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How to connect Mailchimp and Close CRM
Create a New Scenario to Connect Mailchimp and Close CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Mailchimp, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailchimp or Close CRM will be your first step. To do this, click "Choose an app," find Mailchimp or Close CRM, and select the appropriate trigger to start the scenario.
Add the Mailchimp Node
Select the Mailchimp node from the app selection panel on the right.
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Configure the Mailchimp
Click on the Mailchimp node to configure it. You can modify the Mailchimp URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Close CRM Node
Next, click the plus (+) icon on the Mailchimp node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
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Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Mailchimp and Close CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Mailchimp and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Close CRM
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Mailchimp, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Mailchimp and Close CRM integration works as expected. Depending on your setup, data should flow between Mailchimp and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Mailchimp and Close CRM
Mailchimp + Calendly + Close CRM: When a subscriber clicks a link in a Mailchimp campaign, schedule a sales call via Calendly and log the lead in Close CRM.
Close CRM + Mailchimp + Slack: When a deal closes in Close CRM, add the contact to a Mailchimp audience for nurturing and notify the sales team in Slack.
Mailchimp and Close CRM integration alternatives
About Mailchimp
Automate Mailchimp tasks inside Latenode. Automatically add subscribers, update lists, or trigger campaigns based on events in other apps. Use Latenode's visual editor to connect Mailchimp to your CRM, e-commerce platform, or database. Enrich data and ensure targeted campaigns without manual work. Scale your email marketing effortlessly.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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FAQ Mailchimp and Close CRM
How can I connect my Mailchimp account to Close CRM using Latenode?
To connect your Mailchimp account to Close CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Mailchimp and click on "Connect".
- Authenticate your Mailchimp and Close CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Close CRM leads to a Mailchimp list?
Yes, you can! Latenode's visual editor simplifies this automation. Instantly sync new leads to targeted email campaigns, nurturing them into paying customers efficiently.
What types of tasks can I perform by integrating Mailchimp with Close CRM?
Integrating Mailchimp with Close CRM allows you to perform various tasks, including:
- Automatically adding new Close CRM leads to Mailchimp as subscribers.
- Updating Close CRM contacts when they engage with Mailchimp campaigns.
- Triggering Close CRM tasks based on Mailchimp email opens or clicks.
- Segmenting Mailchimp lists based on Close CRM lead stages.
- Creating personalized email campaigns based on Close CRM data.
CanIusetheJavaScriptblocktocustomizeMailchimpdata?
Yes! Latenode lets you use JavaScript for complex data transformations, ensuring flawless data flow between Mailchimp and Close CRM beyond simple field mapping.
Are there any limitations to the Mailchimp and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Large-scale data synchronization can be subject to API rate limits.
- Custom field mapping beyond standard fields requires configuration.
