What do you want to automate
with Workbooks CRM and Mailchimp?
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Popular Ways to Connect Workbooks CRM with Mailchimp#
Popular Workbooks CRM and Mailchimp Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event when a recipient clicks a pre-specified link in an specific campaign.
Popular Workbooks CRM and Mailchimp Actions#
Creates an order from your customers for your goods or services.
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Adds a new note to an existing subscriber. See docs here
Creates a person. People are recorded in your database, e.g a contact, an employee.
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
Overview of Mailchimp#
The Mailchimp API taps into the heart of your email marketing efforts, allowing you to manage subscribers, campaigns, and reports. With the API, you can automate tasks like syncing subscriber lists, segmenting contacts based on behavior, and personalizing email content to match user profiles. It's a powerful tool for marketers looking to fine-tune their email strategy and maximize engagement.
Connect Mailchimp#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
mailchimp: {
type: "app",
app: "mailchimp",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://login.mailchimp.com/oauth2/metadata`,
headers: {
Authorization: `Bearer ${this.mailchimp.$auth.oauth_access_token}`,
},
})
},
})
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