What You’ll Need:

• A WooCommerce account
• A WordPress website
• The WooCommerce plug-in installed on your WordPress website
• A Google Sheets account
• A Zapier account

Let’s get started!

Step 1: Add The Zapier Extension To Your WooCommerce Plug-In.

First things first, before you can use WooCommerce with Zapier you’ll have to download the Zapier extension for WooCommerce. Keep in mind that this is a paid plug-in, so if you don’t have it, you’ll need to purchase it in order to use Zapier with WooCommerce. 

To do this, login to your WordPress website and click Extensions from your WooCommerce tab:

On the next page, you’ll search for “Zapier,” in the search bar, and select it when it appears:

Once you select the Zapier extension, you will be redirected to this page:

Pick the subscription option that corresponds to your needs and choose BUY NOW. That will bring you to this page:

Enter your WordPress login information and Continue to the next screen. On this screen, WooCommerce is going to ask if you already have a WooCommerce account. Choose I have an existing WooCommerce.com account – unless you’ve been following this tutorial without a WooCommerce account, in which case you’ll need to make one:

Now you’ll be asked to log in to WooCommerce to complete your purchase. Enter your login information, click Connect Account, and enter your payment info on the next page to complete your purchase:

Once you’ve made your purchase, you’ll be given a license key and a downloadable zip file. We’re going to use each of these to install the Zapier extension, so copy the license key and download the zip file.

Next, find the downloaded zip file – titled woocommerce-zapier – and move it to your desktop:

Next, go back to your WordPress website, navigate to Plugins near the bottom left, and select Add New:

This will bring you to the following page:

Near the top of the page you’ll notice a button that says Upload Plugin as indicated in the image above. Press it, then click Choose File, selected the woocommerce-plugin folder on your desktop, then select Install Now:

If you uploaded the correct zip file, you should now be looking at the following page:

As indicated, select Activate Plugin:

You should now see a little notification at the top of the page letting you know that your Zapier extension has been successfully installed! You’ll also get a little pop-up over in the left pane asking if you would like to create a Zapier Feed. For every Zap you make using WooCommerce, you’re going to need one of these Feeds. So, go ahead and select Click here to create one. This will bring you here:

We’re going to leave this window open while we work on the rest of the Zapier. For now, just make sure that New Order is selected as your Trigger and give the Feed a Title that matches what we’re going to be using it for, as in the image above. We’ll come back to this page in a bit.

Now, it’s time to create your Google Sheet!

Step 2: Create Your Google Sheets Spreadsheet For WooCommerce Orders

Now we’re going to create the spreadsheet where your WooCommerce orders are going to appear. For this example, all of your orders are going to appear in Column 1.

Your rows will be added from top to bottom, so the oldest orders will be at the top of the spreadsheet, while the newest are at the bottom. If you have an existing Google spreadsheet that you’d like to use, feel free to use it, or create a new one just for this Zap. Your spreadsheet should look something like this:

As you can see, in our example we added a title in the first row, just to keep things looking nice. You’ll also notice that we stretched out the first column to be a little wider. This is so that the WooCommerce orders that get copied into the first column rows are completely visible.

Once you have your spreadsheet created, you’re ready to make your Zap!

Step 3: Create Your Zap

Now that we have all of the groundwork in place, we’re ready to start making our Zap! Log in to your Zapier account and go to your dashboard. You should be looking at the following screen:

In that top box, What Do You Want to Automate Today?, we’re going to create the skeleton for our Zap. In the first field, Connect this app…, type in “WooCommerce,” and select it when it appears – like in the screenshot above. Similarly, in the second box – with this app! – search Google Sheets and select it as well.

Once you have each selected, click the Make a Zap! button.

Step 4: Create Your WooCommerce Trigger

After you press the Make a Zap! button, you’ll be faced with the following screen:

This is where you’re going to choose your Zap’s Trigger. The “Trigger,” is what tells your Zap when to run. Every time your Trigger occurs, your Zap will fire into action. In our case, we want our Zap to run every time we get a new order in WooCommerce. So, choose New Order from the options, and Continue.

Next, Zapier will ask you to connect your WooCommerce plug-in to Zapier. Remember our Zapier Feed page that we left open in WordPress? This is where it comes into play. You should be looking at the following screen in Zapier:

Click the Copy button to the write of the url, known as your Webhook URL. This url is what’s going to connect this Zap to our WooCommerce account. Now go back to the Zapier Feed page we left open from earlier, and paste your Webhook into the Webhook URL field. Once you’ve done that, go back to Zapier and click Ok, I did this at the bottom of the page.

Now Zapier is going to ask you to pull in a sample from WooCommerce to use with this Zap. This sample will either be from an existing order on your WooCommerce account or a randomly generated one by Zapier. 

We’re going to use a randomly generated one, though you’re free to use an existing one if you like. Once you’ve got your sample, you’re ready to move on to the next step!

Step 5: Create Your Google Sheets Action

After you finish creating your Zap’s Trigger, you’re going to be faced with the following screen:

This is the section we’re actually going to decide what our Zap does once it’s running. In our case, that’s going to be copying our latest WooCommerce order over to our Google Sheets spreadsheet that we created in Step 2. You should see Google Sheets listed first – since that’s we chose in Step 3 – but if you don’t, you can easily search for it in the search field at the top. Once you have it selected, Continue.

On the next screen, you’re going to pick your Google Sheets action. In our case, that’s going to be Create Spreadsheet Row:

Once you have that selected, Continue.

Now you’re going to connect your Google account to Zapier. If you’ve already done this before, you’ll just choose your Google account and hit Continue, like below:

Otherwise, you’ll choose Connect an Account and follow the on-screen prompts.

You should now be looking at the following screen:

This is your Action template. This is where we’re going to specify exactly what we want Zapier to do when this Zap runs. You’ll notice that be each field is a little dropdown arrow. This dropdown arrow provides you with information from your Google Sheets account, your WooCommerce account, and other data that you’ve used previously in this Zap – like the sample we generated in Step 4. This allows you to customize your Zap and set it up exactly how you like.

In the first field, you’re going to select the Google Drive you want to use with this Zap. This is optional, so you only need to fill it in if you have more than one Google Drive on your Google account.

In the second field, Spreadsheet, you’re going to pick the spreadsheet we created in Step 2 from the dropdown menu:

The third field is where you’ll choose the Sheet of your spreadsheet that is used. For most people – including those who created their spreadsheet while reading this tutorial – you’re just going to choose Sheet1 from the dropdown menu.

The fourth and last field is where you get to exercise some creativity. This is where you’ll decide what gets copied into your spreadsheet every time you get a new WooCommerce order. If you just type in, “New order,” Zapier is just going to copy “New Order,” into your spreadsheet for every order you get – not very useful.

Instead, we’re going to use variables. Variables allow you to fill in the field with information that will change depending on the order. For example, if Ted orders something through your website, the First Name variable will say, “Ted”. Pretty simple!

You can fill in this field to contain whatever you need; if all you need is the order number from each of your orders, then you can choose that variable and leave the rest of the field blank. We’re going to take a slightly more filled-out approach, though, just to give you a feel for how it works.

The first thing we want to know is the customer’s name. In the fourth field, type, “Customer: “. Include the space after the “:”, in order to make things easy to read. Then, from the dropdown menu, choose the variables for your customer’s first and last names (they’ll be the name from the sample we created in Step 4, and won’t actually be used when the Zap runs for real). Be sure to but a space between the two variable bubbles so that they don’t run together. 

It should look something like this:

Next, we’re going to include the order number. On a new line (in the same field) type, “Order #: “ and follow it with the order number variable in the dropdown menu. After that, on another line, type, “Amount Paid: “. This is where we’re going to put the subtotal – not the total. We also recommend including the currency variable just before the subtotal variable, just so you always know what currency the customer used.

Your finished template should look something like this:

Once you’re happy with it, you’re ready to Continue to the last step.

Step 6: Test Your Zap

Typically, we recommend skipping the testing portion of creating your Zap, just because most Zaps are so simple that it’s not really necessary. In this case, though, you want to make sure that the formatting is correct, otherwise, you’ll have a hard time understanding your spreadsheet later on.

After finishing the last step, you should see the following:

As indicated with red in the above screenshot, go ahead and Send Test To Google Sheets. This will send the sample template we just created to your WooCommerce spreadsheet in Google Sheets:

Pretty quickly, you can see that there is already a problem with our example. The new row we just created is using the same format as our title cell! This is because each new row created by Zapier will copy the format of the row directly above it. This means that so long as we fix our sample row, the rest will be formatted correctly. 

To do this, we’re going to use the Format Painter tool. Select a blank cell in the first column, and choose the Format Painter tool at the top of the page:

Once you’ve done this, just click the second row containing our sample WooCommerce order. This will correct it to the format we intended, like so:

From now on, all future cells will be formatted like this. Make sure that you didn’t forget any spaces, and that you’re happy with the information in your cell.

Once you’re happy, you can go back to Zapier and Continue to the final step – turning your Zap on!

On the next screen, all that’s left to do is name your Zap and turn it on:

Keep in mind that once you turn this Zap on, it’s going to add a new row to your spreadsheet every time you get a new WooCommerce order unless you turn it off. 

Conclusion

Here’s a quick recap of everything we did:

• Added the Zapier plugin to WooCommerce
• Created a spreadsheet in Google Sheets for our WooCommerce orders
• Set our Zap to run every time we get a new WooCommerce order
• Set our Zap to copy pertinent information from our new WooCommerce orders to our Google Sheets spreadsheet
• Made sure that the formatting of our orders is correct
• Then we turned our Zap on!

From here on out, you’re going to be able to keep track of your WooCommerce orders in a simple and easy to read format that only includes the information you care most about. You can use this simply to stay on top of your WooCommerce orders, or use it to share your WooCommerce orders with your team, integrate this spreadsheet with other Zaps, and so on.

This is only a sample of what can be accomplished through Zapier. Don’t hesitate to explore what else the service has to offer, and get creative with your automations!

What you’ll need:

• A HubSpot account with access to the Calendar API (requires a paid account)
• A Trello account with a board/list for your HubSpot cards
• A Zapier account

Step 1: Create A Trello Board For Your HubSpot Tasks

The first thing you’ll need to do is create the Trello board that your new HubSpot tasks are going to be added to. If you already have a board created that you plan on using for this Zap, feel free to skip to Step 2.

To create your board, you’ll need to go to your homepage in Trello:

Once there, you’ll select Create new board…, which brings you to the following screen:

Make sure that the title of your board makes it clear that the added items are from your HubSpot Zap. Having a designated Trello board for the cards created by your Zap is a good idea, since you may find that combining your Zap created cards with the rest of your Trello cards creates too much clutter on one board.

Once you’ve created your new Trello board, you’re ready to create your Zap.

Step 2: Create Your Zap

Now that your Trello board is in place, you’re ready to make your Zap. If you’ve never used Zapier before, your “Zaps” are just the automations that you create within the service. To make your Zap, you start by connecting your Trigger app to your Action app. In our case, our Trigger app is going to be HubSpot and our Action app will be Trello. On your Zapier dashboard, you should see this at the top of the page:

In the Connect this app… field, you’re going to search for “HubSpot”. Make sure that you select HubSpot and not HubSpot CRM. In the second field – with this one! – you’re going to search for “Trello”. Your page should look like the following:

From here, all you need to do is select Make a Zap!

Step 3: Create Your HubSpot Trigger

You should now be looking at the following screen:

This is where you’re going to choose your Trigger. As the name implies, your Trigger is what tells your Zap when to run. In our case, that’s going to be anytime a new task is created in HubSpot. You’ll notice, however, that you don’t see New Calendar Task as an option. In order to bring it up, you’ll need to type the “Task” into the search field.

Once you select it, hit Continue. You’ll now need to connect your HubSpot account to Zapier if you haven’t already. All you need to do is select Connect an account and follow the instructions on the next page. After your account is connected and selected, you can Continue.

At this point, Zapier will bring you to the following page:

To continue creating your Zap, Zapier needs sample information. This information is only used to establish how your Zap will work, and won’t actually be used when your Zap runs. If you already have tasks created on your HubSpot account, then you can have Zapier pull in a random task to use as your template. If (like in the image above) you don’t have any tasks created yet, you can choose Skip This Step. Choosing this means that Zapier will create a fake task to use as our sample going forward. Either one of these options works fine, so the choice is up to you.

Once you’ve chosen your sample, you’ll keep clicking Continue until you get to the second part of your Zap, creating the Action.

Step 4: Create Your Trello Action

After you’ve finished setting up your Trigger, you’ll end up at the screen below:

Since we chose to connect HubSpot to Trello when creating our Zap, you should see Trello listed first, as in the image above. If not, you can simply type Trello into the search field and choose it from the list. Once Trello is selected, Continue.

Now you’re going to choose the Action that Trello performs when your Zap runs. You should be on the following page:

Since our goal is to create a card on our Trello board, you’re going to choose Create Card from the list of actions. Once you’ve chosen it, Continue.

Next, just like with HubSpot, you’re going to connect your Trello account to Zapier, assuming you haven’t already done so. Once you’ve connected your account, Continue to the next page.

Now it’s time to create your template:

This is where you’re going to decide how the Trello card that your Zap creates looks like. You can fill in the bare minimum amount of information, or fill in every field you want – it’s up to you. We’re going to cover the required fields, as well as a few other fields that you may find handy.

First, you need to choose what board your card is going to be created on. On the right of every field, you’ll see a tab for a drop-down menu. These drop-down menus pull information from your connected accounts as well as the Zap itself. If you choose the drop-down menu for the Board field, you’ll see all of your Trello boards available as options:

Once you’ve chosen the Trello board that you want your HubSpot cards to be added to, you’ll need to choose a List on that board for the card to be added to. For organizational purposes, you may find it helpful to create a list specifically for your HubSpot cards.

Next, you’re going to Name your HubSpot card. Obviously, you don’t want all of your HubSpot cards to have the same name. This is where variables come into play. You’ll notice that when you choose the drop-down menu for this field, Zapier pulls information from your first Zapier step using the sample information you chose. Just to keep things simple, we’re going to name our card after the HubSpot task that triggered it, like so:

For the Description field, you can essentially do the same thing by choosing Description from the drop-down menu. However, you can also customize your Description a bit by combining text and variables. Next is the Label field. You don’t have to fill in this field, though it might be helpful to label your Zap-generated cards as such – just so that there’s no confusion for you or your team later on. In the Custom Labels field, you can enter something like “Zapier-created card,” to let yourself and others know that it was created by an automation.

The next couple of fields are fairly self-explanatory and will be used differently by different users. In the Due Date field, you can select Task Due Date from the drop-down menu. The rest will likely be left empty, though that’s entirely up to you. Once you’ve filled out your template exactly how you want, you can Continue.

Next, Zapier will ask you if you want to send a test to Trello. All this means is that Zapier will run the Zap using your sample information, just to make sure that everything is working as it should. Just keep in mind that the testing the Zap will create a sample card on your Trello board, so you’ll need to delete it after testing the Zap. Once you’ve skipped or submitted the test, you can Finish your Zap.

You’re now at the last step!

All you have to do from here is name your Zap and turn it on. Once you click the OFF switch in the image above your Zap will go live, and any new tasks created in HubSpot will automatically be added to your Trello board as cards.

Conclusion

Here’s a quick recap of everything we did:

• Created a new board/card in Trello specifically for our HubSpot tasks (optional)
• Created a new Zap that links HubSpot to Trello
• Set our app to trigger anytime a new task is added in our HubSpot account
• Set our Trello account to add a new card to our Trello board using the information from the HubSpot task that initiates the Zap

Automatically adding your HubSpot tasks to your Trello board is a great way to stay in touch with your team and save yourself time. It ensures that no HubSpot tasks ever get overlooked as well, so you’ll be much less likely to fall behind.

This is only a sample of what can be accomplished through Zapier. Don’t hesitate to explore what else the service has to offer, and get creative with your automations!

Step 1: Create A Mailing List

The first step is going to be a bit of prep work: Creating your mailing list in MailChimp. If you already have the mailing list in place that you plan on using, feel free to skip this test. For everyone else, let’s get into it!

After you’ve created/logged into your MailChimp account, you should see a page that looks like the image below (minus the “Example List”). From here, you’re going to click Create List in the top right. This will walk you through the process of creating your list.

After your list is created, you need to create a way for people to subscribe to it. The best way to do this is through an embedded form. An embedded form is just a pre-created bit of code. This code will create your typical online subscription form, which looks like a pair of text boxes asking for a person’s name and email.

To get the code for this form, click on the list you just created. From there, you’ll see a screen that looks like the image below:

Any of these options will give you a subscription form, but the simplest choice is Embedded Forms. Selecting this option will provide you with a bit of HTML code, which you can copy and paste onto your site wherever you like. And voilà! You now have a mailing list and a way for people to join that list on your site.

Step 2: Create Your Zap

Now that you have your MailChimp mailing list in place, and you have a Salesforce account ready to go, you’re all set to start creating your Zap. If you’ve never used Zapier before, your “Zaps” are just the automations you create. On the home page of Zapier, you should see a form that looks like this:

In the first field – Connect This App – you’re going to input MailChimp, and in the second field – with this one! –  you’re going to input Salesforce. You’ll do this simply by typing the name of each app in the appropriate fields and clicking on them when they pop up. When you’re done, it should look like this:

You can leave the When This Happens… and then do this! fields blank for now, and just click Make a Zap!

Step 3: Create Your MailChimp Trigger

Now that you’ve created your Zap, it’s time to make it do something! After making the Zap, you should find yourself at this page:

You’ll notice that on the left side of the page are two boxes, Trigger and Action. The Trigger is whatever you want to make your Action happen. In our case, that’s a new subscriber. Click New Subscriber and select Continue.

The next step is where you connect your MailChimp account to your Zapier account. If you’ve already used MailChimp with Zapier, you should see that your account is already selected. If this is the case, you can simply select Continue.

If you’ve never used MailChimp with Zapier, you’ll choose Connect an Account. This will take you to a MailChimp login page, and all you have to do from here is login, enter any verification codes, and accept any pop-ups. Once you’re finished, you can go back to Zapier, select your now connected account, and Continue to the next step.

The next step will ask you to choose a MailChimp list. At this point, you’ll click your MailChimp list from the drop-down menu and hit Continue. Zapier will then bring you to the following step:

If your list already has subscribers, then you can choose to Pull in Samples. All this will do is use random subscribers from your list to fill out the next couple of forms with. This doesn’t mean that the subscriber it chooses will be affected in any way, it’s only there to make filling out the forms easier. If you don’t have any subscribers, or you’d rather use fake subscribers that Zapier creates, just click Skip This Step. If you skip the step, you’ll see something like this:

Subscriber A is just a fake subscriber made up by Zapier that we’re about to use in the next step. Just click Continue With Default Sample.

Step 4: Create Your Salesforce Action

Okay, so just to recap everything that’s happened so far: First, we created our MailChimp list and integrated it with our website. This allows people to join our mailing list. Then, we made a new Zap on Zapier that connects your MailChimp account to your Salesforce account. For our trigger (the event that puts your Zap into action) we chose New Subscriber. This means that anytime you get a new subscriber, this Zap will do its thing. And now, we’re going to tell Zapier what that thing is.

You should be looking at the above screen. Since we told Zapier that we wanted to use Salesforce when we created the Zap, it should be the first choice of Action App. If it isn’t there, you can easily search for it and select it in the search box. Once you’ve chosen Salesforce, scroll down and Continue.

Next, Zapier will ask you which action you would like to perform. In our case, that would be Create Lead. Choose this option and Continue.

Just like with MailChimp, Zapier is going to need to connect to your Salesforce account. Select Connect an Account and Continue to the next step once you’re all set.

Now the moment we’ve all been waiting for: Creating your new Salesforce Lead. The page you’re looking at now should be a bunch of empty boxes asking you to fill in information. The only boxes you have to fill in are Last Name and Company.

These boxes – and any others you choose to fill in – will determine what the created Lead looks like every time you gain a subscriber. If you wanted, you could fill in “Jim” in every field, and every time you gained a subscriber, you’d get another Lead on Salesforce named Jim Jim, Jim Ltd. However, we’re going to opt for something a little more useful.

In the first box, Last Name, you’re going to pull the last name from MailChimp and fill it into the box. To do this, click the button on the right of the Last Name box. This will give you a drop-down menu like the one below:

You’re going to select Merges Lname, which just means that whatever the last name of your new subscriber is will be filled into this box. Salesforce also requires that you enter a Company for any new Leads. This creates an issue, though, since you won’t know what company a person belongs to just from their email subscription. So instead, you can fill in this box with anything that associates the Lead with this Zap – that way you know where the Lead came from. To do this, simply type something along the lines of, “MailChimp Subscriber” or “Zapier Lead” into the Company box.

You technically don’t have to fill anything else out for this section, and the majority of it is information that you won’t have unless you interact with a Lead more. However, there are a few boxes you can fill in, just so that you have a little more than a last name for your Lead. If you scroll down a bit, you’ll see a box labeled Email. For this field, you can choose the drop-down menu and select Email – filling in the email that the subscriber used to join your MailChimp list.

Right below that you’ll see the First Name box, which you can fill in using the drop-down menu with the Merges Fname option. For the Lead Source box you can choose Use Custom Value and fill in something similar to what you filled in for Company, i.e., “MailChimp Subscription”. This just tells you later on that the Lead came from this Zap.

Feel free to fill in as many or as little boxes as you see fit, and hit Continue when you finish. You should see the following screen:

This page is just here to test the Zap before turning it on. Whether or not you choose to send the test or skip it is completely up to you, it doesn’t affect the final outcome. Once you finish this section up, you’ll arrive at the final page:

This means you’re almost done! All that’s left to do is name your Zap and turn it on. Once you click the Off switch in the middle of the screen, the Zap will go live, and any new MailChimp subscribers you receive will automatically become Salesforce Leads!

Conclusion

A quick recap of what we did:

• Created a mailing list in MailChimp and integrated it with our website
• Created a new Zap in Zapier that connects MailChimp to Salesforce
• Created a trigger that runs the Zap every time someone new subscribes to our MailChimp list
• Created an action that adds that new subscriber as a Lead on Salesforce

By identifying each of your new MailChimp subscribers as potential Leads, you make it easier to stay in tune with your mailing list and keep up with prospective customers. Both Salesforce and MailChimp are valuable tools for managing your customers. By combining these resources with Zapier, you strengthen your ability to secure and retain clients.

This is only a sample of what can be accomplished through Zapier. Don’t hesitate to explore what else the service has to offer, and get creative with your automations!

For this, you’re going to need a MailChimp and a Zapier account. Both are free and easy to join. You’ll also need to be at least a little familiar with your site and how to embed things in it. To incentivize people to sign up for your email list, we suggest giving away a digital good for free. This can be a PDF, video, software sample, discount code, etc. The item will be different depending on what kind of service you are trying to promote. To be able to share the file, you need to have it uploaded online somewhere that allows you to share the file using a link. If you don’t already have the file uploaded somewhere, Dropbox is another simple and free solution that will allow you to upload the file and share it through a link.

Now that that’s out of the way, let’s get into it!

Step 1: Upload Your File To Dropbox

If you already have your file/item uploaded somewhere that allows you to share it, or you’re giving away a discount code, then feel free to skip over this step.

Otherwise, go to the Dropbox website, select “Upload” and then choose “Files”. Then navigate to where those files are on your computer and upload them.

Step 2: Create A List In MailChimp

Once again, if you already have a mailing list in MailChimp, then feel free to skip over this step as well.

Create a list in MailChimp and fill in your company’s information by selecting “Create List”.

Once you’ve created your list, click on it, and then click “Signup Forms”.

After that, choose “Embedded forms”. This will provide you HTML code that you can copy and paste onto your site. Once you have copied it over, a form will appear on your webpage that allows people to subscribe to this mailing list.

Step 3: Create A New Zap In Zapier

Zapier is a website that allows you to create automatons using different services. An automation is just a series of steps that you would normally complete yourself, but instead Zapier will do it for you, saving you time, energy, and all of that other stuff you could be spending on more important things.

On the front page of Zapier is a box that says “What Do You Want to Automate Today?”.

This is where we’ll create the beginnings of your Zap (aka automation). For our purposes, you’re going to want to connect “MailChimp” to “Email by Zapier”. In the left box, type in “MailChimp” and select it when it pops up, and in the right box, type in “Email by Zapier”, selecting it as well when it pops up. Then, just click “Make a Zap!”

Step 4: Create The Trigger For Your Zap

Your Zap’s “Trigger” is just what causes it to start working. In our case, we want our Zap to run every time someone subscribes to our email list. You should see a screen that looks like this:

If “New Subscriber” isn’t selected, select it, and hit “Continue” in the blue box in the bottom right. Next it will ask you to connect your MailChimp account. Click “Connect Account” and login in the tab that it sends you to. This connects your MailChimp account to your Zapier account, so that the two sites can work together. This is what makes Zapier such a useful service.

After you’ve connected your account, click “Continue” and choose the MailChimp list that you have embedded on your website. Click “Continue” again, then click “Continue With Default Sample”, and skip any testing that it asks you to do. You’re welcome to test the Trigger if you want, but it isn’t necessary.

Step 5: Send Outbound Email

This is the step that sends an email to your new subscriber containing your free digital offer. You should be on the second step in your Zap “Send Outbound Email”. There’s only one option, “Send Outbound Email”, so leave it selected and click “Continue”.

Next we’re going to create the email that will be sent to the subscriber. For the “To” field, click the drop-down menu to the right of the field, and click the “Email” option. This will pull the email from the MailChimp trigger and send it to that address.

After you click it, you should see the field filled in with a green bubble that says “Step1: *email address*”.

Fill in the Subject and Body with whatever you like. Keep in mind that this is what your new subscriber will see in their inbox. After you finish typing in your message in the Body field, paste the link for your download. If you uploaded it to Dropbox, go to the file in Dropbox, select “Share”, “Create a link”, and then “Copy link”. Then paste this link into the body of your email.

You can fill in more fields as you like, but this is all you need to do for this step.

Step 6: Append Entry and Schedule Digest

Now we’re going to get into the steps that email you a list of your new subscribers for the week. On the left of the page, select “Add a step”. In the search bar, type in “Digest by Zapier” and click it.

Choose “Append Entry and Schedule Digest” and continue. For the “Title” field, enter something along the lines of “New Email Subscriptions This Week.” The “Entry” field is what will generate your list of subscribers. Once again, click the drop-down menu to the right of the field, and select “Email” from the first step. You can also pull in the variables containing the subscriber’s first and last name, if you want, so that you can associate a name with each subscriber. After you pull in the variables you want, type “<br/>” at the end of the line. This is HTML for creating a line break, and will make your list look like a list as opposed to a bunch of emails running together.

Set the “Frequency” to “Weekly”, the day of the week to “Saturday”, and the time to “Midnight”. Click “Continue”. As before, skip testing, and click “Continue”.

Step 7: Email The Weekly Digest To Yourself

Lastly, we’re going to create the email that will send you the list of new subscribers. Click “Add a Step”, search for “Email by Zapier” and select it. Once again, we’re going to “Send Outbound Email”.

For the “To” field, enter your email address. Label the “Subject” field whatever you would like; something like “New Email Subscribers” is perfect. In the “Body” section, select the drop-down menu, scroll down to “3 Append Entry and Schedule Digest”, click it and select “Current Digest”.

Skip testing, and click “Finish”. You’ll see a pop up asking if you’re ready to turn your Zap on. So long as you are ready to start automating this task, turn it on, and you’ll be all set!

Conclusion

To recap:

• We uploaded a free good to Dropbox
• We created an email sign up form on our website using MailChimp
• We created an automation in Zapier that connects MailChimp to Email by Zapier
• Each new subscriber will get a welcome email that includes a free downloadable good
• Each week, on Saturday at midnight, you will receive an email list containing the emails of each new subscriber for that week

This will incentivize potential customers to subscribe to your mailing list, encouraging their participation with your service. Also, by sending yourself an email list of your new subscribers, you can track your growth and effectiveness, and even send out personalized emails to subscribers if you want.

Zapier can be a great tool for growing your business. Definitely check it out and experiment with different kinds of automations. Hopefully you found this helpful as a starting resource for the site.