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Mailchimp + Socket

Mailchimp + Socket

Mailchimp + Socket integrations

Add/update Mailchimp subscribers when new Socket proposals are won (client approved)

Connect Socket and Mailchimp to automate your client communications. When a client signs their proposal in Socket, you can automatically add them to an onboarding email sequence in Mailchimp by adding them as a subscriber and tagging them to your onboarding campaign. Save time on follow up emails while your new client gets a first class onboarding experience.

  1. When this happens...
    Proposal Won (Client Approved)
    Proposal Won (Client Approved)
    Proposal Won (Client Approved)Triggers when a proposal is won through client approval.
  2. automatically do this...
    Add/Update Subscriber
    Add/Update Subscriber
    Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
  3. then do this!
    Add Subscriber to Tag
    Add Subscriber to Tag
    Add Subscriber to TagTriggers when a subscriber is added to a segment or tag within an audience.
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More things you can do with Socket and Mailchimp

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

  • Socket triggers, actions, and search
    Proposal Activated

    Triggers when a proposal becomes active.

    Trigger
    Instant
    Try It
  • Socket triggers, actions, and search
    Proposal Changes Requested

    Triggers when a team member requests changes to a proposal (Pro Features only).

    Trigger
    Instant
    Try It
  • Socket triggers, actions, and search
    Proposal Created

    Triggers when a new proposal is created.

    Trigger
    Instant
    Try It
  • Socket triggers, actions, and search
    Proposal in Review

    Triggers when a proposal is moved to in-review status (Pro Features only).

    Trigger
    Instant
    Try It
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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 Socket
Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.
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