Mailchimp to Neon transition

Hi ​@Cabroek 

Try these Zap steps:

1. Trigger: Gravity Forms - Form Submission
   1. Help: https://zapier.com/apps/gravity-forms/integrations#help
2. Action: NeonCRM - Create Account
   1. Other available NeonCRM Zap triggers/actions: https://zapier.com/apps/neoncrm/integrations#triggers-and-actions

NOTE: Depending on your logic, there may need to be more/different steps.

Hey ​@Cabroek,

Do you want to transfer historical data as well or just new data? Zapier is best suited polling for new data rather than data migration but they are some workarounds that can make it possible to migrate the data. You will have to probably a third party database like Google Sheets by exporting the data from Mailchimp. Then you can use that to send that data to Neon as it will be treated as new data for google sheets. Be careful about flood protection limits depending on the amount of data. See more about it here-https://help.zapier.com/hc/en-us/articles/14230420160269-Choose-your-Zaps-flood-protection-limit For new data it will be easier and your workflow will look something like this-
 

Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

​@Troy Tessalone ​@Sparsh from Automation Jinn Thank you for the initial direction. I reached out to my project manager for more context and this was the response:
 

I am able to extract and download the current/historical subscriber list from Mailchimp as a csv and then clean it up and add it to Neon as an email audience. I can do that easily.

1. What we need going forward is all new subscribers from a newsletter signup link on the main website (which can be embedded from NEON). They will be added to my email list in NEON for sending newsletters starting now for the one in October. 

2. The Zappier could hopefully add the subscribers from the inquiry form to the list in NEON. (They check a box on the form to subscribe. It is a gravity form). Would that work or will we need a storage space for those inquiry subscribers as opposed to the signup on the website?

Can the Zap add those to a email list in Neon? I have one set up for that.

Hope that makes sense. We have 2 email lists coming from two sources that need to either be brought together in NEON like they were in Mailchimp or I can send the newsletter to two email lists manually.

I have 2 email lists setup in NEON if they are needed. I can add the historical mailchimp list. I need the new ones from the inquiry forms added with the Zappier.

Let me know if you need any clarification.

Hey ​@Cabroek,

Yeah it’s possible to have both of these email list synced to Neon. I think Neon embedded form will take care of the sync itself to Neon. For Gravity as mentioned in previous replies as well you can make a Zap. The workflow will look something like this-

 

 This is a sample flow and exact complexity depend on your needs as workflows are personalized. Hope it helps!

​@Troy Tessalone ​@Sparsh from Automation Jinn 
When trying to connect the neon account in the setup step for the neon action, I get the following error:
 

So sorry about this.

It appears you do not have permission to connect to this app. Please reach out to your system administrator.

​@Cabroek 

Try reaching out to your systems admin for getting help authenticating Neon CRM to be connected in Zapier.

If you need help with the Neon CRM app try reaching out to Neon CRM Support.

Hey ​@Cabroek,

Its a permissions errors. It seems that you don’t have the admin privileges or sufficient permissions to connect the Neon account to Zapier. You may want to contact your Neon admin to give you sufficient permissions or admin privileges so you can connect the account to Zapier.

Also, check which plan of Neon you’re on, as access to Zapier may be restricted to higher tier plans. Hope it helps!

​@Troy Tessalone ​@Sparsh from Automation Jinn 

Thanks for the help! I got that issue resolved and thought I was getting pretty close with a gravity forms “form submission” trigger and neon “create account” action. However, it appears that my project manager was hoping that the NEON is only added to an audience/email list and not create an account with Neon. When I spoke to NEON they said that was possible for a newsletter subscription. We do not want 20,000 plus accounts in neon only mailing list for newsletters.

I didn’t see any kind of option for that, but was just wondering if you could give me any more information or help with this.
Thanks so much again for all the assistance!

Hey ​@Cabroek,

Here all the triggers/ actions for Neon in Zapier- https://zapier.com/apps/neoncrm/integrations. I don’t see an action to add them to a mailing list.

You can also look into their API here- https://developer.neoncrm.com/api-v2/. See if there is an endpoint that can achieve what you want. After that you can use Webhooks in Zapier to do a POST request to the endpoint. See more about Webhooks in Zapier here- https://help.zapier.com/hc/en-us/articles/8496083355661-How-to-get-started-with-Webhooks-by-Zapier. I know it’s a bit more technical and complex but if it’s important for you, you can give it a try.

If it’s not possible through API then it might not be possible and it’s just available through through their own interface. Hope it helps!

Hi there ​@Cabroek 👋 Were you able to use a Webhook as Sparsh suggested?

Also, wanted to suggest reaching out to our Support team to put in a feature request for an “Add to email list” type of action to be added to the NeonCRM app. Doing so will help flag the need for that action to Neon’s developers from our side and allow us to notify you if it gets added.

Keep us posted on how it’s going, want to make sure you’re all set!

Hi ​@SamB I was not able to use a webhook. I’m not sure it’s possible, and if it is then it is beyond my expertise/understanding. I sent in a request to the support team in the meantime while we explore other options

Sorry for the delay in my reply here ​@Cabroek. Thanks so much for submitting that feature request!

I’m happy to help advise on the webhook setup, but after taking a closer look through Neon’s API documentation, I’m not seeing any endpoints that specifically reference being able to add an email address to a list. It’s possible the Custom Objects Records endpoint might be needed, though I’m not 100% sure whether list subscriptions would be considered a custom object. 🤔

I’d recommend reaching out to Neon’s support team to confirm whether it’s definitely possible with their API and let us know what they say!