Connect Togile and MailChimp to Build Intelligent Automations

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Togile

When this happens...

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MailChimp

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

new audience is created

new audience is created

runs when new audience is created

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.

Do thisActions

Action is the task that follows automatically within your Togile integrations.

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

Create Contact

Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

Update Lead

Update Lead

Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).

Find Product and Service

Find Product and Service

Search for products by name (case-insensitive exact match) and return matching product records.

Create User

Create User

Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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Step by step guides to integrate Togile and MailChimp

Frequently Asked Questions

How do I start an integration between Togile and MailChimp?

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

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

Absolutely. You can customize how Togile 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.

How often does the data sync between Togile and MailChimp?

The data sync between Togile and MailChimp 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 Togile to MailChimp?

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 Togile and MailChimp?

Yes, you can set conditional logic to control the flow of data between Togile 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.

Togile

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

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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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