Mailchimp + Method CRM

Add new Mailchimp subscribers as customers or customer leads in Method CRM (quickbooks)

Effortlessly keep your customer information up-to-date with this Mailchimp-Method CRM integration. When a new subscriber joins your Mailchimp list, this workflow will create a customer or customer lead in Method CRM instantly. Save time on manual data entry and ensure accurate customer information for better engagement and revenue opportunities.

When this happens...
New Subscriber
Triggers when a new subscriber is added to an audience.
TriggerInstant
automatically do this!
Add Customer or Customer Lead (QuickBooks Only)
Adds a new customer or customer lead
ActionWrite

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Supported triggers and actions

What does this mean?

- Audience
- Status
Trigger
Scheduled
Try It
- Audience
- LinkRequired
- Trigger on every click from a subscriber?
Trigger
Scheduled
Try It
- StoreRequired
Trigger
Scheduled
Try It
- Store
Trigger
Scheduled
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Scheduled
Try It

- AudienceRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write

- AudienceRequired
- Subscriber EmailRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or write
New Activity
Triggers when a new activity is added.
Trigger
Scheduled
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start DateRequired
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- StatusRequired
- TypeRequired
- Assigned ToRequired
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Table NameRequired
- Fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

- Audience
- Trigger on every open from a subscriber?
Trigger
Scheduled
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- Delete Member
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Template
- Email Content (HTML)
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write
New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
Try It
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Write
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordIDRequired
- Opportunity NameRequired
- Assigned ToRequired
- Close DateRequired
- Description
- Opportunity StageRequired
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
Action
Search
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- Entity Full NameRequired
- Email
- Phone
- Custom Fields
Action
Search or write
- FieldRequired
- ValueRequired
- First NameRequired
- Last Name
- NameRequired
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write

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 Help

Related categories

Email Newsletters

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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Mailchimp + Method CRM

Add new Mailchimp subscribers as customers or customer leads in Method CRM (quickbooks)

New Campaign

Audience

Status

Link Clicked

Audience

Trigger on every click from a subscriber?

New Customer

StoreRequired

New Order

Store

New Subscriber in Segment or Tag

AudienceRequired

Segment or TagRequired

Archive Subscriber

AudienceRequired

Email AddressRequired

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 Activity

New Customer or Customer Lead (QuickBooks Only)

New Opportunity

Add Activity

Start DateRequired

Due Date

Comments

Opportunity Record ID

Contact RecordID

StatusRequired

TypeRequired

Assigned ToRequired

Custom Fields

Add Customer or Customer Lead (QuickBooks Only)

First NameRequired

Last Name

NameRequired

Company Name

Email

Phone

Billing Address Line 1

Billing Address Line 2