1.Detect new CRM contact
Integrate Salesforce and CRM tools to capture contact fields and consent flags for mailing list validation.
Add new contact to investor mailing list for outreach
Automatically monitor new contact records across Salesforce and Zapier. Create and update investor mailing list subscribers when contacts get created, consent flags change, or qualifying emails appear β so you can add accurate subscribers, segment outreach, and keep outreach ready without manual list updates.
How this automation grows your investor audience
When new CRM contacts arrive without consent checks, outreach lists become inaccurate and campaign managers waste time cleaning data. This automation validates consent and filters qualifying contacts, then adds or updates subscriber records in Mailchimpβso your team can reach the right investors automatically.
Salesforceor swap with your favorite app
2.Filters for qualifying consent
Integrate Filter by Zapier and consent rules to continue only when a contact has an email and opt-out is not set.
Filter by Zapieror swap with your favorite app
3.Add or update subscriber
Integrate Mailchimp and audience segmentation to map fields, set subscriber status, and update investor list records.
Mailchimpor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.