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Customer stories

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Formsite

Mailchimp

Streak

Running the family business comes with its own unique stresses and expectations. There's the brand—established before you were born—and, tied into that, a standard that customers expect.

How a Whitewater Rafting Business Automatically Processes Forms

Copying and pasting entries from one system to another is more than just a time-waster; it's a mental drag, too. But this Zap will alleviate all your troubles! Every time you get a new entry from Formsite, Zapier will automatically send it to Streak, creating a new box. This is perfect if you collect information via Formsite about your customers and leads. 

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Triggers when a user submits a new form result.

New Form Result

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Triggers when a Box is moved between Pipelines.

Box Change Pipeline

Box Change Stage

Triggers when a Field on a Box is updated.

Updated Box

Triggers when the counter for emails received on a box changes.

Box Email Received Count Change

Triggers when a Comment is made on a Box in a Pipeline.

New Comment

Updated Contact

New Box

New Contact

Task Complete

New Task

Triggers when a Task becomes due, but it not yet completed.

Task Due

Find a Box

Searches for an existing contact by contact key, box key, or other information (like email address).

Find a Contact

Find an Organization

Find or Create Box

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Add Contact to Box

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Add Organization to Box

Create New Box

Create Comment

Create an email filter that's part of a box.

Create Email Filter

Create Task

Edit fields, stage, assigned to, name and notes on an existing box.

Edit Box

Edit a task by providing box key and task text or by providing a task key.

Edit Task

Retrieve a file by providing the file key.

Get File by File Key

Gets a full unified thread given a thread key.

Get Full Thread by Key

Link Boxes

Create a new Meeting or Call Log on a box.

Create Meeting / Call Log

Update a contact by providing a contact key.

Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create new boxes in Streak for new Formsite entries

Transferring customer data from an email marketing list to a CRM can be a major headache. Not true with this Mailchimp Streak integration. Turn email subscribers into trackable leads by creating boxes in Streak from Mailchimp subscribers. 

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.

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

New Order

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Customer

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Create Campaign

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

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

Add/Update Subscriber

Unsubscribe or delete a contact by email address within an audience.

Unsubscribe or Delete Contact action

Removes a subscriber by email address from a tag within an audience.

Remove Subscriber from Tag

Sends a campaign to all subscribers in an audience, segment, or tag.

Send Campaign

Adds a new note to an existing subscriber.

Add Note to Subscriber

Add an email address to a tag within an audience. Note: the email address **must already be subscribed to the audience**, or this will fail.

How a Whitewater Rafting Business Automatically Processes Forms

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