Add subscribers to Mailchimp when Trello cards are moved to lists
In this guide, we will look at an example of creating or changing the status of a subscriber in MailChimp, at the moment when the card in Trello got into a certain column. You can also set up similar links with MailChimp, with other CRM systems, or when creating a card in Trello, the configuration will be similar.
In Trello, you must have custom fields where the email will be stored. There are no standard fields in Trello for this. The email itself must be in a separate field, putting it in the description, you will not be able to pass the data (only if there is nothing else in the description besides the email itself)
Before creating bundles, connect the services to Albato:
- Connecting Trello
- Connecting MailChimp
Step 1. Choosing the system. Click on «New bundle»:
After filling in all the fields click on «Save».
Additional bundle settings
Now, if necessary, you can configure the incoming data filter so that only the necessary cards from Trello are included in the bundle. If you have the «Card created» event, you don’t need to configure the filter — this bundle will always be triggered for new cards only. If you have the «Card moved from list to list» event, then you need to configure the filter so that only cards from a certain stage are included in the bundle. This way, you can make several similar bundles, and depending on which column the card falls into, you can record subscribers in different sheets.
In the created link, open the link to the parameters of the selected «Trello» connection: