If you love Mautic and use Trello, keep on reading as we talk about connecting the systems with this plugin. And at the same time you will connect sales and marketing as well. Manage your Mautic contacts in a clear and easy way – on a Trello board. Create a card for each contact and have your contacts’ information right at your fingertips. 

Are you new to Trello?

Trello is a Kanban board-centric easy-to-use project management and collaboration tool. The tool works like sticky notes on a whiteboard – in a very advanced manner. 

You can organize teams, projects, workflows and much more by simply dragging and dropping cards on your board. Many teams use Trello every day to keep everyone in the loop, help them stay organized and don’t miss a thing. 

Get started and create contacts in Trello as cards directly from Mautic

When you work through your leads in Mautic you can directly create a Trello card without leaving Mautic with the Mautic-Trello plugin and its Trello power up (plugin) counterpart.

How does this work? Mautic users can download it here for free in GitHub – this function is pre-installed for Aivie customers. After the installation, you will find the new function “Create Trello Card” in your menu for each lead. Just choose the name of the card, the list you would like to add the card to, and a due date.

Install and use the Trello Power Up

If you wish to access Mautic from within Trello, you will need to install the Trello Power Up. Power Ups are like plugins in Trello and can be installed with a click. In case you hit an issue anyway, our tutorial to install the plugin will help you out.

3 benefits of connecting Mautic and Trello

After you install the Power Up in Trello and the plugin in Mautic, you can link your Mautic contacts to a card in Trello (or create a new contact) and then view important details directly in Trello. 

Here are some advantages and some important use cases of the Aivie Trello Power Up: 

1. Add reminders and tasks to your contacts

You can add due dates directly within Mautic – without leaving it. Next time you check your Trello board, the contacts and all the information is simply there.

How we use it: When we see the need for a personal followup, we create a Trello card from Mautic and set a date. Then, every week we go through the contacts on the Trello board, filter for the due date, and initiate calls. So we always know when it’s the right time to reach out.

2. Build a sales funnel in Trello

The principle of Trello is to move cards forward as the tasks progress. The task here is: sales!… and everything that leads to it and beyond. 

You can have Trello lists for the more advanced stages of the sales funnel. From when a contact engages first in a personal conversation with your business to the commitment to a deal, and beyond the sale. Whether your business is in B2B or B2C does not matter, although we do recommend to select your prospects when you are in a high volume Ecommerce business to not overwhelm your Trello board. 

After each conversion, the card is moved forward. This way, you can see the sales funnel at a glance and have control over the most important contacts.

This Screenshot shows you how it might look to visualize your sales funnel on Trello. And with this new Mautic-Trello Plugin you can populate this board automatically.

3. See your relevant contact details in Trello

When you link a Mautic contact to a Trello card you will see the stage, points, tags and the last time they were active directly on the card. This way, your sales or marketing team has more information at the most convenient place at any point in time.

When you combine Trello Power Up with the Mautic-Trello plugin, you can also create cards directly from Mautic. Every card is created for one contact and, of course, shows the contact’s name in the title. 

How we use it: We at Aivie do lead scoring with Mautic using points and stages. This information is also displayed on the Trello card. This way, we can see immediately how interested one contact is in working with us. And maybe now is the right time to contact them again.

Who is behind the Mautic-Trello Plugin

Aivie is a Mautic community partner based in Switzerland. The Mautic-Trello Plugin and Power Up of the same name is 100% compatible with a standard Mautic instance.

Author

Adrian Schimpf is CEO and Head of Product of Aivie, a marketing automation tool from Switzerland for Europe. He designs digital channels and customer interactions with automation, AI and plugins.

He has 20 years of experience at the interface between customers and IT. Most recently as a product manager at Swisscom, previously in various roles at SMEs, start-ups and agencies. Software developer, user experience consultant, project manager, among others.

Adrian Schimpf is a CEO and Head of Product at Aivie. You can follow him on Twitter and read more of his marketing automation tips on Aivie’s blog.

Mautic is one of the most popular marketing tools used by over 200,000 organizations globally. Being open source, it’s a particular favourite with n8n users. 

This article will cover 4 ways to automate your marketing workflows by using n8n, a source-available, self-hostable workflow automation tool that lets you to connect Mautic with third-party applications – you can read more about n8n further down. Let’s get started.

4 Workflow automation ideas for Mautic

Let’s look at four different scenarios where we can use n8n to connect Mautic with other tools.

Note that, the baseline prerequisite for working with any of the workflows below is having n8n setup. The easiest way is to sign up for n8n cloud but you can also self-host n8n.

Add new customers from Woocommerce to Mautic

This workflow adds new customers from Woocommerce to Mautic. It uses a WooCommerce trigger that will run when a new customer has been added. The workflow then checks Mautic for an existing contact matching the newly created Woocommerce customer. If the contact does not exist, then it is created, otherwise the existing contact is updated.

This workflow has four steps that execute in the following order:

• Step 1: Customer Created or Updated – This step fires the Woocommerce trigger node when a customer has been created or updated on Woocommerce
• Step 2: Check for Existing – This step checks to see if there is an existing Mautic contact matching the updated or created Woocommerce customer. A Mautic node  is used for this.
• Step 3: If New – This step uses the output of the previous step to ascertain whether the data from Woocommerce is new or not. The If node  is used for this.
• Step 4: Lastly, depending on the result of the previous step, a new contact is created on Mautic or an existing one updated. Mautic nodes are used in this step.

Overall, to use this workflow you will first of all need to do two things:

• Create a Woocommerce account on your n8n instance and set the credentials for the WooCommerce node.
• Create a Mautic account on you n8n and set the credentials for the Mautic nodes.

Create Mautic contact on a new Shopify customer

This workflow creates a new contact in Mautic when a new customer is created in Shopify. By default, the workflow will fill the first name, last name, and email address. You can add any other fields you require.

This workflow has two steps that execute in the following order:

• Step 1: On new customer – This step invokes a  Shopify node when a new customer is created in Shopify.
• Step 2: Create contact – This step receives the customer data from the previous step. It then creates a new Mautic contact with the customer data using a Mautic node.

Overall, to use this workflow you will first of all need to do two things:

• Create a Shopify account on your n8n and set the credentials for the Shopify node.
• Create a Mautic account and set the credentials for the Mautic node.

You could add more steps as well, like checking first if the customer is new before you create it on Shopify.

Create or update Mautic contacts for new invitee created events in Calendly

This workflow creates or updates a Mautic contact when a new event is scheduled in Calendly. The first name and email address are the only two fields that get updated.

This workflow has two steps that execute in the following order:

• Step 1:  On new event – This step invokes the Calendly node when a new Calendly event is scheduled.
• Step 2: Create/update contact – This step accepts data from the previous step and creates a Mautic contact or updates the contact’s first name if it already exists. The Mautic node is used here.

Overall, to use this workflow you will first of all need to do two things:

• Create a Calendly account on your n8n and set the credentials for the Calendly node.
• Create a Mautic account and set the credentials for the Mautic node.

Add item with a note in Monday.com on a new task/contact in Mautic

This workflow creates a new item in a Monday.com board when a new contact is created in Mautic. Additional fields can be added to the workflow to send more data to Monday.com.

This workflow has two steps that execute in the following order:

• Step 1: On created contact – This step executes a Mautic node when a new contact is created in Mautic.
• Step 2: Create item – This step receives the Mautic contact data from the previous step and creates a new item in the Monday.com board using the Monday.com node.

By default the workflow will send the contact’s email address to Monday.com and name the item after the contact’s first and last name.

Overall, to use this workflow you will first of all need to do three things:

• Create a Monday.com account on your n8n and set up a Monday board. Refer to the Setup section of this documentation.
• Set the credentials for the Monday node.
• Create a Mautic account and set the credentials for the Mautic node

How to use n8n to automate your own Mautic workflows?

Before we dive into set up and run n8n workflows, let’s first of all cover the basics.

What are Workflows and Nodes?

Think of a workflow as some major process you would want to automate. For example, the Woocommerce to Mautic workflow that automatically moves customer data from Woocommerce to Mautic. Workflows in n8n are not just limited to Mautic. As an example, you could even have a workflow that declutters an email’s inbox.

At the core of every n8n workflow are nodes. Remember, a workflow is some major process we are automating. On that note, think of a node as a sub-task or step in the process. For example, in the Woocommerce to Mautic workflow, we are going to have the following steps:

• Customer created or updated: where the workflow would perform some action when a new Woocommerce customer is created or an existing one updated.
• Create contact: here the workflow would create a new Mautic contact when it receives the new customer data from Woocommerce.

From a more technical standpoint, we can define a node as an entry point for retrieving data, a function to process data, or an exit for sending data. The data process performed by nodes can include filtering, recomposing, and changing data.

With these high level understanding of workflows and nodes, we can simply say that a workflow is a collection of connected nodes. Thus, to create a Mautic workflow or just any workflow, you just need to connect all the necessary nodes.

Setting up and running your own workflows would require one or more of the following steps in the order they appear.

Step 1. Set up n8n instance 

As mentioned earlier, the first step to automating any workflow with n8n is to spin up an n8n instance. n8n is available as a Cloud service, desktop app, npm module, and Docker image.

One other thing, most of the nodes you’d work with will require some authentication with the service they connect to. To learn more about creating, managing, and sharing credentials, refer to Manage credentials.

With an n8n instance setup, next, you need to create your workflows in the n8n UI. But what does creating a workflow entails?

Step 2. Choose how to start your workflow

Once you create your workflow, it can be started manually (with the Start node) or by Trigger nodes. When a workflow is started, it executes all the active and connected nodes. The workflow execution ends when all the nodes have processed their data.

In the image above, the rectangular boxes are the nodes, and the arrows between them are the connections.

A connection establishes a link between nodes to route data through the workflow. A connection between two nodes passes data from one node’s output to another node’s input. Each node can have one or multiple connections.

Step 3. Connect nodes

To create a connection between two nodes, click on the grey dot on the right side of the node and slide the arrow to the grey rectangle on the left side of the following node. See image below. To configure parameters and settings for the node, double click on the node block.

Wrap up

Integrating Mautic and the different marketing tools you work with using manual processes could be hard.

With n8n this is no longer a problem – it allows you to automate these manual processes that would normally be a hassle. 

To illustrate how n8n could be used to automate your marketing workflows, this article covered some use cases where Mautic integrates and shares data with platforms like Woocommerce, Shopify, Calendly and Monday.com.

Ready to connect your Mautic with other third party applications?

Sign up for the n8n cloud account to easily get started and start automating processes with n8n! The platform also offers hundreds of pre-built integrations and hundreds of automation templates, allowing your team to design the custom workflows you need.

What’s next?

Now that you’ve seen some practical use cases where n8n could be used along with Mautic, also keep in mind that the usefulness of n8n extends beyond Mautic. For example, you can automate how data is imported into Salesforce with n8n.

Additionally, you can also explore a list of some open-source marketing automation tools we curated.

Nyior Clement is a developer advocate @ 84codes & freelance technical writer. You can follow him on Twitter and read more of his articles about data transformation and automation on n8n’s blog.

Read more about how you can set your own rules to handle bounces and lead scoring, in addition to contacting customers based on their behavior, without the need to create campaigns or segments.

Marketing automation requires up-to-date contacts and the integration between Mautic and n8n is the missing link to get data from the most diverse systems and enrich Mautic. 

In this article, I will detail how n8n version 0.165.0 brings new features so you can manipulate Mautic in a simple and easy way.

This is my second contribution to Mautic node improvements in n8n and I am very happy to be able to collaborate with both Mautic and n8n communities. You can learn more about how to contribute in our Community and Get Involved sections.

Send emails directly to your leads

How many times have you thought about sending a specific email to a contact through some external action like an e-commerce order, subscription expiry or an alert using Mautic?

On n8n’s Mautic node you will find the action “Send e-mail”, which requests the contact ID and the email ID (campaign type). As soon as you run node, your contact will be sent the email, without using a campaign or broadcast.

In this way, the submission and engagement are recorded in the contact’s timeline.

Create your own rules to handle bounces

Mautic takes hard-bounces and applies the “Do Not Contact” flag to the corresponding contacts, but many companies take soft-bounce with a slightly different approach.

With n8n, all you need to do is receive bounce notifications for a webhook, perform some processing or validations in alignment with your policies, add notes and choose the most appropriate “Do not Contact” level.

You are free to choose the best way to handle hard-bounces, soft-bounces and complaints.

Lead Score like you’ve never seen

n8n also allows you to add or subtract points from a contact, opening doors to the most diverse external situations that can contribute to your Lead Score strategy.

Imagine that every time a contact makes a purchase on your e-commerce website, you can add a point to them – in addition to adding a comment, making it easier to identify them on the timeline

Handle your contacts with the n8n

The integration of Mautic within the n8n platform allows you to perform the most diverse actions:

• Create or Update Contacts
• Add Tags to Contacts
• Add or Remove a Contact from a Segment
• Add or Remove a Contact from a Campaign
• Add or Remove “Do Not Contact” from a contact
• Directly send a Campaign-type email to a contact
• Add or Subtract Points from a Contact

n8n is Mautic’s best open source partner for connecting external systems that can perform actions inside your Mautic.

You can plug Mautic into major CRM, email validation systems, contact enrichment, spreadsheets, SQL and NoSQL databases, receive data via webhooks or API and much more.

If you are thinking of connecting your Mautic to an external system, be sure to look for the n8n. It’s a free and open source system that you can run on your own server.

Luiz Eduardo de Oliveira Fonseca is a Devops and cofounder of Powertic. He is also with the Mautic Meetup São Paulo (Brazil) and the n8n Meetup São Paulo (Brasil). You can follow him on Twitter: @luizeof.

Joomla! is the second most popular content management system in the world.  It powers sites such as the Eiffel Tower, the Guggenheim Museum, the United Nations Regional Information Centre and millions more.  So of course, Mautic integrates with Joomla!

Installing the Plugin

Its a simple process:

1. Download the plugin. (Joomla! 2.5x & 3.x)
2. Install it as you would any other extension (extensions -> manage -> install)
3. Configure the plugin with your Mautic URL.

Once the plugin is installed and configured, you can embed forms anywhere on your site.  You’ll also begin to see contact information populating your leads.

Watch the video.

If you’d like to suggest a topic, please head over to the #support channel and message @imrodmartin.

Drupal is a world-class content management system used by governments (whitehouse.gov), schools (harvard.edu), business (weather.com) and even other open source projects (redhat.com & opensource.com)!  So of course, Mautic integrates with every major version of Drupal.

Installing the Module

Its a simple process:

1. Download the version of the module for your version of of the CMS.
2. Install the module (admin/modules/install)
3. Configure the module with your Mautic URL.

Once the module installed and configured, you can embed forms anywhere on your site.  You’ll also begin to see contact information populating your leads.

Watch the video for step by step instructions.

If you’d like to suggest a topic, please head over to the #support channel and message @imrodmartin.

Mautic joins a short list of other marketing automation platforms offering integration with Oktopost, but unlike the others, Mautic stands alone with a beautiful interface, powerful features, and a specific Oktopost post format. Mautic takes the data provided from these social media messages and generates a rich lead profile allowing further tracking and monitoring based on interactions and engagements by visitors with your social media. This truly is a powerful integration.

Oktopost CEO, Daniel Kushner, had this to say when asked about their decision to integrate with Mautic:

“These are exciting times for the Social Business Applications Market. With an estimated market CAGR of 22% over the next several years, businesses are going to hugely benefit from the innovations of companies like Allyde, who bring the all well known benefits of open source to a traditionally proprietary SaaS market. Being personally involved in open source since 2001 with PHP and Zend, it’s an honor to have the opportunity to work with such a passionate team, that will bring marketing automation to the masses. Mautic is with no doubt a game changer for marketing automation, and I’m really excited to see how the market will unfold in the years to come.”

We are excited to hear this kind of feedback and see how others are recognizing the power of our community and of open source marketing automation. We understand the importance social media marketing and social marketing automation play in the role of marketing automation software and this integration will only help us further accomplish our goals. If you’re interested in expanding your social media marketing and social campaigns then Mautic and Oktopost integrated will serve you well!

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You can find out more on Oktopost’s website, and see how amazing things look with Mautic by downloading your own copy or creating your free hosted account today!