Mailchimp + Socket
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.
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 Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
- then do this!Add Subscriber to Tag
Triggers when a subscriber is added to a segment or tag within an audience.
- Free forever for core features
- 14 day trial for premium features & apps
Proposal Activated
Triggers when a proposal becomes active.
Try ItProposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Try ItProposal Created
Triggers when a new proposal is created.
Try ItProposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Try It
