Automate Your Contact Management: How to add new Campaign Monitor Subscribers as Capsule Contacts

How to set up the Campaign Monitor 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 Campaign Monitor.

We have created a template to make the process as simple as possible. Click on the Zapier link below to load the Campaign Monitor Template:

Zap Trigger: New Subscriber

1. 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.
2. 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.

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.

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).

How to set up the Campaign Monitor 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 Campaign Monitor to a chosen list.

• When a new Subscriber is added to your chosen list in Campaign Monitor, 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.

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 Campaign Monitor 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.

Find new Campaign Monitor Subscribers

1. The first step is to watch for a new Subscriber in Campaign Monitor. Click on the Campaign Monitor module (first circle on the left) and choose Create a Webhook
2. Give your Webhook a Name to easily identify it, and then choose Create a connection.

3. Give your Connection a name and choose Save to link Make with Campaign Monitor. A new window will open at this point, where you can enter the login details for your Campaign Monitor account.

You will also be asked to give Make specific permissions, choose Allow access to complete the connection.

4. When directed back to Make, select your chosen Client ID and List ID

5. After clicking Save, you will be directed back to the original circle. Select Save again, to complete this overall 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 Events[]: Email Address field from Campaign Monitor, then select Save.

Create Capsule Contact

1. 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.
2. In the Connection field, use the drop-down to select your Capsule account.
3. Fill in the details for the Contact that will be created if it doesn’t exist in Capsule. The Type, First Name and Email address should already be populated for you. This step is important because here you’re mapping the relevant fields from Campaign Monitor to the correct Fields within Capsule.

4. Optional Step - A tag can also be added to any newly created Contacts, so Contacts newly added from Campaign Monitor 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 Campaign Monitor. 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

1. 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.
2. 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

1. Now you can test your scenario. You’ll need to ensure that you have at least one historical Profile in your Campaign Monitor 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 Immediately as data arrives button (at the bottom of the editor). At this point, you can change the interval at which Make checks for new Campaign Monitor Subscribers.
Once you are happy with your choice, select Save.

This activates the Make Automation. From this point onward, any new Subscriber in your chosen Campaign Monitor list will be added to Capsule.