How to connect Finmo + Mailchimp
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItAudience
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.
Try It
Deal Note Created
Triggers when a new deal note is added in your team.
Try ItApplication Submitted by Borrower
Triggers when a borrower submits the application.
Try ItAudience
Status
Try ItAudience
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.
Try It
How Finmo + Mailchimp Integrations Work
- Step 1: Authenticate Finmo and Mailchimp.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Mailchimp Tutorials
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