In this Connector Corner episode, we’ll demonstrate two workflows: • How to automatically add a new CRM sales opportunity to your existing subscription list • Use a time-based trigger to kick-off a weekly email campaign. Generate the email content via OpenAI, and send the email to all contacts—including your new contact-on your subscription In addition to our Q&A, this is an interactive session. For example, we’d love to hear about your experience using the MailChimp and Microsoft Teams activities from Integration Service, as well as your suggestions for enhancements and improvements. Speaker: Akshay Agnihotri, Product Manager, Integration Service Host: Charlie Greenberg, Product Marketing Manager, Integration Service

1. 1
Integrate to automate!
Welcome to
Connector Corner
Power your campaign with
Mailchimp, Microsoft Teams,
Sugar CRM, and OpenAI
integrations

2. 2

3. 3
Spotlight On

4. 4
Today’s UiPath team
Akshay Agnihotri
Product Manager
Diana Gray
Community Marketing
Manager
Charlie Greenberg
Product Marketing
Manager

5. 5
Objectives / Value Proposition
Who does this help? Why is it useful? Competitive Positioning
Sales and Marketing departments of an
organization using Mailchimp for email
marketing automation or syncing data
between CRM and Mailchimp
Semi-technical users that are unfamiliar
with Mailchimp, and need more help
when using the basic CRUD activities
Syncing of data between CRM and Email
Marketing automation systems, sending
email campaigns to a group of
customers/leads, are the most common
actions. Customers can now reduce manual
effort, and quickly sync customer/lead data,
along with all the merge/custom fields.
Currently the only way to automate
Mailchimp is via UI or Studio Desktop. Now
activities empower a user to perform these
same steps without having to rely on the UI,
or installing Studio Desktop.
RPA developers or Business users can
now create subscribers, add data to merge
fields, and send email campaigns without
referencing Mailchimp developer
documents.
Improved ease-of-use for the
Mailchimp Connector through
enhanced curated activities that
enables our customers to automate
the process, rather than relying
on developers with domain
knowledge in Mailchimp and/or the
triggering system.

6. 6
Key Features
Mailchimp (DAP & Studio Web) – GA Release Date: 16 Jan 2023
Below feature is newly added:
• Merge/Custom fields support on Add Subscriber and Update Subscriber
Below curated activities are enhanced:
1. Add / Update Subscriber
2. Create / Update Audience
3. Create / Update Campaign
4. Send Campaign
5. Send Test Email
6. Get Campaign Report

7. 7
Key Use Cases
1. Sync contacts/leads (along with the custom fields) between CRM and Mailchimp based on
event-based trigger or time-based trigger
2. Create customized campaigns for all subscribers of an audience using HTML or OpenAI
3. Send dry run or test email for peer/manager review before sending the actual campaign
4. Schedule / send the campaign to all subscribers of an audience
5. Update the contact details / merge fields of a subscriber whenever there is an update on the
respective lead/contact in the CRM

8. 8
Join our Connector Corner launch for 2024!

9. 9
Connector Corner playlist on YouTube
More connectors, more automation demos!

10. 10
• When you consider the Mailchimp, Sugar CRM, and Microsoft
Teams connectors we demoed today, are there any specific
automations, use cases, or features you’d want to have
supported?
• What other CRM/Sales & Marketing/Collaboration connectors do
you want available in Integration Service, Connector Catalog?
Our questions:

11. 11
Q&A

12. 12
Thank
You!