIsALggUhrdBRPM7Cxwd8voGf9IuBGZG_g0Bc8HjmNyO4MFrd4m6zMavOqo6qAaAkX8EALw_wcB\">Mailchimp<\/a> is a popular email marketing software that enables businesses to design, automate, and send email campaigns to their subscribers. You can integrate Mailchimp with <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>\u00a0to make your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow\/\">workflows<\/a> super powerful and automate your work via <a href=\"https:\/\/www.process.st\/help\/docs\/webhooks\/\">Webhooks<\/a>\u00a0or <a href=\"https:\/\/zapier.com\/apps\/mailchimp\/integrations\/process-street\">Zapier<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2>Connect Mailchimp with Process Street via Webhook<\/h2>\n<p>A Webhook integration can bring information from Mailchimp that would trigger a new <a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\">workflow run<\/a> in your Process Street account.\u00a0<em>Webhooks are\u00a0automated messages or payloads sent from apps as a trigger to cause an action in a receiving app.<\/em><\/p>\n<p>In this example, we will create a Webhook that runs the <strong>Customer Onboarding<\/strong> workflow when a new customer signs up\u00a0in Mailchimp.<\/p>\n<h3>Process overview:<\/h3>\n<ul>\n<li>We will create a Customer Onboarding Workflow in Process Street<\/li>\n<li>We will create a signup form in Mailchimp and then fill a new form which will act as our trigger<\/li>\n<li>We will create a webhook that listens for our desired trigger in Mailchimp and runs the Customer Onboarding workflow in Process Street<\/li>\n<\/ul>\n<p>Now, let\u2019s jump into the integration.<\/p>\n<h3>1. Preparations in Process Street<\/h3>\n<p>First, create a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" target=\"_blank\" rel=\"noopener\">Workflow<\/a> in Process Street and ensure to add <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">form fields<\/a> that are the same as the data fields in Mailchimp. This will help you to map the information from Mailchimp to Process Street.<\/p>\n<p>Their information is stored in Mailchimp when they signup using Mailchimp&#8217;s signup form. So, we need to create form fields in our workflow to push that information through to Process Street. These form fields should include the customer&#8217;s name (short text field), email address (email field), phone number (number field), and so on.<\/p>\n<p>This will mean that whoever is onboarding the customer won&#8217;t have to look up their information in Mailchimp, but can instead see everything in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15549\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/1-mailchimp-workflow.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Preparations in Mailchimp<\/h3>\n<p>Log into your Mailchimp account or <a href=\"https:\/\/login.mailchimp.com\/signup\/\">create a new account<\/a>. For our example, we will first create a signup form. Navigate to <strong>Audience<\/strong> in the left panel and select <strong>Signup forms<\/strong>, then click <strong>Form builder<\/strong> in the center screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15550\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/2.-mailchimp-form-builder.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Build your form using the field options on the right.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15551\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/3.-mailchimp-build-form.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once you&#8217;re done, you can copy the form URL and save it for later.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15552\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/4.-mailchimp-sign-up-url.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>3. Create a Webhook trigger to run your workflow in Process Street<\/h3>\n<p>To get the webhook URL from Process Street, when you\u2019re editing your workflow, click <strong>&#8220;Triggers&#8221;<\/strong> above your task list on the left or click the <strong>+ icon<\/strong> next to your existing triggers as shown below.<\/p>\n<p>Here, you can look for <strong>Mailchimp<\/strong>\u00a0as a Trigger to Run this workflow.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15553\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/5.-mailchimp-trigger.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can name your webhook as the app name or any phrase that helps you identify the Trigger. Then copy the webhook URL as you will need it later.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15554\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/6.-mailchimp-webhook-name.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>4. Set up the Webhook Trigger in Mailchimp<\/h3>\n<p>To create this webhook in Mailchimp, we&#8217;re going to create a customer journey. To do this, click on <strong>Automations<\/strong> in the left panel then click <strong>All journeys<\/strong>. Here, you can either choose a pre-built journey or build one from scratch.<\/p>\n<p>If you have any existing journeys that you would like to add a webhook to, you can select that as well.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15555\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/7.-mailchimp-journey.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>If you&#8217;re building a journey from scratch, first name your journey and select your audience. Then select a starting point for your customer. For our example, we have selected the starting point as a new Sign up.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15556\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/9.-build-journey.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Next, click <strong>Add a journey point<\/strong> and select <strong>Webhook<\/strong>. Name your webhook and enter the URL destination as the URL you had previously copied in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15557\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/10.-journey-webhook.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Lastly, enter a payload in JSON and <strong>Save<\/strong> your webhook.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15559\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/11.-mailchimp-payload.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>We have entered the following code as an example.<\/p>\n<pre class=\"c-mrkdwn__pre\" data-stringify-type=\"pre\">{\n  \"name\": \"value 1\",\n  \"email\": \"value 2\",\n  \"phone\": \"value 3\",\n  \"company name\": \"value 4\",\n  \"company website\": \"value 5\",\n}<\/pre>\n<p><strong>Note:<\/strong> The payload you enter in your webhook is what you will receive in process Street. If you need help with your JSON code, you can reach out to Mailchimp&#8217;s Export Support.<\/p>\n<p>Before you come back to Process Street and test your trigger, fill in the signup form. This will ensure you find results in your test.<\/p>\n<h3>5. Finish the setup in Process Street<\/h3>\n<p>Once your trigger test returns successful, map your fields from Mailchimp to your workflow form fields.<\/p>\n<p>Lastly, turn your webhook\u00a0<strong>On<\/strong>\u00a0and\u00a0<strong>Save<\/strong>\u00a0it. Then\u00a0<strong>Publish<\/strong>\u00a0your workflow and you\u2019re all set!<\/p>\n<h2 id=\"how-to-run-a-process-street-workflow-from-asana\">Connecting Process Street with Mailchimp via Zapier<\/h2>\n<p><a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noopener\">Zapier<\/a> is an integration platform that connects over 2000 different apps. An action in any of the supported apps (like forwarding an email or adding an attachment to a task) can trigger another app\u2019s features automatically. Zapier integrates with both Mailchimp and Process Street. The whole &#8220;recipe&#8221; sequence (&#8220;if X happens, do Y&#8221;) is known as a Zap.<\/p>\n<p>For this example, we&#8217;re going to set up a trigger for each time a new task is checked in a Process Street workflow run, and an action to update a subscriber in Mailchimp.<\/p>\n<h3>Use case:<\/h3>\n<ul>\n<li>A real estate company uses Mailchimp to manage emails sent to new clients<\/li>\n<li>The company wants to automate the process for closing a sale by changing a tag in Mailchimp from &#8220;not yet customer&#8221; to &#8220;customer&#8221; when a specific Process Street task is checked<\/li>\n<\/ul>\n<h3>Process overview:<\/h3>\n<ul>\n<li>We will prepare a Process Street template with form fields.<\/li>\n<li>We will create a Zap in Zapier that triggers when a new task is checked in Process Street<\/li>\n<li>We will add an action in the Zap to update a subscriber to a different tag in Mailchimp<\/li>\n<\/ul>\n<p>Let\u2019s get this set up!<\/p>\n<h3>1. Preparing a Process Street checklist with form fields<\/h3>\n<p>You can either create a new checklist, or use an existing one, like this <a href=\"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/\">closing the sale checklist<\/a>.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/closing-the-sale-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>The important thing for this integration is that there is an email form field for Mailchimp to parse.<\/p>\n<p>We\u2019ll need that form fields so that Zapier will have a reference to identify the customer when the integration is triggered.<\/p>\n<p>You can quickly add form fields by dragging them from the form field sidebar on the right during a template editing session.<\/p>\n<p>Once that\u2019s done, you\u2019re ready to connect the template to Zapier and start automating.<\/p>\n<h3>2. Creating a Zap in Zapier that triggers when a new task is checked in Process Street<\/h3>\n<p>Zapier is a tool that connects over 1,000 different apps. Any action in any of the supported apps (like forwarding an email or adding an attachment to a task) can be set up to trigger another app\u2019s features automatically. Zapier integrates with both Mailchimp and Process Street. The whole recipe (trigger + action) is called a Zap.<\/p>\n<p>Log into Zapier or create an account, then click \u2018Make a zap!\u2019<\/p>\n<h3>3. Adding Process Street as the trigger<\/h3>\n<p>In your new zap, select Process Street as the trigger and select New Task Checked:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-new-task-checked-trigger1.png\" alt=\"Mailchimp integration\" width=\"100%\" \/><\/p>\n<p>Then hit the blue \u201cSave + Continue\u201d button.<\/p>\n<p>Connect your Process Street account, and proceed to Set Up Options. From the dropdown menus, choose the Process Street checklist you wish to use, and select a task in the checklist which will act as the trigger.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-edit-options-trigger1.png\" alt=\"Mailchimp integration\" width=\"100%\" \/><\/p>\n<p>The next step requires that Zapier pulls some information from the template you specified, so you\u2019ll have to actually <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">run your checklist<\/a>\u00a0and complete it as far as the trigger task.<\/p>\n<p>When you do, you\u2019ll see something like this:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/ps-pulled-info-trigger.png\" alt=\"ps pulled info trigger\" width=\"100%\" \/><\/p>\n<p>Now it\u2019s time to add an action step.<\/p>\n<h3>4. Adding Mailchimp as the action<\/h3>\n<p>So first let\u2019s add an action to the Zap, and select Mailchimp. Then, select \u201cAdd\/Update Subscriber\u201d as the action:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/mailchimp-add-update-sub.png\" alt=\"Mailchimp integration\" width=\"100%\" \/><\/p>\n<p>Next you need to grab some tag data from Mailchimp. Make sure you have data your Mailchimp account can use. If you\u2019re just setting up your account for the first time, you\u2019ll have to create some dummy data to test with.<\/p>\n<p>The email address field can be used to identify the contact to add a tag to. Add the email data from the checklist into this field.<\/p>\n<p>Once the data has been specified, it\u2019ll look like this:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/mailchimp-specify-data-action1.png\" alt=\"Mailchimp integration\" width=\"100%\" \/><\/p>\n<p>Now you just need to send a test to the email with the sample data pulled in from the checklist. If you\u2019re successful, it\u2019ll give you a message like this:<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/mailchimp-successful-pulled-data-action.png\" alt=\"mailchimp successful pulled data action\" width=\"100%\" \/><\/p>\n<h3>5. Activating the Zap<\/h3>\n<p>Hit \u201cFinish\u201d and be sure to name the Zap and turn it from \u201cOFF\u201d to \u201cON\u201d. Don\u2019t forget to give it a name.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/finished-zap-working.png\" alt=\"mailchimp integration process street\" width=\"100%\" \/><\/p>\n<p>Now, when you run a client onboarding checklist your welcome emails will automatically send, filled out with all of the information you need, and you won\u2019t even need to leave Process Street.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mailchimp is a popular email marketing software that enables businesses to design, automate, and send email campaigns to their subscribers. You can integrate Mailchimp with Process Street\u00a0to make your workflows super powerful and automate your work via Webhooks\u00a0or Zapier. Connect Mailchimp with Process Street via Webhook A Webhook integration can bring information from Mailchimp that [&hellip;]<\/p>\n","protected":false},"author":9,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[280,366,331,198],"class_list":["post-5862","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-integration","ht_kb_tag-mailchimp","ht_kb_tag-webhook","ht_kb_tag-zapier"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5862","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/9"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5862\/revisions"}],"predecessor-version":[{"id":5863,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5862\/revisions\/5863"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5862"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5862"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5862"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}