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Leveraging MailUp from CRM, ecommerce, and other applications

We’re excited to introduce the MailUp integration with Zapier, a Web-based service that helps applications talk to each other. Through Zapier you can have an application trigger an action in another application, without any custom development to connect the two.

Integrate MailUp with hundreds of apps

Zapier makes it super-easy to handle scenerios like the following:

  • There’s a new order in my store, add the info to my “Post-purchase messages” list in MailUp
  • There’s a new subscriber in the MailUp list “Monthly Promotions”, add it as a contact to my CRM
  • A new message was created in MailUp, add a record to this Google Spreadsheet
  • I’m adding a new customer in my CRM: add it to a special “New customers” list in MailUp to send a welcome series
  • Etc.

A tagged lead in Highrise is added to a specific group in MailUp

Zapier works with lots of different applications, including popular CRM systems like Salesforce, SugarCRM, NetSuite, Zoho, and others.  At MailUp we currently use  Highrise by 37Signals as our CRM, and decided to put Zapier to work in order to automate a couple of useful, CRM-related tasks.

For instance, when we go to a trade show, we normally come back and add the leads directly into Highrise, tagging the lead with a special tag. We then want to follow up with those leads with targeted email messages from MailUp.

With the new Zapier integration we can have a new Group added to MailUp whenever a new Tag is created in Highrise…

New tag Highrise new group in MailUp

… and a new contact in Highrise automatically added to a specific Group within a certain List in MailUp, based on how it was tagged.

Add new contact to specific group in MailUp

Super-simple to set up, and very useful.

Adding a subscriber to a lead in the CRM

Here is another example. We have a B2B email list where the subscribers to the list are actually leads that our sales team wishes to track through the CRM. So here the data needed to go the other way around, i.e. from MailUp to the CRM.

Not a problem: with Zapier, we can automatically take the new subscribers and add them to Highrise, mapping several key fields and automatically adding tags to them.

Subscribers become leads in Highrise

 

Lots of triggers and actions

Zapier works with triggers (if this happens…) and actions (… then do this).

You can use MailUp both on the trigger and on the action side.

In fact, when we worked on the integration between MailUp with Zapier we took time to make sure that there are all kinds of triggers and actions available to you, for maximum flexibility in leveraging MailUp with other applications.

Triggers and actions in MailUp

On the triggers side…

  • An email was sent
  • A new email message template was created
  • A new email message was created
  • A new list was created
  • A new group was created within a list
  • Someone subscribed, but didn’t confirm the subscription (pending subscriber)
  • Someone subscribed to a certain list
  • Someone unsubscribed from a certain list

On the actions side…

  • Add a new subscriber to a specific list
  • Add a subscriber to a certain group in a specific list. If not already there, subscribe him/her to that list.
  • Unsubscribe a recipient from a list
  • Create acnew email message in a certain list
  • Create a new group in a certain list
  • Send a certain email to a specific recipient

… and we’ll be adding more in the future.

How will you use it?

Here is one of those cases where the sky is the limit. There are so many applications and so many things that you can do by integrating them with MailUp via Zapier.

Let us know how you end up using this new service, and we’ll be happy to publish your real-life use of MailUp + Zapier on this blog.

Start creating with MailUp and Zapier!

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