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CASEpeer + Mailchimp

Add new CASEpeer leads to Mailchimp as updated subscribers

Easily manage and engage with your new leads using this seamless workflow between CASEpeer and Mailchimp. Once a new lead is detected in CASEpeer, their information will be swiftly added or updated in your Mailchimp subscriber list. This simplified process reduces manual data entry, ensuring you can immediately start sending targeted communication to your prospects.

Easily manage and engage with your new leads using this seamless workflow between CASEpeer and Mailchimp. Once a new lead is detected in CASEpeer, their information will be swiftly added or updated in your Mailchimp subscriber list. This simplified process reduces manual data entry, ensuring you can immediately start sending targeted communication to your prospects.

  1. When this happens...
    CASEpeerCASEpeer
    New Lead

    Triggers when a new lead is captured.

    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
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  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • CASEpeer triggers, actions, and search

    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
    • Case TypeRequired

    • Phone TypeRequired

    • Date Of InjuryRequired

    • Phone NumberRequired

    • First NameRequired

    • Last NameRequired

    • Middle Name

    • Email

    • Nick Name

    • Source Type

    • Source Detail

    • Date of Birth

    • Language

    • Incident Description

    • Description of Injuries

    • Case StatusRequired

    Action
    Write
    • TaskRequired

    • Priority

    • CaseRequired

    • Created ByRequired

    • Assigned ToRequired

    • Urgent

    • Due DateRequired

    • Date To Show

    Action
    Write
  • CASEpeer triggers, actions, and search

    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
    • Case NoteRequired

    • CaseRequired

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone

    • Phone ext.

    • Call Time

    • Source

    • Date of Incident

    • Accident Type

    • Description of Injuries

    • Description of Accident

    • Source Number

    • Patched To

    • Patched From

    • Write in Date of Incident

    • Caller

    • General Description

    Action
    Write
casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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mailchimp logo
mailchimp logo

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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