Coaching Loft + Mailchimp

Add new Coaching Loft contacts as Mailchimp subscribers

Set up this integration to automatically add new contacts in Coaching Loft to Mailchimp.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
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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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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- Client EmailRequired
  This is the email of the Client/Coachee to whom the Action is to be assigned.
- TitleRequired
  A one-liner text to determine the action.
- Action DetailsRequired
  The detailed context of the action.
- Date DueRequired
  Date of which the Action is to be done.
Action
Write
- First NameRequired
  The first name of the contact.
- Last NameRequired
  The last name of the contact.
- EmailRequired
  The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).
- Contact Number
  The main contact number of the contact.
- Company Name
  The company name of the contact.
- Occupation
  The occupation/job title of the contact.
- Website
  The Website URL of the contact where they are affiliated.
- Linked-in Profile
  The Linked-in profile link of the contact.
- Facebook Page/Profile
  The Facebook profile link of the contact.
- Tags
  Tags must be comma-separated (e.g. Customer, Subscriber, etc.).
- Source
  The source is where the contact came from (e.g. Facebook, Website contact form).
Action
Write

- Client Email AddressRequired
  The email address of the client that you coached in the session log. (The email address must reflect to one of your clients registered on Coaching Loft).
- Title
  The title of the session log.
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- Location
  The location where the session took place.
- Session LogRequired
  The actual logged details of the session.
Action
Write
- Audience
- Trigger on every open from a subscriber?
  If no (and by default) this trigger will only fire the first time a user opens an email.
Trigger
Scheduled
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New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
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- AudienceRequired
- Note About Samples
  When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Trigger
Instant
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- AudienceRequired
Trigger
Instant
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- AudienceRequired
- Note About Samples
  When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Trigger
Instant
Try It
- AudienceRequired
- Tag nameRequired
  Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
Action
Write
- AudienceRequired
- Subscriber EmailRequired
  The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
- Double Opt-In
  If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
- Update Existing
  If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
- Replace Groups
  Determines what changes to make to the subscriber's groups/interests.
  Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
  Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
  Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
- Groups
- Language Code
  This should be a two letter language code (ISO639-1) See here for the list of language codes.
- Tag(s)
  The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
  The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
Action
Write
- AudienceRequired
- Email AddressRequired
  The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
- NoteRequired
  The content of the note. Note length is limited to 1,000 characters.
Action
Write
- Api Docs Info
  API docs for Mailchimp are located here https://mailchimp.com/developer/reference/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
  The email address of the Subscriber you want to find.
- Audience
  Limit your search to this specific Audience.
Action
Search
- AudienceRequired
- Tag nameRequired
  Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
Action
Search or write

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
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New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
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- TitleRequired
  Title of the Appointment
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- LocationRequired
  Location of the Appointment
- Description
  Description of the new appointment
- Client Email AddressRequired
  The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).
Action
Write
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Invoice is to be assigned.
- Invoice numberRequired
  Unique identification number or code from the invoice.
- CurrencyRequired
  The currency used for the invoice (e.g. USD, EUR, AUD).
- Subtotal
  The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Total AmountRequired
  The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Description
  The description of the invoice
- Due DateRequired
  Date of which the invoice is supposed to be settled.
- Sending DateRequired
  Actual sending date of the invoice to the client.
- Settlement Date
  The date when the invoice got settled (only applicable on invoices with "paid" status).
- Status
  Status of the invoice.
Action
Write
- Audience
- Status
Trigger
Scheduled
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- Audience
- LinkRequired
  Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
- Trigger on every click from a subscriber?
  If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Trigger
Scheduled
Try It
- StoreRequired
  To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Trigger
Scheduled
Try It
- Store
  If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Trigger
Scheduled
Try It
- AudienceRequired
- Segment or TagRequired
  To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Trigger
Scheduled
Try It
- Campaign Name
- AudienceRequired
  Select the audience you want to send the campaign to.
- Segment or Tag
  Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
- Email SubjectRequired
- Preview Text
  This snippet will appear in the inbox after the subject line.
- From NameRequired
- From Email AddressRequired
- To Name
  Supports *|MERGETAGS|* for recipient name, such as *|FNAME|*, *|LNAME|*, *|FNAME|* *|LNAME|*, etc.
- Template
  Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
- Email Content (HTML)
  Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Action
Write
- AudienceRequired
- Email AddressRequired
  The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
- Custom Event NameRequired
  Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
- Properties
  Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
Action
Write
- AudienceRequired
- Subscriber EmailRequired
  The email address of the subscriber you want to unsubscribe from this audience.
- Delete Member
  Completely delete this contact from MailChimp? (No: just unsubscribe them)
Action
Write
- CampaignRequired
  A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
Action
Write
- AudienceRequired
- TagRequired
  The tag to which the subscriber will be added.
- Email AddressRequired
  The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
Action
Write
- NameRequired
  The name of the Campaign to find
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
  The name of the Campaign to find
- Campaign Name
- AudienceRequired
  Select the audience you want to send the campaign to.
- Segment or Tag
  Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
- Email SubjectRequired
- Preview Text
  This snippet will appear in the inbox after the subject line.
- From NameRequired
- From Email AddressRequired
- To Name
  Supports *|MERGETAGS|* for recipient name, such as *|FNAME|*, *|LNAME|*, *|FNAME|* *|LNAME|*, etc.
- Template
  Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
- Email Content (HTML)
  Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Action
Search or write
- SearchRequired
  The email address of the Subscriber you want to find.
- Audience
  Limit your search to this specific Audience.
- AudienceRequired
- Subscriber EmailRequired
  The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
- Double Opt-In
  If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
- Update Existing
  If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
- Replace Groups
  Determines what changes to make to the subscriber's groups/interests.
  Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
  Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
  Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
- Groups
- Language Code
  This should be a two letter language code (ISO639-1) See here for the list of language codes.
- Tag(s)
  The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
Action
Search or write

About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

Related categories

CRM (Customer Relationship Management)

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.

Learn more

Related categories

Email Newsletters

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Coaching Loft + Mailchimp

Add new Coaching Loft contacts as Mailchimp subscribers

New Appointment

New Contact

New Invoice

Add New Action

Client EmailRequired

TitleRequired

Action DetailsRequired

Date DueRequired

Add New Contact

First NameRequired

Last NameRequired

EmailRequired

Contact Number

Company Name

Occupation

Website

Linked-in Profile

Facebook Page/Profile

Tags

Source

Add New Session Log

Client Email AddressRequired

Title

Start Date & TimeRequired

End Date & TimeRequired

Location

Session LogRequired

Email Opened

Audience

Trigger on every open from a subscriber?

New Audience

New Subscriber

AudienceRequired

Note About Samples

New Unsubscriber

AudienceRequired

New or Updated Subscriber

AudienceRequired

Note About Samples

Create Tag

AudienceRequired

Tag nameRequired

Add/Update Subscriber

AudienceRequired

Subscriber EmailRequired

Double Opt-In

Update Existing

Replace Groups

Groups

Language Code

Tag(s)

Remove Subscriber from Tag

AudienceRequired

TagRequired

Email AddressRequired

Add Note to Subscriber

AudienceRequired

Email AddressRequired

NoteRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

StoreRequired

Email AddressRequired

Find a Subscriber

SearchRequired

Audience

Find or Create Tag

AudienceRequired

Tag nameRequired

New Client

New File Attachment