Translations:Integration with Mailchimp/3/en: Difference between revisions

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:5. Next <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">choose a trigger app</span> - put SimplyBook in the searchbox to find and select it.
:5. Click on '''+ Create Zap''' button.
[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
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[[File:Select simpybook as trigger.png|border|center]]
:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
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[[File:Select trigger sbm.png |border|center]]
:7. Choose the desired trigger and the account that you have previously connected. Click "Continue".
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
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:6. Enable '''Zapier Connector''' custom feature on your custom features page.<br>
:8. Test your trigger, select the sample record and proceed to the action step.  
Connect to your Zapier account using the ‘’’Quick connect’’’ option there.
[[File:Quick connect zapier.png|1200px|border | center|link=https://help.simplybook.me/images/8/84/Quick_connect_zapier.png]]
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:7. Or you can choose a manual connection by credentials.
:9. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
- Go to Zapier.com -> App connections page and click on “Add connection” button<br>
[[File:Add connection zapeir side.png|1200px|border | center|link=https://help.simplybook.me/images/c/c2/Add_connection_zapeir_side.png]]
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- Select SimplyBook.me<br>
- Copy company login, user login, generate and copy API key from your SimpyBook.me account<br>
[[File:Zapier manual connection new.png|1200px|border | center|link=https://help.simplybook.me/images/c/c3/Zapier_manual_connection_new.png]]
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- Paste them to the corresponding fields on Zapier.com side and click on “Continue” option there. The account gets connected.
[[File:Credentials on zapier side new.png|1200px|border | center|link=https://help.simplybook.me/images/e/e9/Credentials_on_zapier_side_new.png]]
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:8. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
[[File:Select mailchimp.png|border|center]]
[[File:Select mailchimp.png|border|center]]
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<br><br>
[[File:Select action on mailchimp side.png|border|center]]
[[File:Select action on mailchimp side.png|border|center]]
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:9. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
:10. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
[[File:Log in to mailchimp.png|border|center]]
[[File:Log in to mailchimp.png|border|center]]
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:10. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
:11. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
[[File:Mailchimp template.png|border|center]]
[[File:Mailchimp template.png|border|center]]
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:11. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
:12. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
<br><br><br><br>
<br><br><br><br>

Latest revision as of 15:10, 17 April 2026

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Message definition (Integration with Mailchimp)
:5. Click on '''+ Create Zap''' button.
[[File:Create zap path.png|1200px|border | center|link=https://help.simplybook.me/images/2/24/Create_zap_path.png]]
<br><br>
:6. In the popup that appears find SimplyBook.me in the list of apps to connect to.
[[File:Zapier new sb as trigger.png|1200px|border | center|link=https://help.simplybook.me/images/1/13/Zapier_new_sb_as_trigger.png]]
<br><br>
:7. Choose the desired trigger and the account that you have previously connected. Click "Continue". 
[[File:Zapier new choose trigger event.png|1200px|border | center|link=https://help.simplybook.me/images/4/45/Zapier_new_choose_trigger_event.png]]
<br><br>
:8. Test your trigger, select the sample record and proceed to the action step. 
<br><br>
:9. Now <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">select MailChimp as an action app</span> and select the action that will take place when the trigger works.
[[File:Select mailchimp.png|border|center]]
<br><br>
[[File:Select action on mailchimp side.png|border|center]]
<br><br>
:10. Connect <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">your MailChimp account.</span>
[[File:Log in to mailchimp.png|border|center]]
<br><br>
:11. <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Set the required fields</span> depending on the action you have selected.
[[File:Mailchimp template.png|border|center]]
<br><br>
:12. Confirm your choices and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">turn the Zap on.</span>
<br><br><br><br>
5. Click on + Create Zap button.



6. In the popup that appears find SimplyBook.me in the list of apps to connect to.



7. Choose the desired trigger and the account that you have previously connected. Click "Continue".



8. Test your trigger, select the sample record and proceed to the action step.



9. Now select MailChimp as an action app and select the action that will take place when the trigger works.





10. Connect your MailChimp account.



11. Set the required fields depending on the action you have selected.



12. Confirm your choices and turn the Zap on.





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