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Frequently Asked Questions about kvCORE + Mailchimp integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with kvCORE and Mailchimp
How do I set up the integration between kvCORE and Mailchimp?
To integrate kvCORE with Mailchimp, we utilize triggers and actions that connect these platforms seamlessly. Begin by selecting kvCORE as the trigger application to initiate the workflow when a specified event occurs, like adding a new lead. Then, choose Mailchimp as the action application to execute an appropriate response, such as creating a new subscriber in a designated audience.
What triggers can be used from kvCORE in this integration?
We support various triggers from kvCORE for integrations. Common triggers include 'New Lead', which activates whenever a new lead is added, and 'Lead Updated' for any modifications made to existing leads. These actions enable dynamic responses in Mailchimp.
Can I segment my contacts in Mailchimp automatically through this integration?
Yes, with our integration services, you can automatically segment your contacts in Mailchimp based on specific actions taken in kvCORE. For example, when a lead's status changes to 'Client', your Mailchimp list can be updated or segmented accordingly.
How are errors handled in the integration process between kvCORE and Mailchimp?
Integration errors are logged and notifications are sent to designated email addresses so you can act swiftly if an issue arises. Our system attempts retries where possible and provides detailed logs to help resolve any problems efficiently.
What types of data can be transferred from kvCORE to Mailchimp?
The data transferred from kvCORE to Mailchimp typically includes lead information such as name, email address, phone number, and relevant tags that categorize each lead's source or status. This data helps keep your marketing lists precise and actionable.
Is it possible for changes made in Mailchimp to reflect back into kvCORE?
Currently, our offered integrations primarily facilitate one-way sync from kvCORE to Mailchimp. However, certain updates regarding engagement metrics may require custom solutions or additional configurations beyond our standard services.
Will deleting a lead in kvCORE remove the contact in Mailchimp too?
Deleting a lead in kvCORE does not automatically remove them from your audience list in Mailchimp through our standard setup. You would need an added action or separate process if you prefer contacts removed across both platforms upon deletion.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Zap IDRequired
Try It- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
- Audience
- Lead Status
Try It- Audience
- LinkRequired
- Track all links clicks
Try It
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
- Audience
- Trigger each time a subscriber opens an email
Try It- New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try It