BrokerEngine + Mailchimp

Tag contacts in BrokerEngine and add or update subscribers in Mailchimp

Stay organized with your contacts by creating a seamless connection between BrokerEngine and Mailchimp. Every time there's a new tagged contact in BrokerEngine, this workflow will update or add a subscriber in your Mailchimp list immediately. This automation ensures your Mailchimp subscriber base stays up to date, leaving you more time for email strategy and content creation. Maximize your efficiencies and keep your marketing communication on point without any manual effort.

Stay organized with your contacts by creating a seamless connection between BrokerEngine and Mailchimp. Every time there's a new tagged contact in BrokerEngine, this workflow will update or add a subscriber in your Mailchimp list immediately. This automation ensures your Mailchimp subscriber base stays up to date, leaving you more time for email strategy and content creation. Maximize your efficiencies and keep your marketing communication on point without any manual effort.

  1. When this happens...
    BrokerEngineBrokerEngine
    Contact Tagged

    Triggers when a contact is tagged.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

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

    ActionWrite
Start free with email
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Supported triggers and actions

  • BrokerEngine triggers, actions, and search

    Financevault Document Request Done

    Triggers when client clicks "Done" in a FinanceVault document request.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Contact Created

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Financevault Document Request

    Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.

    Trigger
    Instant
    Try It
    • Subscribed Tags

    Trigger
    Instant
    Try It
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brokerengine logo

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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mailchimp logo
mailchimp logo

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
Learn more

Related categories

  • Marketing Automation

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