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Mailchimp + SmartOffice

Update contacts in SmartOffice and add or update subscribers in Mailchimp effortlessly

Stay updated with your audience preferences by using this seamless workflow that connects SmartOffice and Mailchimp. Whenever a contact is updated in SmartOffice, the changes will instantly reflect in your Mailchimp subscribers' list. This automation ensures accuracy in your records, while saving you the time and effort of manual data transfer. No more inconsistencies between your contact and subscribers' list, and no need to worry about missing out on important updates.

Stay updated with your audience preferences by using this seamless workflow that connects SmartOffice and Mailchimp. Whenever a contact is updated in SmartOffice, the changes will instantly reflect in your Mailchimp subscribers' list. This automation ensures accuracy in your records, while saving you the time and effort of manual data transfer. No more inconsistencies between your contact and subscribers' list, and no need to worry about missing out on important updates.

  1. When this happens...
    SmartOfficeSmartOffice
    Update Contact

    Triggers when a contact is updated in SmartOffice.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SmartOffice triggers, actions, and search

    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • Description

    • Location

    • Keywords

    • Start TimeRequired

    • End TimeRequired

    • Primary Contact E-mail

    • Participant E-mail

    • Type

    • Sub-Type

    • Task

    • All day

    • Priority

    • Status

    • Custom Fields

    Action
    Write
    • Last NameRequired

    • First Name

    • Middle Name

    • Title

    • Greeting

    • Source

    • Sub-Source

    • Birth Date

    • Preferred Communication

    • Gender

    • Marital Status

    • # of Children

    • E-Mail Type

    • E-Mail

    • Nationality

    • Agent Status

    • Primary Language

    • Tobacco Use

    • Driver License #

    • Driver License State

    • Driver License Expiration Date

    • Salary

    • SS # (Social Security Number)

    • Tax

    • Total Income

    • Net Worth

    • Job Title

    • Occupation

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Contact Type

    • Last Name (Key Relation)

    • First Name (Key Relation)

    • Middle Name (Key Relation)

    • Gender (Key Relation)

    • Marital Status (Key Relation)

    • E-mail Type (Key Relation)

    • E-mail (Key Relation)

    • Line 1 (Key Relation)

    • Line 2 (Key Relation)

    • City (Key Relation)

    • State (Key Relation)

    • Country (Key Relation)

    • ZIP/Postal Code (Key Relation)

    • Phone Type (Key Relation)

    • Full Phone Number (Key Relation)

    • Relationship

    • Set Name

    • Type

    • Sub-Type

    • Custom Fields

    Action
    Write
    • Lead TypeRequired

    • StageRequired

    • StatusRequired

    • Campaign Name

    • Last NameRequired

    • First Name

    • Middle Name

    • Suffix

    • Greeting

    • Title

    • Gender

    • Employer

    • Job Title

    • Source

    • Sub-Source

    • Birth Date

    • Age

    • Tobacco Use

    • Phone Type

    • Full Phone Number

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Remarks

    • SS#/Tax ID

    • Potential

    • Score

    • Leads Follow-up

    • Language

    • Action

    • Marital Status

    • Occupation

    • Salary

    • Tax

    • Distribution Type

    • Priority

    • Qualified

    • Custom Fields

    Action
    Write
  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Abbreviation

    • Source

    • Sub-Source

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Last Name (Primary Contact)

    • First Name (Primary Contact)

    • Middle Name (Primary Contact)

    • E-mail Type (Primary Contact)

    • E-mail (Primary Contact)

    • Line 1 (Primary Contact)

    • Line 2 (Primary Contact)

    • City (Primary Contact)

    • State (Primary Contact)

    • Country (Primary Contact)

    • ZIP/Postal Code (Primary Contact)

    • Phone Type (Primary Contact)

    • Phone (Primary Contact)

    • Role (Primary Contact)

    • Type

    • Sub-Type

    • DBA

    • # of Employees

    • Revenue

    • Established On

    • Tax

    • Fiscal Year

    • Segment

    • SIC

    • County

    • Industry

    • Business Class

    • Income

    Action
    Write
    • DescriptionRequired

    • Keyword

    • Category

    • Post URL Only

    • URL

    • MIME Type

    • Contact E-mail

    • Private

    • Advice

    Action
    Write
    • NotesRequired

    • Memo Date

    • Keywords

    • Contact E-mailRequired

    Action
    Write
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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 moreHelp

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  • Email Newsletters

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About SmartOffice

SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.

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