Add new People to Mailing Lists Zap

General Information

When you create new contacts (Persons) in Pipedrive, you may want to subscribe the associated emails to different Mailjet contact lists. With Zapier you can streamline this process, saving valuable time and being able to send them automated emails and newsletters through Mailjet straight away.

We will now create a zap to add details for new Pipedrive Persons to a Mailjet contact list.

Trigger Phase

To start, go to your Zapier account dashboard and click on ‘Make a Zap!’.

1. Enter a name for your new zap.

   

2. Choose a Trigger App. Search for Pipedrive in the search bar and select the result.

   

3. Select a Trigger. You need to add the details of a newly added Person to your Mailjet contact list, so please choose ‘New Person’ and click on ‘Save + Continue’.

   

4. Select a linked Pipedrive account you want to use, then click on ‘Continue’. If you don’t have a Pipedrive account linked to Zapier, or want to select a new one to use, click on ‘Connect an Account’.

   For this example, we will connect a new Pipedrive account to use.

   

   In the pop-up window enter your Pipedrive API Key and click on ‘Yes, Continue’. You can find your API Key by clicking on the link provided in the pop-up.

   

   Go back to the Zapier page and you will see the new account added to the list, marked with the email address of the account owner. If you wish to change the default name, just click on the pencil icon and enter a new name.

   Additionally, you can test whether the Pipedrive account you want to use is active by using the ‘Test’ option next to it.

   

   Select the account and click on ‘Save + Continue’.

   

5. You will need to test the trigger now by pulling an existing person with the selected preferences. Click on ‘Fetch & Continue’ to initiate the test.

   

6. If the test is successful, you will see the respective message. If not, click on ‘Re-test’ to try again. Once the trigger has been successfully tested, click on ‘Continue’.

   

Action Phase

1. First, search for Mailjet in the Search bar, then select the result.

   

2. You need to choose an Action now. You want to add the newly added Person to the respective Mailjet Contact List, so select ‘Subscribe Contact to Mailjet List’ and click on ‘Save + Continue’.

   

3. Select the Mailjet account you want to use. If no account has been registered or you want to link a different one, click on ‘Connect a New Account’.

   For this example, we will add a new account by selecting the ‘Connect a New Account’ option.

   

   In the pop-up window, add your Mailjet API Key (User) and Secret Key (Password). You can find this information on your API Key Management page.

   Click on ‘Yes, continue’.

   

   The new account will appear as “Mailjet #”. To change its name, just click on the pencil icon and enter a new one.

   Select your Mailjet account and click on ‘Save + Continue’.

   

4. Select the Mailjet Contact List you want to use for this zap. The contact lists are fetched from your Mailjet account, so you need to have a Contact List already created. In case you don’t have one, you can create it in the Mailjet Contact Lists section.

   

5. You will now need to match the contact properties from Mailjet to information present on Pipedrive. To do this, click on the ‘Insert a field’ button to call up the drop-down menu, then select the contact detail that corresponds to the respective property.

   

   ‘Email’ is the only mandatory contact property. However, it is useful to match additional ones - e.g. Full Name, Date of Birth, Address etc. This will help you later for personalizing emails in Mailjet, or for segmentation of the contact list for campaigns, for example.

   Note

   In Pipedrive you are allowed to link several email addresses or phone numbers to a single Person. However, Zapier will only recognize the first such record, and will show you an option to link only the first email (or phone) to a Contact List property. Please keep this in mind when creating Person contacts in Pipedrive.

   In the end, you will have a result similar to the picture below.

   

6. You will see the details of the pulled account matched to the Mailj et contact properties.

   

   You can test the zap by clicking on ‘Create & Continue’. Keep in mind that this will add the pulled contact information to the Mailjet contact list. Alternatively, you can click on ‘Skip Test & Continue’. In both cases, you will be asked to ‘Finish’ the zap.

   

7. The only thing left is to turn on the zap by clicking on the toggle button and you are ready to go!

   

Combining Zaps with Mailjet Email Automation

Thanks to the Mailjet Email Automation feature, it is possible to create and manage automated workflows of emails, triggered by various events. This can be used in conjunction with zaps to send automatic emails to the email address registered with a Person, when the Person’s information is being added to a Mailjet contact list.

To do this, you need to configure a Welcome automation scenario for the respective contact list. For more information, please visit the Mailjet Email Automation Guide.