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.
- When this happens...Proposal Won (Client Approved)Triggers when a proposal is won through client approval.
- automatically do this...Add/Update SubscriberAdd a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- then do this!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
- Proposal Activated
Triggers when a proposal becomes active.
Try ItTriggerInstant - Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Try ItTriggerInstant - Proposal Created
Triggers when a new proposal is created.
Try ItTriggerInstant - Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Try ItTriggerInstant
- Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Try ItTriggerInstant - Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerInstant - Proposal Deleted
Triggers when a proposal is deleted.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is marked as lost.
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