Detect new tasks in Capsule CRM, extract text, and create campaigns in Mailchimp

■Overview

Do you find it time-consuming to manually transfer task information managed in Capsule CRM to Mailchimp to create campaigns? These manual tasks can also lead to input errors and missed follow-ups. With this workflow, when a new task is added to Capsule CRM, AI extracts the necessary text from the task details and automatically creates a campaign in Mailchimp, enabling smooth integration between Capsule CRM and Mailchimp.

■Who This Template Is For

• Anyone looking to connect Capsule CRM and Mailchimp to streamline their marketing activities
• Marketing professionals who manually create campaigns based on task information in Capsule CRM
• Anyone looking to automate the integration between customer management and email marketing so they can focus on core tasks

■Benefits of This Template

• Automatically creates a Mailchimp campaign when a task is added to Capsule CRM, reducing the time spent manually transferring information and configuring campaigns
• Prevents human errors such as copy-and-paste mistakes during manual data transfers and omissions in campaign settings

■Flow

1. First, connect Capsule CRM and Mailchimp to Yoom
2. Next, select Capsule CRM as the trigger and set the action to “New Task”
3. Then, set the AI feature’s “Extract Text” action as an operation to extract the information needed to create a campaign from the task details
4. Finally, set Mailchimp’s “Create Campaign” action as an operation to create a campaign based on the extracted information

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data in the flow after the trigger runs.

■Customization Options

• For the AI feature’s “Extract Text” operation, configure the fields you want to use for campaign creation, such as the task name and details, from the Capsule CRM task information
• For Mailchimp’s “Create Campaign” operation, combine the information extracted in the previous step with any text you choose, such as the subject line and body

■Notes

• ‍‍Connect both Capsule CRM and Mailchimp to Yoom.
• When creating a task in Capsule CRM, enter the audience ID, campaign title, and other information to be configured in Mailchimp in the Additional Detail field.
• See below for how to retrieve the contents of Additional Detail from Capsule CRM.
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