Migrate Mailchimp contacts to Google Sheets
This is an 'Embedded Solution' template which means that it contains 'Config Slots' that allow End Users to configure it for their own use
For more details please see our Tray Embedded documentation
Please note that you will be unable to use this template if you do not have an Embedded account
You want your marketing and sales team to receive the new Contacts as they are created in Mailchimp. Now, manually updating the contact details in a Worksheet that has several collaborators is time consuming and leaves space for human errors.
This template automates the process and eliminates any errors that might occur, by:
Getting the new contacts (ie. only contacts created after the last run) data from Mailchimp
Inserting them into a Sheet
End User experienceCopy
Once you have published your Solution, the following diagram illustrates the process from an End User point of view:
Via the Config Wizard, this Embedded template allows End Users to specify:
Templates: Embedded: SFDC > Mailchimp: End User experienceOnce their Solution Instance is configured they can:
Add new contacts to their Mailchimp audience list
Find the new contacts in the configure Google worksheet
The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:
This workflow assumes the following:
You have a Google workspace account
You have a Google Sheet where you want to insert the contacts. Here is a sample worksheet that you can use.
You have a Mailchimp account
You have a Mailchimp audience list that contacts will be fetched from
Installing and testingCopy
Since it's a scheduled trigger, the easiest thing for testing the solution is to replace the trigger with a webhook trigger.
This way, you will be able to trigger the instance by just hitting the workflow url in your browser and won't have to wait for the time interval to expire for running the instance. You can replace the webhook with the scheduled trigger when you are happy with the testing.
1. Import the project by clicking on 'Use Template'.
2. Add auths for services (Mailchimp and Sheets).
3. Make any necessary text edits etc. in the Config Wizard (Optional)
4. Publish the solution
5. Test the solution:
The following auth slots are available in the template.
This means that, via the Config Wizard, End Users will be asked to authenticate with Google Sheets and Mailchimp so they can configure the integration for their own use
Plus the following config slots:
If required, you could set other fields as config values:
For example, You can set Trigger Interval of Scheduled trigger as a config slot so the end users can configure when they want the instance to be triggered.