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How Zapier works

Zapier makes it easy to integrate Mailchimp with Xero - no code necessary. See how you can get setup in minutes.

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Help
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Mailchimp
Mailchimp logo
Mailchimp
1. Choose trigger event
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Xero
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Xero
2. Choose action
Mailchimp logo
1. Select the event
Setup
Test
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Mailchimp
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Campaign" from Mailchimp.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects Mailchimp and Xero, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Mailchimp + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mailchimp and Xero

How do you set up the integration between Mailchimp and Xero?

To set up the integration between Mailchimp and Xero, you would typically use an automation platform to connect the two services. You start by selecting Mailchimp as your trigger app and choose a specific event like 'New Subscriber.' Then, you select Xero as your action app to decide on the appropriate action such as 'Create Contact.' Our platform guides you through authenticating both accounts seamlessly.

What types of triggers are available when integrating Mailchimp with Xero?

In our integration setup, you can use triggers from Mailchimp like 'New Subscriber,' 'Updated Subscriber,' or 'Campaign Sent.' Each of these triggers allows for different actions in Xero, like creating a new contact or updating existing contact details automatically.

Can I update existing contacts in Xero through this integration when someone subscribes via Mailchimp?

Yes, when a contact subscribes through Mailchimp, we can automate updates to existing contacts in Xero. Simply choose 'Update Contact' as an action after selecting a trigger event from Mailchimp. This ensures your records remain current without manual intervention.

Is it possible to trigger an invoice creation in Xero from a Mailchimp action?

While our current integrations primarily focus on syncing contact information, triggering financial transactions like invoice creation directly would require a custom solution. However, you can set alerts or notifications based on subscriber activities as indirect actions.

How secure is the data transfer between Mailchimp and Xero using this integration?

We prioritize data security and employ industry-standard encryption protocols during data transfer between Mailchimp and Xero. Our platform also requires authentication for each service to ensure that only authorized users can access the integrated workflows.

Are there any limitations on the frequency of data sync between these platforms?

The frequency of data sync depends on the plan chosen for automation services. Typically, event-driven triggers allow real-time updates but check your specific plan details regarding any limits or restrictions. Our automated processes aim to keep data as up-to-date as possible based on those settings.

Do I need technical skills to integrate Mailchimp with Xero?

No technical skills are required to integrate Mailchimp with Xero using our service. We offer a user-friendly interface that leads you step-by-step through configuration, even allowing customization of which fields are mapped during synchronization without needing code.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Audience
    • Status
    Trigger
    Polling
    Try It
    • Audience
    • Link
      Required
    • Track all links clicks
    Trigger
    Polling
    Try It
    • Store
      Required
    Trigger
    Polling
    Try It
    • Audience
    • Trigger each time a subscriber opens an email
    Trigger
    Polling
    Try It
  • Mailchimp triggers, actions, and search
    New Audience

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

    Trigger
    Polling
    Try It
    • Audience
    • Note_about_samples
    Trigger
    Instant
    Try It
    • Audience
    Trigger
    Instant
    Try It

Learn how to automate Mailchimp on the Zapier blog

Learn how to automate Xero on the Zapier blog

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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.
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xero logo
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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