Mailchimp + SmartOffice

Update contacts in SmartOffice and add or update subscribers in Mailchimp effortlessly

Stay updated with your audience preferences by using this seamless workflow that connects SmartOffice and Mailchimp. Whenever a contact is updated in SmartOffice, the changes will instantly reflect in your Mailchimp subscribers' list. This automation ensures accuracy in your records, while saving you the time and effort of manual data transfer. No more inconsistencies between your contact and subscribers' list, and no need to worry about missing out on important updates.

Stay updated with your audience preferences by using this seamless workflow that connects SmartOffice and Mailchimp. Whenever a contact is updated in SmartOffice, the changes will instantly reflect in your Mailchimp subscribers' list. This automation ensures accuracy in your records, while saving you the time and effort of manual data transfer. No more inconsistencies between your contact and subscribers' list, and no need to worry about missing out on important updates.

  1. When this happens...
    SmartOfficeSmartOffice
    Update Contact

    Triggers when a contact is updated in SmartOffice.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
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Supported triggers and actions

  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Abbreviation

    • Source

    • Sub-Source

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Last Name (Primary Contact)

    • First Name (Primary Contact)

    • Middle Name (Primary Contact)

    • E-mail Type (Primary Contact)

    • E-mail (Primary Contact)

    • Line 1 (Primary Contact)

    • Line 2 (Primary Contact)

    • City (Primary Contact)

    • State (Primary Contact)

    • Country (Primary Contact)

    • ZIP/Postal Code (Primary Contact)

    • Phone Type (Primary Contact)

    • Phone (Primary Contact)

    • Role (Primary Contact)

    • Type

    • Sub-Type

    • DBA

    • # of Employees

    • Revenue

    • Established On

    • Tax

    • Fiscal Year

    • Segment

    • SIC

    • County

    • Industry

    • Business Class

    • Income

    Action
    Write
    • DescriptionRequired

    • Keyword

    • Category

    • Post URL Only

    • URL

    • MIME Type

    • Contact E-mail

    • Private

    • Advice

    Action
    Write
    • NotesRequired

    • Memo Date

    • Keywords

    • Contact E-mailRequired

    Action
    Write
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mailchimp logo

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
Learn more

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  • Marketing Automation

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smartoffice logo
smartoffice logo

About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

Related categories

  • CRM (Customer Relationship Management)

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