CRM intergration via Zapier

 

Note

As Zapier only syncs with new data and not with any data already collected, it is important to set up your zap as soon as possible in any process.

 

 

 

Send Email Campaign to a Mailjet Contact List Zap

General Information

In a business environment the list of people you need to contact regarding specific developments can be ever changing.

Do you want an effective way to instantly communicate information about new prospects, deals or opportunities in your CRM? With this Zapier automation you can easily send the necessary details to every person in a selected Mailjet contact list.

The main advantages of using a Mailjet contact list are:

• You only need to update your Mailjet contact list with the proper recipients in order to ensure that every person is added - no need to update every single Zap you’ve created whenever an email address needs to be added or removed.
• You can view your campaign stats in Mailjet to check deliverability reports and open / click rates.

The zap will work like this:

1. You create a trigger on your CRM for a certain event of your choice – e.g. a new Contact, Deal, Deal status, Opportunity, Activity etc. For reference on the general steps, please click here.
2. You then create an action on Mailjet to ‘Send an Email Campaign to a List’ when the respective event occurs. For reference, please click here.

How to Configure the Mailjet Campaign Email

The most important part of this zap’s creation is configuring the action specifics – in this case selecting the campaign email details.

The information you need to enter is:

• From Address - The sender address to be used for the campaign
• From Name - The name of the sender that will appear in the campaign emails
• Contact List - The Mailjet contact list you want to send the campaign to
• Campaign Title - The name of the campaign, to be displayed internally in your Mailjet Campaigns
• Email Subject - The text that will be entered in the subject line for the campaign
• Email Body - The body of the campaign email

In addition, you are able to choose a ‘Reply To’ address. This is optional, but allows you to select a different email address, where replies from recipients will be received.

Campaign Personalization

Personalize your emails by inserting information from the contact properties stored in Mailjet, by using the syntax [[data:property_name:"default_value"]]. For example, a Dear [[data:firstname:"Customer"]], email introduction will add the value of the firstname property for each contact to their respective email.

If there is no value linked to firstname for a certain contact, it will be replaced by the default value, in this case - Customer.

Additionally, you have the option to add information from details available in the CRM (e.g. deal name, account to which it is linked, close date, value etc.) to your email, subject line and/or campaign title, so that you can then send the campaigns with the relevant information included.

Campaign Statistics

Every time a zap with the ‘Send Email Campaign to a List’ action is triggered, it will create a campaign and send out the email template you configured to the contact list you have selected.

The respective campaign will be recorded in Mailjet and you can see your campaign stats at any time by going to your Mailjet Campaigns and clicking on the name of the one you want to view.

For more information on Mailjet campaign stats, please visit our dedicated guide.

 

Parse Inbound Emails Zap

General Information

Wouldn’t it be great to have your incoming mail automatically processed and distributed to another application?

You can take advantage of the contact forms you set up on your website, in order to streamline the contact registration process. For example, a sales prospect fills out the Sales contact form on your website. With a properly set up zap, the email – with the key information in the email custom headers – will be transferred into your CRM and automatically create a new prospect.

Here’s how you can achieve this:

1. Create a zap with the Mailjet trigger: Mailjet Parse Inbound Email.
2. Mailjet will then generate a special email address (called a Parse API email address).
3. You then redirect your inbound emails to this new parse email address (you have to do this outside of Zapier).
4. Complete the zap by selecting what parts of the email you want to be parsed and sent into which Zapier connected app (Action).

Trigger Phase

To create the zap, first you need to create a proper trigger. To do that, please follow the instructions below.

1. Go to Zapier, click on ‘Make a Zap’, then search for and select ‘Mailjet’ as a Trigger App.

2. Select the ‘Parse Inbound Email’ trigger and click ‘Save + Continue’.

   

3. Select the Mailjet account you want to use, or connect a new one. For reference click here.

4. As this point you will need to ask Mailjet to create a new parse email address for your Zap.

   

   Although the long list of instructions on Zapier may look confusing, it is quite simple! :)

   You can generate a parse email address using the Mac Command Terminal, Postman, Hurl.it or your favourite API Request Builder. For this example, we will create the parse email address using Hurl.IT.

   Open a new browser window and go to www.Hurl.it.

   

   From the drop down list, select ‘POST’. Then paste the Mailjet Parse Route URL: https://api.mailjet.com/v3/REST/parseroute

   The Mailjet Parse Route URL will parse the inbound emails and send the contents to another location – in this case Zapier.

   

   Click the ‘+ Add Authentication’ link.

   Add your Mailjet API Key (username) and Secret Key (password) into the respective text boxes. You can find this information in the API Key Management section of your account.

   

   Now you need to provide a destination URL, where the parsed email content should be sent. This URL is called a webhook URL.

   Go back to your Zapier page and scroll to the bottom to find the webhook URL, then click on the ‘Copy to clipboard’ button.

   

   Go back to the Hurl.it page and click on ‘+Add Parameter(s)’.

   

   In the name text box, enter: URL.

   And paste the webhook into the second text box.

   

   Click the checkbox to confirm you are not a robot ;)

   Then click on ‘Launch Request’.

   

   Congratulations – you have made your first parse email address! When an email is sent to this parse email address, Mailjet will parse the elements of the email and send them to Zapier. Then your zap will forward the parsed elements to the CRM.

   And yes, the parse email address is quite long – please record it somewhere for future reference. ;).

   
   
   

    

5. Now you need to send a test email to your new parse email address to activate it.

   Please ensure the email contains the information needed – you will need to cover at the very least the minimum requirements for details needed to create the prospect.

   Once you have sent the test email, switch back to your Zapier screen and click on ‘OK, I did this’.

   

   You should see the ‘Test Successful!’ Page with a link to view your parse inbound email (the test email you had sent a few minutes earlier).

   If the test was not successful, click the Re-test Mailjet button to get another parse email address, or send another test email to the parse email address.

6. Click the ‘Continue’ button to complete the Parse Inbound Email Trigger!

   

Action Phase

1. Once the trigger has been configured successfully, you will need to set a proper Action for your CRM – e.g. Add a new Contact / Person / Lead to the CRM.

2. After selecting the CRM account you want to use, you will need to configure the action specifics.

   You will have to match the information from your test email headers to the respectful CRM fields. This works similarly to the functionality explained here.

3. When you are finished, click on ‘Continue’ to test the zap.

4. Once the test is successful, you can finish the configuration and turn on the zap.

You are done! Your Zap is now on and will automatically run when emails are sent to your parse email address.

 

Update Contact Properties Zap

General Information

Every business wants to always keep their customers’ information up-to-date, which makes it necessary to make regular changes when your CRM contacts / leads change their cell phone / address / family name etc. It would be awesome for those changes to be immediately updated in Mailjet as well, right?

To accomplish this, you need to create a zap that links an update of your Contact’s details to and update of the same contact’s Contact Properties in Mailjet. We will now explain how this is done.

Trigger Phase

1. Click on ‘Make a Zap!’, enter the name of your zap and choose the CRM software you are using as the Trigger App.
2. Choose the trigger for your CRM that corresponds to updating Contact / Lead details. Depending on the CRM configuration in Zapier, it can be ‘Updated Contact’, ‘Updated Lead’, ‘New Contact Property Change’, ‘Create/Update Contact’ etc.
3. Select the account you will use for your CRM from the list shown. If needed, connect a new CRM account to Zapier by clicking on ‘Connect an Account’.
4. Click on ‘Fetch & Continue’ to test the trigger by fetching information about a recently updated account from your CRM.
5. Once the test is successful, click on ‘Continue’ to finish setting up your trigger.

Action Phase

1. Search for and select Mailjet as your Action App.

2. Choose the ‘Update Contact Properties’ trigger, then click on ‘Continue’.

   

3. Select the Mailjet account you will use. If needed, connect a new CRM account to Zapier by clicking on ‘Connect an Account’. Once you are ready, click on ‘Continue’.

4. You will now need to match the contact details from your CRM to the contact properties in Mailjet.

   

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

   

   Click on ‘Continue’ when you are ready with your selections.

5. You will now have to test the action by matching the contact details pulled earlier with the trigger test to the contact properties in Mailjet.

   

   Click on ‘Create & Continue’ to start the test. If you want to skip it, click on ‘Skip Test & Continue’.

6. Once the test is successful (or if you have skipped it), you will need to simply ‘Finish’ the zap and turn it on, and you are ready to go!

How to Configure with Create / Update trigger

If the trigger configured for your CRM app in Zapier is ‘Create / Update Contact’ (or similar), it covers two different events – when the contact is created and when the contact information is updated. However, the ‘Update Contact Properties’ action only covers the ‘Update’ part of the trigger, and will miss all the accounts that have been created.

To fix this, you need to add a second action for Mailjet in your zap. To do this, after testing the ‘Update Contact Properties’ action click on ‘Add a Step’ instead of finishing the zap.

Afterwards simply follow the instructions for configuring the ‘Subscribe Contact to Mailjet List’ action here.

 

Email Events Zap

General Information

The Email Events trigger allows you to set up a Zap, which will activate upon a certain email event – e.g. the mail is opened, a link within it is clicked, it bounces and cannot be delivered etc. This allows you to transfer information back to your CRM for the respective emails you are interested in. Here are some examples of the possibilities:

• Leave a Note in CRM for the contacts, whenever they open a Mailjet campaign email.
• Transfer the contents of a Mailjet campaign email to the CRM and add a log for the email to the respective account.
• Create new Leads based on clicks within a Sales Email campaign.

Naturally, the ways to configure the Zap depend on the Zapier actions available for the CRM you are using. Here as an example we will configure a Zap to leave a note in a CRM contact every time this contact ‘clicks’ an email.

Trigger Phase

1. Click on ‘Make a Zap!’, enter the name of your zap and choose Mailjet as the Trigger App.

2. Select the ‘Email Events’ trigger, then click on ‘Continue’.

   

3. Choose a Mailjet account to use, or link a new one to Zapier, if needed. For more information click here.

4. You will now need to select the events you want to automatically track for this trigger. Event Tracking simply means whenever there is an event, an event is dispatched to the provided Endpoint URL, containing meaningful context about the event (like the recipient email, timestamp, etc). From here, the customer can script actions to be done following it.

   Note

   Mailjet allows you to track each event from one URL at a time, so it will not be possible to track a Click event simultaneously from Zapier and a custom URL, for example.

   We will use the URL provided to allow Zapier to recognize when a link in an email was clicked, and subsequently trigger the Zap. To do that, first please copy the provided URL to your clipboard.

   

   Then go to the Trigger Events section of your Mailjet account.

   

   Follow the below instructions to configure the Endpoint URL for the Click trigger.

   A. Tick the checkbox next to the ‘Click’ event.

   B. Paste the previously copied URL into the ‘Endpoint URL’ field for the ‘Click’ event.

   C. You can test the URL by clicking on the ‘Send’ button – if it is correct, you will receive a ‘OK, Code 200’ response.

   D. Click on ‘Save’ to submit the changes.
   
   

    

5. Once you have done this, go back to Zapier and click on ‘Continue’.

   

6. You will be given the option to select a contact list for the zap. Call up the drop-down menu and choose the list you want to use.

   

   Note

   If you do not select a contact list, the trigger will activate for all contacts linked to your Mailjet account. This will allow you to track transactional emails as well.

   Once you are done, click on ‘Continue’.

7. You will be asked to review your selections – make sure that you have added the Endpoint URL link and selected the proper contact list.

   

8. The system will now want to test the trigger. Make sure that you have recent events matching your selections so far. In this case, we need a contact from the ‘Mail Events List’ contact list, who has clicked on a link in a Mailjet campaign recently.

9. Once the test is successful, click on ‘Continue’ to complete the trigger configuration.

   

Action Phase

1. Search for and select your CRM as the Action App.
2. Choose the action you want the Zap to perform. In our example this will be a ‘New Note’ or ‘Add Note’ action. Then click on ‘Continue’.
3. Select the CRM account you want to use, or connect a new one to Zapier. Once you have chosen the account, click on ‘Continue’.

4. You will now need to configure the note. The options may vary depending on the CRM you are using, but you will always be able to select a user, match certain properties to the contact properties in Mailjet, as well as select the Note body.

   Here is an example for a configured note. Once you have configured the Note on your end, click on ‘Continue’.

   

5. Zapier will now ask you to test the zap – click on ‘Create & Continue’ to do that, or on ‘Skip Test & Continue’ to skip it. Afterwards simply Finish the Zap and turn it on and you are all set!

 

Additional Zap Functionalities

Due to the variety of triggers and actions for the different applications supported by Zapier, we are unable to list all of the possible zap configurations. We feel that the above instructions will cover most (if not all) of your CRM integration needs, but you can always test out differently configured zaps to try and link your Mailjet and CRM accounts.

 

Ready to Use Zap Templates

Zapier allows the creation of templates for commonly used zaps – they will streamline the process for you, by hiding unnecessary options and allowing you to select only the ones you need for your zap.

To review the available Zap templates, go to Zapier’s Explore section. There you can search for and add the applications you want to link – Mailjet and your CRM application. Once selected, the respective app tags will show below the search section.

When you have selected the two apps, scroll down to see the popular Zap templates and click on ‘Use this Zap’ to use the template you have chosen.

Here is an example list of popular zap templates configured for different CRM services.