AWeber is an email marketing tool that allows businesses to build/manage their email communication to Subscribers. With the help of Make, you can add new Subscribers in AWeber to Capsule.
- When a new Subscriber is added to your chosen list in AWeber, a search is performed in Capsule CRM.
- If the Subscriber doesn’t exist in Capsule, they will be added as a new Person record.
- If the Subscriber already exists, a Note will be added to their record instead.
Getting Started: What You'll Need
To build this automation, you will require:
- An AWeber account
- A Capsule CRM account: An active Capsule CRM account.
- A Make.com account: A Make account is necessary to use this template.
How to set up the AWeber to Capsule Scenario
This Make Scenario will help you automate the process of adding a new Contact to Capsule each time there is a new Subscriber in AWeber to a chosen list.
We have created a template to make the process as simple as possible. Click on this link to take you to the landing page: Add new AWeber Subscribers as Capsule CRM Contacts, then choose + Use this Scenario to load it.
You will be prompted to log in to your Make account. If you don't have an account, you can sign up here - Make.com.
It’s always a good idea to give your Scenario a name, that way it’s easier to reference and find at a later stage. You’re able to update the name from the top left of the edit page.
Find new AWeber Subscribers
- The first step is to watch for a new Subscriber in AWeber. Click on the AWeber module (first circle on the left) and choose Create a Connection
- In the Connection type drop-down, select AWeber, and give your connection a Name to easily identify it
3. Choose Save to link Make with AWeber. A new window will open at this point, where you can enter the login details for your AWeber account.
You will also be asked to give Make specific permissions, choose Allow to complete the connection.
If you signed up to AWeber using SSO, you will need to reset your password in AWeber first, to get your login credentials for this step.
4. When directed back to Make, select the AWeber Connection you created in the previous step. At this point, you can also select your chosen Account and List. The Limit field will already be populated for you.
5. After clicking Save, you can choose when to start picking up new AWeber Subscribers. In this example, we have selected to pick up them All.
Select Save to complete this step.
Find Capsule Contact
1. Now we can check if the Contact already exists in Capsule. Click on the Capsule CRM (Search Parties) module.
2. In the Connection field, follow the steps to choose your Capsule account. When prompted for permissions, choose Allow.
3. Check that the search field is pre-populated with the Email field from AWeber, then select Save.
Create Capsule Contact
- Now, we can set up the creation of the Capsule Contact if it doesn't already exist. Click on the Capsule CRM (Create a Party) module.
- In the Connection field, use the drop-down to select your Capsule account.
- Fill in the details for the Contact that will be created if it doesn’t exist in Capsule. The First Name and Email address should already be populated for you. This step is important because here you’re mapping the relevant fields from AWeber to the correct Fields within Capsule.
AWeber does not have the concept of first name and last name and instead uses a single Name field. We have mapped the AWeber Name field automatically to the Capsule First Name field in this scenario. This means you will need to edit the Contact once it has been added if needed.
4. Optional Step - A tag can also be added to any newly created Contacts, so Contacts newly added from AWeber can easily be identified and filtered within Capsule. This is also handy if you have new Contacts being created from other sources too, to see which tool it was created from.
You can see below that we have created a tag within Capsule called AWeber. This tag will be added to all Contacts that are added to our Capsule by this Scenario.
Once you’re happy with the configuration, click on the Save button.
Add note to Capsule Contact
- Next, we can set up to add a note to the Capsule Contact if it already exists. Click on the Capsule CRM (Create an Entry) module.
- Here, you will see the Entry, Party ID and Content of your Note populated for you. If needed, you can make any changes to its Content.
Once you’re happy with this, choose Save.
3. At this point, you will need to save your scenario using the main Save button at the bottom of the editor
Test your Scenario
- Now you can test your scenario. You’ll need to ensure that you have at least one historical Profile in your AWeber account. If not, please go back and add dummy data for the purpose of creating this Scenario.
Then, use the Run Once button at the bottom of the editor.
2. If the Contact isn’t already in Capsule, this will create it for you. Below you will find a screenshot of how this would reflect a new Contact added to Capsule:
Or, if the Contact is already in Capsule, you should see the note added to it:
3. If it all looks correct, you can turn your Scenario on, using the Every 15 Minutes button (at the bottom of the editor). Then select Save.
This activates the Make Automation, which will check every 15 minutes. From this point onward, any new Subscriber in your chosen AWeber list will be added to Capsule.
Check the History tab in the Scenario dashboard to ensure the scenario is running without errors. Make any necessary adjustments based on your workflow needs.
Benefits of this Integration
- Time Efficiency: Automates the transfer of Contact information from new contacts in AWeber, saving time on manual data entry.
- Accuracy: Reduces the risk of data entry errors, ensuring that Contact details are accurately captured.
- Seamless Workflow: Maintains an up-to-date and organised Contact database, enhancing your CRM's efficiency and effectiveness.