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Jobber + Mailchimp

Jobber + Mailchimp integrations

Add new Jobber quotes to Mailchimp tag as subscribers

Streamline and simplify your client management with this efficient process. Once a quote is sent via Jobber to a client, this workflow will instantly tag that client in your designated Mailchimp list. This seamless process keeps your clients engaged while providing you with an efficient way to manage your contacts and grow your business relationships.

When this happens...
Quote SentTriggers when a quote is sent
TriggerInstant
automatically do this!
Add Subscriber to TagTriggers when a subscriber is added to a segment or tag within an audience.
ActionWrite

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More things you can do with Jobber and Mailchimp

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

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client ID
  Required
- Tags to Add
  Required
Action
Write

- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or 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
- 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
- SMS 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
- Tags
- 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

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- 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
New SMS Campaign
Triggers when a new SMS campaign is created.
Trigger
Polling
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment
- Tags
- 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
- 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

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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

Marketing Automation

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Related Zap Templates

Add Mailchimp subscribers to tags for new Jobber job completions

Add new Mailchimp subscribers to Jobber clients list