---
title: Email Integration - Make.com
description: A quick guide to setting up an automated email List using Make.com
---

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# Email Integration - Make.com

## A quick guide to setting up an automated email List using Make.com

Approach and Mailchimp integration through Make.com

This tutorial will explain how to build a scenario in Make.com to automatically retrieve new customers from Approach and subscribe them to a list on your company’s Mailchimp account. 

### 1. Request API key and AccountId from Approach

Email help@approach.app and request to generate a business API key and account name for the Make.com integration. You should receive the below:

{

"accountId": "youraccountId",

"serviceType": "publicApi",

"apikey": "yourapikey",

"enabled": true

}

### 2. Create a new scenario

Create a new account or log into your Make.com account and create a new scenario. ![](https://support.approach.app/hubfs/Knowledge%20Base%20Import/image-png-Aug-14-2023-05-47-06-9395-PM-2.png)

### 3. Set up the HTTP Module

#### This module gets recent customers from Approach

Select the **HTTP** module and **make a request**, and fill in the settings as follows:

- URL 
    - USA servers: [https://widgets.api.prod.tilefive.com/customers/recent](https://widgets.api.prod.tilefive.com/customers/recent)
    - Australian servers: [https://widgets.api.au-p.tilefive.com/customers/recent](https://widgets.api.au-p.tilefive.com/customers/recent)
- Method: **GET**
- Add a header named **x-api-key** and in the value field put the **API key** previously provided by Approach
- Add a query string named **account** and in the value field put your business **accountId** (also provided by Approach)
- **"Add Parameter"**: You can set your URL parameter to be days or hours (this is how far back it will pull "recent" customers)
- Body type: **Raw**
- Content-Type: **JSON (application/json)**

Note: When setting up the modules in this tutorial, there may be other fields or options listed that are not covered in this article. Only edit the fields covered here, and leave any other fields or options blank or on the default setting. 

It should look something like this:                 

![image.png](https://support.approach.app/hs-fs/hubfs/Knowledge%20Base%20Import/5c625c95c34e56b65334d464ccf28ff42d801fa3124ea0645661178f04249f62b61cc571aecb348adc54cf0fd2caf6910936acc54826a2ff7d7d12a8009e074100b6f5e8ab5a44294a72988cfc5e5bd971e5ace9f74ee281f6b6de9e1ba47d915a726124-2.png?width=670&height=501&name=5c625c95c34e56b65334d464ccf28ff42d801fa3124ea0645661178f04249f62b61cc571aecb348adc54cf0fd2caf6910936acc54826a2ff7d7d12a8009e074100b6f5e8ab5a44294a72988cfc5e5bd971e5ace9f74ee281f6b6de9e1ba47d915a726124-2.png)

 

### 4. Set up the JSON Module

#### This module parses the data obtained from Approach

Click **Add another module** on the HTTP module and this time select **JSON** and then **Parse JSON**

- Add a new **Data structure** named **Customers**
- Add 4 fields to the structure, all of them of type **Text**.
- The fields are: **firstName**, **lastName**, **birthdate,** and **email** (these names are case sensitive)
- On the **JSON string** field select the **Data** property of the previous step (HTTP request).

Once complete, it should look like this:

![image.png](https://support.approach.app/hs-fs/hubfs/Knowledge%20Base%20Import/e51bf5079a43c50c1964304e736babaa8b1a97bce8fffb1481673c1d6b518282d60278f12347da7e5285f18e2421394b2ae32cdc20816043eabb60418d5a8743b781a85811279174df0d2fcb1271382554a52dfeb24c11b82c2bf4fc79748cc345af5081-2.png?width=670&height=449&name=e51bf5079a43c50c1964304e736babaa8b1a97bce8fffb1481673c1d6b518282d60278f12347da7e5285f18e2421394b2ae32cdc20816043eabb60418d5a8743b781a85811279174df0d2fcb1271382554a52dfeb24c11b82c2bf4fc79748cc345af5081-2.png)

### 5. Set up the Mailchimp Module

#### This module updates your mailing list with new customers.

Now add a new Module, this time select **Mailchimp** with **Add/Update a Subscriber** so that new customers can be added to your mailing list on a daily basis.

- You’ll need to **Add a Mailchimp connection**: a window will pop up and you’ll need to allow the connection between Make.com and Mailchimp if you’re already logged into your account, or login into it and then do so.
- After that, you’ll need to select which **List** you’re going to be adding/updating subscribers into.
- On the **Email Address** field you need to select the **email** property from the **JSON - Parse JSON** step.
- On the **List Fields** section, you’ll need to match the **First Name** and **Last Name** fields with the properties from the **JSON - Parse JSON** step as well.
- The **birthdate** field is a little trickier, because it may need a different format from what it’s being returned from Approach. In case the birth date needs to be in the month/day format (MM/DD) you may use the formula shown below to transform the date to what it needs to be. Please consider that your modules may have different numbers assigned. So, the number that must go before ‘birthdate’ could be different.

Once complete, it should look like this:

![](https://support.approach.app/hubfs/Knowledge%20Base%20Import/image-png-Aug-14-2023-06-06-36-5695-PM-2.png)

### 6. Set up the Google Sheets Module

#### This module keeps track of errors with Google Sheets

The idea is to add every error that may occur to a Google Sheet file so you can fix any bad data within Mailchimp.

Create a Google sheet with the following column headers: **Customer, Email, Error Type, Timestamp, Message,** and **Detail**.

Right-click on the Mailchimp module and select the **Add error handler** option. From the popup menu select **Google Sheets** and then **Add a row**

- **Add a new connection to Google** - this will open a new window in which you may log in into your Google account and connect it to Make.com.
- For **Mode** select **Select spreadsheet and sheet**.
- On **Spreadsheet** select the spreadsheet you created for this purpose.
- On **Sheet** select the sheet in which you want the data saved.
- For **Table Contain Headers** select **Yes**.
- For **Values** fill in the fields with the values coming from the Mailchimp and JSON steps as you can see below.

It should look like this:

![image.png](https://support.approach.app/hs-fs/hubfs/Knowledge%20Base%20Import/79996e6decb26203d5526aaf56d352f687cb7708ba9d61b6fb8159cc23aeeed18a7d09e1c237831f861c2c84cb6b9824cb97afadd52606cf8d0b64b1d230520aac6f7b24307bdc5dd3aff73f2cc73d0deb883997658b755de2af778b183246ceaafff63d-2.png?width=670&height=509&name=79996e6decb26203d5526aaf56d352f687cb7708ba9d61b6fb8159cc23aeeed18a7d09e1c237831f861c2c84cb6b9824cb97afadd52606cf8d0b64b1d230520aac6f7b24307bdc5dd3aff73f2cc73d0deb883997658b755de2af778b183246ceaafff63d-2.png)

 

### 7. Test the integration

You can now click on the **Run Once** button at the bottom-left, and Make.com will try to run the steps. If successful, you’ll see a little counter on top of each step that shows how many records that step managed to process. In case any errors occur you will see the counter increase on the Google Sheets module as well.

![285125e1-1905-44fc-adbb-2b04a1b917fe.png](https://support.approach.app/hs-fs/hubfs/Knowledge%20Base%20Import/cc63f00afb8c4fc76307416da2db4a43c30775c2d718f6509f76928cabeac6a2012a9552ba0df9ef41f4010f56b5f3f2627f0d4ae6aba3440965652ca93f4a74be5aef2615491616fd8b8ed79c4271e8e118fb8ac900b54f1ca287b0fa1b7f16216bc8f8-2.png?width=670&height=170&name=cc63f00afb8c4fc76307416da2db4a43c30775c2d718f6509f76928cabeac6a2012a9552ba0df9ef41f4010f56b5f3f2627f0d4ae6aba3440965652ca93f4a74be5aef2615491616fd8b8ed79c4271e8e118fb8ac900b54f1ca287b0fa1b7f16216bc8f8-2.png)

 

### 8. Schedule and Save the Integration

Once the scenario is tested and validated, you may go ahead and set the time interval in which it will run. This time interval is up to you, but many of our clients choose once a day at a set time. To do this you need to click Schedule Setting and set the time that work for you.

Make sure that **scheduling** is **ON** and hit the **save button** to save the integration. It’ll run automatically from now on.

![image.png](https://support.approach.app/hs-fs/hubfs/Knowledge%20Base%20Import/eb8d75ab69079905ce5b1aee2608cc74245161ff45eede7ce34bf7d439927f56889d147003967eeed8b4b6bb31a4e9fdb7412908d9250003eb7b5a301102a2e6f59ec7960a18d9a1baf5953a0de01de17d7d104013ff695f8e2275d20d3b5258209f36c1-2.png?width=484&height=270&name=eb8d75ab69079905ce5b1aee2608cc74245161ff45eede7ce34bf7d439927f56889d147003967eeed8b4b6bb31a4e9fdb7412908d9250003eb7b5a301102a2e6f59ec7960a18d9a1baf5953a0de01de17d7d104013ff695f8e2275d20d3b5258209f36c1-2.png)

 

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