IntegrationsMailChimpVertex
MailChimp + Vertex

Connect MailChimp and Vertex to Build Intelligent Automations

Choose a Trigger

MailChimp

When this happens...

Choose an Action

Vertex

Automatically do this!

Enable Integrations or automations with these events of MailChimp and Vertex

Enable Integrations or automations with these events of MailChimp and Vertex

Triggers

New Audience

New Audience

Audiences created in Mailchimp

New Campaign

New Campaign

triggers when a new campaign is created or sent.

Email Opened

Email Opened

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

New Subscriber

New Subscriber

Triggers when a new subscriber is added to an audience.

New Unsubscriber

New Unsubscriber

Triggers when any current subscriber unsubscribes from an audience.

Request a new Trigger for MailChimp

Actions

Add Note to Subscriber

Add Note to Subscriber

Adds a new note to an existing subscriber

Add subscriber to Tag

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 Subscriber

Update an existing subscriber using email address.

Archive Subscriber

Archive Subscriber

Archives an existing subscriber.

Create Campaign

Create Campaign

Creates a Campaign Draft.

Create Custom Event

Create Custom Event

Create a custom event for an existing subscriber

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Step by step guides to integrate MailChimp and Vertex

Frequently Asked Questions

How do I start an integration between MailChimp and Vertex?

To start, connect both your MailChimp and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in MailChimp triggers actions in Vertex (or vice versa).

Can we customize how data from MailChimp is recorded in Vertex?

Absolutely. You can customize how MailChimp data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MailChimp and Vertex?

The data sync between MailChimp and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MailChimp to Vertex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MailChimp and Vertex?

Yes, you can set conditional logic to control the flow of data between MailChimp and Vertex. 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.

MailChimp

About 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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Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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