Mailchimp + Method CRM
Create or update Mailchimp subscribers whenever new customers or vendor leads are detected in Method CRM
Boost your marketing initiatives by keeping your contact list updated effortlessly. Whenever you have a new customer, vendor, or lead in Method CRM (specifically Xero users), this workflow will add or update the corresponding subscriber in your Mailchimp account. This seamless process ensures you have a continuously updated subscriber list for targeted communication, thus enhancing customer engagement and sales conversion.
Boost your marketing initiatives by keeping your contact list updated effortlessly. Whenever you have a new customer, vendor, or lead in Method CRM (specifically Xero users), this workflow will add or update the corresponding subscriber in your Mailchimp account. This seamless process ensures you have a continuously updated subscriber list for targeted communication, thus enhancing customer engagement and sales conversion.
- When this happens...New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
- automatically do this!Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
