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    9  min read

    Top 10 Integrations for Moosend users

    By Abhishek A Agrawal
    February 16, 2021
    Table of Contents

      Being a Moosend user, you are all aware of how crucial email marketing is for any business –

      • It provides a reliable form of communication between your brand and your customers, 
      • It’s a cost-effective solution to reach customers where they visit every day — their inbox,
      • It helps you create targeted and personalised messages

      And that all this helps you to build meaningful relationships with your customers, thereby improve the response rates to your direct marketing campaigns.  

      However, definitely Moosend is not the only application you use for your business. There must be several other applications like –

      • Different lead generation platforms,
      • Ecommerce platform,
      • Payment processing application,
      • SMS service,
      • CRM,
      • Google Sheets (used most widely), 
      • Social media marketing, and the list goes on…

      So, working on all of these applications must take up a lot of your time, leaving very little for your actual business. But then, it is inevitable that you skip working on any of these applications. All of your applications require equal attention and efforts from you, to ensure smooth functioning of your business. 

      Also, for your business to run smoothly, you need to perform several tasks daily on a routine basis, like –

      • Adding all your leads from different lead generation points to different mailing lists in Moosend,
      • Sending your e-commerce customers a ‘Thank you for placing your order’ email, along with the order details. Or a ‘Your cart misses you’ email when a cart is left abandoned,
      • An email providing payment link to those who place orders on your website,
      • Sharing a feedback form with your customers on successful delivery of the product,
      • Recording all your Moosend subscribers into your CRM, or a Google Sheet if you are a small business owner yet and don’t use a CRM,

      And many more….

      This is definitely a lot of work, when performed manually. But you only have 24 hours in a day!

      How could you possibly do all of this and still have time for other more crucial activities for your business. And let’s not forget the family time, the socialising, most importantly the ‘ME’ time. 

      So, did you ever look up at the stars and wish you had more than 24 hours for your day?

      Well, looks like you did and it was heard! (And, even if you didn’t, someone somewhere saw your struggles and couldn’t stop themselves from helping you off-load some of your work!)

      Integrately does just that for you. It helps you integrate Moosend with more than 300 other applications and significantly reduce your workload. All you need to do is just select your applications and decide the flow of data from one application to another. You can integrate not just 2 but ‘n’ number of applications and pass data from several applications in 1 instant.

      So, you could acquire leads from a form, subscribe that contact to a mailing list in Moosend and save these details in a Google sheet. Or you could unsubscribe the contact from Moosend after they have made a purchase with you, before sending them a sms.

      It also has built-in logic where you can state conditions before allowing data to pass from Moosend to another application or vice-versa. So, you can decide which contact to be subscribed to which mailing list in Moosend, depending on the processing stage of the order or the decide the mailing list depending on the product chosen by the customer.

      To help you accomplish all that you wish to do with Moosend, they have the following Triggers and Actions for Moosend – 

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      Triggers

      • Subscriber is created in Moosend
      • Subscriber is updated in Moosend
      • Subscriber is unsubscribed in Moosend

      Actions

      • Create subscriber in Moosend
      • Update subscriber in Moosend
      • Unsubscribe member in Moosend
      • Search subscriber in Moosend

      Now it’s a well-known fact that each business runs differently. But there are some business practices followed across industries because of the routine nature of that task. So, we have listed below the TOP 10 automations Moosend users are using to make life lot more simpler and increase their productivity –

      Email verification

      What happens when you receive a form submission, but you are not sure whether the email address is actually a valid one? In this case, you would need to use an email verification service like Truemail, Neverbounce, Clearout or any other.

      But manually verifying each email address would be really time consuming. So to the best way to do is to create an automation like this –

      When a form is submitted

      • Verify email

      • Create subscriber in Moosend

      In-sync with the CRM

      Many businesses use a CRM like Salesforce, CompanyHub, Pipedrive, HubSpot, ZOHO CRM to centrally store all the data and ensure smooth functioning of their business practices. The lead however may come from multiple sources and this would result in long hours spent in feeding all of it into the CRM.

      So, in order to store all the lead’s information into the CRM without actually having to do it, you can use the below automation to help you save several man-hours!

      When a form is submitted

      • Create contact in Moosend

      • Create contact in CRM

      Additionally, you could also add few more steps to the same automation –

      • Create a deal in CRM

      • Create a task in the CRM

      • Send a SMS or a message through a communication channel like Slack or Discord

      For spreadsheet lovers

      Not all of us need to use a CRM. Many of us can make do with a simple spreadsheet like Google Sheets. We just store all of the data into a spreadsheet and keep our lives simple!

      When you love to keep your life simple, we are sure you would want your business practices simple as well! So, just spend a few minutes in setting up the below automation and no need to worry about missing out on your leads.

      When Spreadsheet row is created or updated in Google Sheet

      • Create subscriber in Moosend

      This automation will come in handy not only while creating a new contact, but also when you update any of the fields later on. 

      Also, if you wish to add certain conditions to be checked in the Spreadsheet before adding those contacts to Moosend, you would only need to make a small edit to the flow:

      When Spreadsheet row is created or updated in Google Sheets

      • IF

        Check for a certain condition

      • Create subscriber in Moosend

      Backup your data in Google sheets

      Not all of us need to use a CRM. Many of us can make do with a simple spreadsheet like Google Sheets. We just gather data from various sources and store all of it into a spreadsheet and keep our lives simple!

      But that would still entail manually adding those contacts to several mailing lists in Moosend and then into the spreadsheet, resulting in lots of unnecessary clerical work.

      So, you could just use the below recipe to avoid all the manual work with just a 1 time effort:

      When Participant finished in involve.me

      • Create subscriber in Moosend

      • Create spreadsheet row in Google Sheets

      Create or Update contacts in Moosend

      Sometimes you may receive form submissions from an existing lead and you just want to update a certain property of that subscriber in Moosend. But other times, it may be a completely new lead. You are not sure! 

      What to do in such cases? You can’t possibly run a search in Moosend for every single form that is submitted to you. That would be really troublesome!

      Instead, you could simply build the below automation and save yourself from the torture of manually checking each lead –

      When a form is submitted

      • Search subscriber in Moosend

      • IF

        Subscriber already exists

      • Update subscriber in Moosend

      • Else

        Create subscriber in Moosend

      Change in subscription

      Many of us run subscription businesses. We need to keep changing our mailing lists on the basis of the subscription basis. But manually tracking and updating in Moosend means a lot of trouble and headache.

      So just use the below automation and stay at ease –

      When Subscription is updated/changed in Chargebee

      • Search subscriber in Moosend

      • IF

        Condition = ID : “Exists” is fulfilled

      • Update subscriber in Moosend

      The above automation is based on the assumption that the subscriber from Chargebee is definitely part of our mailing lists in Moosend. 

      Abandoned cart

      Many times, people abandon their carts and do not proceed to complete the purchase. This just goes to prove the saying that the game is not won until the last ball. We should never be sure of the conversion unless the order has been placed. 

      Hence, in order to gain the attention of the lead that was a mere step away from becoming our customer, we must create a mailing just for such leads. 

      The below automation will help us keep track and reach out to all such customers, without having to manually check each and every cart activity.

      When Cart is abandoned

      • Create subscriber in Moosend

      Targeting through Facebook ads

      Looking to cater to your Moosend leads through social media platforms like FaceBook or Instagram? This automation is your ‘IT”. Add your Moosend subscribers to your FB custom audiences based on a particular property like the lead’s demographics, the product, or country or any other. Just build the below automation and you are good to go!

      When Subscriber is created in Moosend

      • Search row using column and value in Google Sheets

      • Add email to custom audience in Facebook Custom Audiences

      The spreadsheet works as a ‘LookUp’ sheet for you. Meaning, with a single automation, you can cater to several different social media groups, all at the same time. Thereby eliminating the need to make a separate automation for each social media group.

      Unsubscribing customers

      Once a lead has been successfully converted into a customer, you would want to stop sending them emails about why they should try your product. They would then need to be subject to a different email campaign probably.

      The below automation will help you accomplish this without any manual efforts –

      When Feedback is received in Feedier

      • Unsubscribe member in Moosend

      You could also add a few another steps to the above automation, like:

      • Update deal in CRM

      • Send SMS

      Online Courses

      Want to subscribe your students to different email campaigns based on the course they have enrolled in? But also want to avoid checking each user manually in you online course application and then adding them to the Moosend mailing lists? Simple, just use the below automation and achieve this in a ziffy!

      When user enrolls in a course

      • Search row using column and value in Google Sheets

      • Create a subscriber in Moosend

      Use the spreadsheet to list the Moosend mailing lists, alongside the courses. This spreadsheet serves as a lookup table and helps you avoid building a different automation for each course.

      Take away

      As you may have noticed, integrating Moosend with other applications will help you not only save several work hours but also prove to be a boon when it comes to creating synchronization across applications. Just take out the time to set up the automation once and let Integrately do the rest of your work. Use this additional time for more productive and important tasks.

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      Author - Abhishek A Agrawal
      Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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