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Mailchimp + Schedule by Zapier + Pipedrive

Find deals that match searches in Pipedrive and add to a Mailchimp campaign

Set to trigger every month, this Zap will first search for multiple deals in your Pipedrive account that match exact search criteria. Once these deals are identified, it seamlessly creates a new email campaign in Mailchimp based on the details of these deals. This process ensures your marketing efforts are always aligned with the latest sales data, optimizing your outreach for better engagement and conversions.

Set to trigger every month, this Zap will first search for multiple deals in your Pipedrive account that match exact search criteria. Once these deals are identified, it seamlessly creates a new email campaign in Mailchimp based on the details of these deals. This process ensures your marketing efforts are always aligned with the latest sales data, optimizing your outreach for better engagement and conversions.

  1. When this happens...
    Schedule by ZapierSchedule by Zapier
    Every Month

    Triggers every month, on the day(s) selected.

    TriggerInstant
  2. automatically do this...
    PipedrivePipedrive
    Find Multiple Deals

    Finds multiple deals by title, notes or custom fields (with line item support).

    ActionSearch
  3. then do this!
    MailchimpMailchimp
    Create Campaign

    Creates a campaign draft.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Time of DayRequired

    • Trigger on weekends?

    Trigger
    Instant
    Try It
    • Day of the MonthRequired

    • Time of DayRequired

    Trigger
    Instant
    Try It
mailchimp logo
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn moreHelp

Related categories

  • Email Newsletters

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schedule logo
schedule logo

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Related categories

pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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