Trigger campaigns in Mailchimp for new activities in Clio
Stay on top of your client engagements with this efficient workflow that connects Clio and Mailchimp. When a new activity is created in Clio, a tailored campaign is sent from Mailchimp, making sure your marketing efforts always align with your clients' needs. Save time and improve communication with this seamless integration.
Stay on top of your client engagements with this efficient workflow that connects Clio and Mailchimp. When a new activity is created in Clio, a tailored campaign is sent from Mailchimp, making sure your marketing efforts always align with your clients' needs. Save time and improve communication with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Campaign
Sends a campaign draft. PLEASE NOTE: This action sends an email to everyone signed up to the Campaign. Are you trying to send an email to just one person? Set up an Automation within MailChimp and assign the welcome email to a tag. Then assign that tag to your customer with the Add Subscriber To Tag Action.
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