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Artisan IMG > Mailchimp (mailchimp) (d70696ec-2cee-4058-bae9-c310101e1ca2)
Artisan IMG > Google Sheets (sheets) (a894e6ff-8a08-4375-ac35-ab9b5d2bc849)

Migrate Mailchimp contacts to Google Sheets

Solution
Marketing
Advanced

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

Overview
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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:

  1. Getting the new contacts (ie. only contacts created after the last run) data from Mailchimp

  2. Inserting them into a Sheet

End User experience
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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

Connectors Used
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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:

Prerequisites
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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 testing
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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:

Solution Slots
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The following auth slots are available in the template.

  • Google Sheets

  • Mailchimp

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.