1.Monitors new or updated subscriber
Integrate Mailchimp and email marketing tools to detect new or updated subscribers and map source fields.
Create loyalty customer from web signup and add to list
Automatically monitor new or updated subscribers across Mailchimp and Square. Create and update loyalty records when qualifying tag updates, subscriber emails match, or signup profiles changeβso you can create customers, add loyalty segment membership, and avoid manual follow-up paperwork.
How this automation creates loyalty customer-ready records
When new or updated subscriber data arrives, unqualified signups can slip through and loyalty follow-up stalls. This automation filters qualifying subscribers, creates Square customer records, and adds them to a Mailchimp loyalty segmentβso your team can act at signup time.
Mailchimpor swap with your favorite app
2.Filters for qualifying loyalty records
Integrate Zapier and workflow rules to continue only when the subscriber has the configured qualifying tag or flag.
Email by Zapieror swap with your favorite app
3.Creates customer record in Square
Integrate Square and POS data fields to create a customer and store opt in metadata in notes.
Squareor swap with your favorite app
4.Adds subscriber to loyalty segment
Integrate Mailchimp and audience segments to add the subscriber email to the configured loyalty list.
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Boost repeat purchases with automated points updates, rewards tracking, and member outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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