Let us explore how you can integrate Mailchimp with MS Excel, following which you will be able to add new Mailchimp subscribers to your MS Excel spreadsheet automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Mailchimp with Pabbly Connect to capture subscriber data, then link Pabbly Connect with MS Excel and save the subscriber’s data in a new row of your MS Excel spreadsheet.
Steps to Automatically Save Mailchimp Subscriber Data in MS Excel
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Mailchimp and Pabbly Connect
3. Setup MS Excel as the Action App to Record Responses
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Mailchimp and Pabbly Connect
We will now look at the steps through which we will establish a link between Mailchimp and Pabbly Connect. This will help us capture the data of Mailchimp subscribers.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Mailchimp.
Choose ‘Mailchimp’ as the Trigger App and select ‘New Subscriber’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Mailchimp account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Mailchimp, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Mailchimp Account
To connect your Mailchimp account, go to your Mailchimp Audience page, and click on ‘Audience dashboard’ > ‘Manage Audience’ > ‘Settings’.
Scroll down and click on ‘Webhooks’ > ‘Create New Webhook’.
Paste the Webhook URL we copied earlier, uncheck all Type of Updates options other than ‘Subscribers’, check mark ‘Via the API’ and click on ‘Save’.
D. Test the Connection
To test the established connection, we will add a subscriber to Mailchimp and check for the received response.
Click on the ‘Re-Capture Webhook Response’ button and add a Mailchimp subscriber.
We have established a link between Mailchimp and Pabbly Connect. Pabbly Connect will now automatically capture the data of each new Mailchimp subscriber.
Step 3:- Setup MS Excel as the Action App to Record Responses
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to add Mailchimp subscribers to MS Excel. Thus, MS Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map First Name from the step above.
Similarly, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will start reflecting in your MS Excel spreadsheet.
Our automation is complete. We have successfully integrated Mailchimp with MS Excel. Each time a new subscriber is added to your Mailchimp account, their data will automatically be recorded in your MS Excel sheet.
You can copy and use the entire workflow through this link.
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