Mailchimp + Mercury Connect

Mailchimp + Mercury Connect integrations

Add new Mercury Connect persons as subscribers in Mailchimp

Easily keep your contact list updated with this workflow. When a new person is added in Mercury Connect, it instantly updates or adds the subscriber to your Mailchimp list. This results in an efficient way to manage your contacts, ensuring your marketing efforts are reaching the right audiences. No more manual updates, allowing you to focus more on engaging with your clientele.

When this happens...
New PersonTriggers when a person is created.
TriggerInstant
automatically do this!
Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
ActionWrite

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More things you can do with Mercury Connect and Mailchimp

Discover other triggers and actions you can use with Mercury Connect and Mailchimp

- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Person Id
  Required
- Title
- Email
- First Name
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Add to DMH
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write

- Person Id
  Required
- Relationship
  Required
- Opportunity Id
  Required
Action
Write
- Name
- Email Address
Action
Search

- Name
- Email Address
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Search or write
- 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

- Contact Type
  Required
Trigger
Instant
Try It
- Contact Type
  Required
Trigger
Instant
Try It
- Opportunity Type
  Required
Trigger
Instant
Try It
- Virtual Branch
- Title
- Email
  Required
- First Name
  Required
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Mailing Address?
- Address Type
- Address Format
- Floor Number
- Unit Number
- Building Name
- Street Number
- Street Name or PO Box
- Street Type
- City
- State
- Postcode
- Country
- Address Effective From
- Address Effective To
- Housing Situation
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Action
Write
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Id
  Required
- Name
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Origination Fee
- Doc Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
Action
Write
- Opportunity Name
  Required
Action
Search
- Opportunity Name
  Required
- Virtual Branch
- Name
  Required
- Advisor
- Admin
- Supervisor
- Current Status
- Lead Source
- Internal Reference
- Opportunity Type
- Lender
- Loan Amount
- Existing Amount
- Security Value
- Lmi
- Brokerage
- Doc Fee
- Origination Fee
- Status Notes
- Transaction Type
- Lender Reference
- Apply Online Id
- Finance Date
- Deposit Due Date
- Settlement Date
- Settlement Date Confirmed?
- Interest Only Expiry Date
- Fixed/Intro Rate Expiry
- Notepad Text
- Categories
- Primary Applicant Id
- Second Applicant Id
- Second Applicant Relationship
- Third Applicant Id
- Third Applicant Relationship
- Type
- Security
- Value
- Type
- Balance
- Limit
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
- 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

About Mailchimp

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

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About Mercury Connect

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Update subscribers on Mailchimp from Mercury Connect

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