Add Contacts / Leads Zap

General Information

One of the most commonly used Zaps when it comes to integrating a CRM service with Mailjet is to automatically add new contacts from the CRM to a Mailjet contact list.

When you create new contacts / prospects in SugarCRM, you may want to subscribe the associated emails to your different Mailjet contact lists. With Zapier you can streamline this process, saving valuable time and enabling the distribution of automated emails and marketing campaigns through Mailjet straight away.

We will now create a zap to add details for new SugarCRM Contacts to a Mailjet contact list. You can follow the exact same instructions for adding Leads to a contact list – just choose a New Lead trigger instead of New Contact.

Trigger Phase

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

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  1. Enter a name for your new zap.

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  2. You have entered the trigger phase. Choose a trigger app by entering SugarCRM in the search bar and choosing the result.

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

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

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

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    In the pop-up window enter the install / on-demand URL provided by SugarCRM, as well as your SugarCRM username and password, then click on ‘Yes, Continue’ to submit the details.

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    Go back to the Zapier page and you will see the new ‘SugarCRM 6.2+ #’ account. If you wish to change this default name, just click on the pencil icon and enter a new name.

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

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  5. You will need to test the trigger now by pulling an existing contact from SugarCRM. Click on ‘Fetch & Continue’ to initiate the test.

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  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’.

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Action Phase

  1. You have entered the Action phase. First, enter ‘Mailjet’ in the search bar and select the result.

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

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  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.

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

    Click on ‘Yes, continue’.

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

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

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  4. Select the Mailjet Contact List you want to use for this zap. The 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.

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  5. You will now need to match the contact properties from Mailjet to information present on SugarCRM. 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.

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    ‘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 marketing campaigns, for example.

    Note

    You can create the Mailjet properties you need in our Contact Properties section.

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

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    When you are ready, click on ‘Continue’.

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

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    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.

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

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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 Contact / Lead, when the Contact / Lead 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.