Overview
In this tutorial, we’ll show you how to connect your Sweep&Go account to mailchimp so you could automatically add new recurring Sweep&Go clients to Mailchimp. It is also possible to add one time clients to Mailchimp.
Requirements:
- Sweep&Go account (POOfessional Plan)
- Zapier Account (Starter Plan or Higher)
- Mailchimp Account
Step #1: Connect Zapier with Sweep&Go Webhooks
See tutorial Zapier + Sweep&Go via webhooks
You will need to choose the event: client:client_onboarding_recurring in the linked tutorial.
Step #2: Send sample data to Zapier
After you finish connecting Sweep&Go with Zapier, please send some data to Zapier webhook to continue building the integration.
Log in to your Sweep&Go Employee Portal and add a new client using dummy data(please refer to https://www.sweepandgo.com/pooper-scooper-app/tutorials/client-management/residential-clients/ if you’re not sure how to create a new client trough Employee Portal)
Go to your Zapier webhooks and click on “Test Trigger” and you should see the data that you entered within your client onboarding form.
Step #3: Add Mailchimp to Your Zap
Click on the plus icon under the webhooks and search for Mailchimp
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For the event, this time we will use “Add/Update Subscriber”
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If your Mailchimp is not connected to Zapier, it will ask you to sign in, click on the sign in button and follow the instructions.
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After your Mailchimp is connected, you will see a new “Set up action” step
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You may now fill out all the fields you need. If you need Sweep&Go data, it will be shown when you click on any of the fields, press “Show all options” to see all webhook data.
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Step #4: Test and Publish Your Zap
After finishing the action step, you will be switched to “Test action”, click “Test & continue” and after that you will be able to publish the Zap and this will afterwards automatically send all new leads to your Mailchimp account.
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To be sure that the integration is working, after clicking “Test & continue”, check your Mailchimp account and find your test submission.