Connect BoardCRM and MailChimp to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for BoardCRM
Choose an Action
Automatically do this!
Add Note to Subscriber
Add subscriber to Tag
Update Subscriber
Archive Subscriber
Create Campaign
Create Custom Event
Remove Subscriber from Tag
Unsubscribe Email or Delete contact
Find Campaign
Find Subscriber
Send Campaign
Find Customer
Create Tag
Create a Subscriber
Find Tag
Campaign Report
Get latest chimp chatter
Add or Remove Member tags
Add Customer
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new audience is created
runs when new audience is created
New Campaign
triggers when a new campaign is created or sent.
Email Opened
Triggers when a recipient opens an email in a specific campaign.
New Subscriber
Triggers when a new subscriber is added to an audience.
New Unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
Do thisActions
Action is the task that follows automatically within your BoardCRM integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
Add Note to Subscriber
Adds a new note to an existing subscriber
Add subscriber to Tag
Add an email address to a tag within an audience. Note, the email address must already the subscribed to the audience,or this will fail.
Update Subscriber
Update an existing subscriber using email address.
Know More About Boardcrm and Mailchimp Integrations
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Step by step guides to integrate BoardCRM and MailChimp
Frequently Asked Questions
To start, connect both your BoardCRM and MailChimp accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in MailChimp (or vice versa).
Absolutely. You can customize how BoardCRM data is recorded in MailChimp. This includes choosing which data fields go into which fields of MailChimp, setting up custom formats, and filtering out unwanted information.
The data sync between BoardCRM and MailChimp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoardCRM and MailChimp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn MoreAbout MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
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