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.

  1. When this happens...
    Method CRMMethod CRM
    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    TriggerScheduled
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It
    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Vendor

    Triggers when a new vendor is added.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
mailchimp logo
mailchimp logo

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
Learn moreHelp

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  • Email Newsletters

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method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn moreHelp

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