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InvestNext + Mailchimp

InvestNext + Mailchimp

InvestNext + Mailchimp integrations

Create contacts in InvestNext for new or updated subscribers in Mailchimp

Keep your InvestNext contact list up-to-date with this workflow. When you update a subscriber in Mailchimp, a new contact is immediately created in InvestNext. This way, you can ensure you're consistently managing communication with your investors, eliminating the need to manually input details and enhancing relations.

When this happens...
New or Updated SubscriberTriggers when a subscriber is added or updated in an audience.
TriggerInstant
automatically do this!
Create ContactCreates a new contact in the CRM (duplicate email addresses will be ignored)
ActionWrite

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More things you can do with Mailchimp and InvestNext

Discover other triggers and actions you can use with Mailchimp and InvestNext

- Audience
- Status
Trigger
Polling
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Polling
Try It
- Store
  Required
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It
- Audience
  Required
- Segment or Tag
  Required
Trigger
Polling
Try It

- Audience
  Required
- Email Address
  Required
Action
Write
- Campaign
  Required
Action
Write

- Audience
  Required
- Tag name
  Required
Action
Write
- Name
  Required
- Company
  Required
- Address1
  Required
- Address2
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
  Required
- Email Address
  Required
- Deletion_info
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Note
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Store
  Required
- Email Address
  Required
Action
Search
- Search
  Required
- Audience
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search or write
- Dynamic Fields
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Action
Write

- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Audience
  Required
Trigger
Instant
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Custom Event Name
  Required
- Properties
Action
Write
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- Audience
  Required
- Email Address
  Required
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Name
  Required
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search
- Name
  Required
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Search
  Required
- Audience
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write
Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
Try It

About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

Learn moreLearn moreHelpHelp

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About Mailchimp

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

Learn moreLearn moreHelpHelp

Related categories

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Related Zap Templates

Add new subscribers on Mailchimp when form submissions occur in InvestNext

Related Zap Templates

Add new subscribers on Mailchimp when form submissions occur in InvestNext