Zapier: How To Connect The Investment Dominator To Mailchimp

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to Mailchimp, but first, let’s talk a little about Mailchimp…

What is Mailchimp?

Mailchimp is an all-in-one email marketing software that helps you communicate and follow up with your clients, customers, and prospects in bulk, or on an automated scheduled basis.

How To Connect The Investment Dominator To Mailchimp

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “Mailchimp“.

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Add/Update Subscriber‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

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NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

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Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Buyers List Contact‘.

Under the ‘Record Status‘ field select ‘Prospect‘.

Click the ‘Continue‘ button to progress to the next step:

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Step 4 – Connect Your Mailchimp

Click the ‘Sign in to Mailchimp‘ button then enter your Mailchimp username and password into the popup window when it appears.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the audience list that you want to connect to.

Then click the ‘Email‘ field to map the ‘Subscriber Email’ field with the Investment Dominator Buyers List Email field.

NOTE: The Audience, Subscriber Email, Double Opt-in, Update Existing, and First Name are the only ones that are required to be mapped out the rest are optional.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, whenever a new prospect is added to your Marketing (Buyers List) in your Investment Dominator CRM it will also be automatically added to your Mailchimp Subscriber List (and the attached Autoresponder Campaign) by Zapier!

What is Pending Imports?

You may have noticed when working with the Investment Dominator of a new section that is now available.

Directly under the import your land section You will see Pending Imports

This will now allow you to review each .csv file you submit into the Investment Dominator as well as giving you a Status and Progress

If you go to details on the right side pertaining to the record you are working on you are able to see information about your upload. While this is just a test document you can see how this information would be helpful to know after you upload it.

Lastly, when you import a CSV file into Investment Dominator you will now be notified as soon as your list uploads. This allows you to continue using the Investment Dominator and once you see a green notification in the bottom right with confirmation of upload.

How To Load Saved Criteria For Our Outside Data Service

NOTE: If you would like to know How To Generate A New Land List Via our Outside Data Service please click here.

In order to Load Your Saved Criteria first, navigate to the ‘Land’ tab then click on the ‘Import’ option.

Click the ‘Get Data From Our Outside Data Service’ option, this will allow you to see the options below like ‘Load Criteria’:

Select the saved criteria that you would like to load, then click the ‘Load Criteria‘ option:

From this point, you will get a new pop up screen that contains your previously saved list criteria.

You can make any final adjustments to fine-tune and adjust your query before importing your next list of records.

How To Re-Order Statuses and Custom Statuses

If you’ve created Custom Statuses in the system then chances are you would also like to re-order your status such that they make sense in your new customized Deal Flow.

By default, new statuses will display at the bottom of the Status selection list. But you can change the order of your statuses (both default and custom) under the ‘Customize> Custom Stages and Statuses> Sort Status’ screen:

Simply click and drag the statuses around on the preview screen to change the order they should appear in your lists.:

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Then click the blue ‘Save‘ button to save your changes.

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We get the question sometimes “how do you split a large county lists into smaller mailing lists that you can import into the CRM?”. It is actually quite simple and there is two ways you can go about doing this… Continue reading “How To Split Your Large County Lists Into Smaller Mailing List (Campaigns) That You Can Import Into The CRM”