Sync New CRM Contacts to Mailchimp with Slack Approval

somdn_product_page

This n8n workflow automates the process of syncing new contacts from CentralStationCRM to Rapidmail for newsletter management, with a Slack-based approval step. It is triggered daily at a configurable time (default 5 pm), and performs the following steps:

1. **Setup and Authentication:** The workflow begins with notes on how to set up API keys for CentralStationCRM, Rapidmail, and Slack, which are essential for API authentication.

2. **Schedule Trigger:** The workflow triggers daily at the specified time.

3. **Fetch New Contacts:** It sends an HTTP request to CentralStationCRM to retrieve contacts created today, including their tags.

4. **Check for Newsletter Tag:** For each contact, it checks if the “Newsletter” tag is present.

5. **Slack Approval:** If the tag is missing, it sends a Slack message to a specific user (@Christian) asking whether to add the “Newsletter” tag to this contact, with options for approval.

6. **Conditional Tagging:** Based on the user’s response, if approved, it posts a request to add the “Newsletter” tag to the contact in CentralStationCRM.

7. **Add to Rapidmail:** Contacts approved for newsletter inclusion are then added to a specified Rapidmail recipient list.

This workflow streamlines managing newsletter subscriptions by automating the addition of contacts while incorporating a manual approval step to ensure consent or review. It is ideal for small teams looking to automate contact management and newsletter subscriptions with oversight.

**Use cases:** Automating contact synchronization, managing newsletter subscriptions, integrating CRM, email marketing, and team communication workflows.

Node Count

11 – 20 Nodes

Nodes Used

httpRequest, if, noOp, scheduleTrigger, slack, stickyNote

Reviews

There are no reviews yet.

Be the first to review “Sync New CRM Contacts to Mailchimp with Slack Approval”

Your email address will not be published. Required fields are marked *