AWeber is an email marketing tool that allows businesses to build/manage their email communication to Subscribers. With the help of Zapier, you can add new Subscribers in AWeber to Capsule.
Getting Started: What You’ll Need
To use this automation, you will need:
- An AWeber account: An active subscription to AWeber with at least 1 List
- A Capsule CRM account: An active Capsule CRM account
- A Zapier account
How to set up the AWeber to Capsule Zap
This zap will help you automate the process of adding a new Contact to Capsule each time a new Subscriber is added to a specific list in AWeber.
We have created a template to make the process as simple as possible. Click on the Zapier link below to load the AWeber Template:
It’s always a good idea to give your Zap 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 of the Zap configuration page.
Zap Trigger: New Subscriber
- The first step is to define the Trigger, which is when there is a new Subscriber in AWeber (in your chosen list). You should be directed to this step in the template - but if not, click on the tile for New Subscriber.
- In the Account field on the same page, choose Sign In to link Zapier to AWeber. You will be asked to give Zapier 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.
3. When directed back to Zapier, choose Continue
4. On the Configure tab, select your chosen AWeber Account and the List the Zap will look at.
You will also be given the option to choose the Status of the AWeber Contact. This can be all statuses (which is the default), or you can select either Subscribed, Unsubscribed or Unconfirmed individually. Then choose Continue.
5. At this point, you will be asked to Test your Trigger. Use the Test Trigger button to complete the check - here you will be able to see examples of your new Subscribers in AWeber.
Select one of the examples, then choose Continue with selected record.
You’ll need to ensure that you have at least one historical Subscriber in your AWeber account. If not, please go back and add dummy data for the purpose of creating this Zap.
Zap Action: Find Capsule Contact
1. Now we can check if the Contact already exists in Capsule, and if not, then create it. If you're not redirected automatically, click on the tile for Find Contact.
2. In the Account field, choose your Capsule account. If you’ve set up a Zap for Capsule earlier, you’ll be shown an existing account. Or follow the instructions to link your account and click Continue.
3. On the Configure tab, type / into the Value field and choose Email from the AWeber fields in the previous step.
4. On the same Configure tab, make sure the box is checked to “Create Capsule CRM Contact if it doesn’t exist yet?”
5. Fill in the details for the Contact that will be created if it doesn’t exist in Capsule. The 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. The First Name is a required field, and any Custom Fields will need to be set up in Capsule prior to integrating with AWeber.
6. Optional Step - A tag can also be added to any newly created Contacts, so Subscribers added to your chosen list in 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 Zap.
Once you’re happy with the configuration, click on the Continue button.
7. At this point, you will be asked to test your step. Use the Test Step button to complete the check. 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:
8. If it all looks correct, click the Publish button to save your changes and push your Zap live.
This activates the integration, and from this point onward, any new Subscriber added to your chosen list in AWeber will automatically be added to Capsule (if they don’t already exist).
Regularly monitor the Zap's performance in your Zapier dashboard to ensure it is working as expected. Make any necessary adjustments based on your workflow needs.
Benefits of this Integration
- Time Efficiency: Automates the transfer of Contact information from new AWeber Contacts, saving time on manual data entry.
- Accuracy: Reduces the risk of data entry errors, ensuring that Contact details are accurately captured.
- Productivity: Streamlines the process of updating Capsule CRM, allowing you to focus on more critical tasks such as customer engagement and follow-up.
- Seamless Workflow: Maintains an up-to-date and organised Contact database, enhancing your CRM's efficiency and effectiveness.