How to send lead and contact details to Mailchimp from Kylas CRM?

How to send lead and contact details to Mailchimp from Kylas CRM?

This article covers the steps to be followed and the pre-requisites to send lead and contact details to Mailchimp, using the webhooks feature available in Kylas.

Prerequisites

  1. Permissions:  Any user with create permission on Workflow Module.
  2. Product Plans: Explore, Elevate.
  3. Activities to be Completed: None

Steps

Step 1 
Login to Kylas and Navigate to the Workflow section on CRM Settings.


Step 2 
Click on the Add a Workflow button to open the template builder.


Step 3
After naming the workflow do the following actions:
  1. Choose Lead as the entity
  2. Choose Trigger as "When lead is created"
  3. Choose condition as Owner equals the tenant user. Tenant user is user who signed up for the account.
  4. Choose Action as Webhook


Step 4
In the webhook creation form add the following details and save the webhook:
  1. Request type: POST
  2. Request URL: https://nooqnt3jl2.execute-api.ap-south-1.amazonaws.com/default/kylasToMailchimp
  3. Authorization: No authorization required
  4. URL Parameters: Add parameters
    1. email_address: email id from Kylas CRM will be fetched
    2. merge_LNAME: the last name from kylas CRM will be fetched
    3. merge_FNAME: the first name from kylas CRM will be fetched
    4. list_id: Open your Mailchimp account, go to Audience > All contacts > Settings > Audience name & defaults. You will find your unique 'audience ID' associated with your account.
    5. api_key: Open your Mailchimp account, Click on integrations > API key. Generate a new API key
    6. event: Create (a new contact will be created in Mailchimp) / Update(the existing contact will be updated in Mailchimp)
    7. zone: You can find the zone in the URL of your Mailchimp account

​
Step 5
After step 4, Save and Activate the workflow to start sending lead and contact details to Mailchimp.

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