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Set up your first integration
Quickly connect Mailchimp to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Mailchimp with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign" from Mailchimp.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Mailchimp and Redtail CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Audience
- Status
Try ItTriggerPolling- Audience
- LinkRequired
- Track all links clicks
Try ItTriggerPolling- StoreRequired
Try ItTriggerPolling- Store
Try ItTriggerPolling
- Audience
- Trigger each time a subscriber opens an email
Try ItTriggerPolling- New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerPolling - AudienceRequired
- Note_about_samples
Try ItTriggerInstant- AudienceRequired
Try ItTriggerInstant
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Connect Mailchimp and Redtail CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Mailchimp on the Zapier blog
Frequently Asked Questions about Mailchimp + Redtail CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mailchimp and Redtail CRM
How do I set up an integration between Mailchimp and Redtail CRM?
To set up an integration between Mailchimp and Redtail CRM, log into Zapier, create a new Zap, and select Redtail CRM as the trigger app. Choose the trigger event such as 'New Contact' or 'Updated Contact,' then connect your Redtail account. Next, select Mailchimp as the action app and choose an action like 'Add/Update Subscriber.' Authenticate your Mailchimp account, map the required fields from Redtail to Mailchimp, and turn on your Zap.
What kind of data can be synced between Redtail CRM and Mailchimp?
You can sync contact information like names, emails, addresses between Redtail CRM and Mailchimp. Trigger events in Redtail such as adding a new contact or updating existing contact details will automate updates in your Mailchimp subscriber list.
Can I automate adding contacts from Redtail CRM to specific audiences in Mailchimp?
Yes, you can automate this process by setting up a Zap where you specify which audience in Mailchimp should receive contacts based on triggers like 'New Contact' from Redtail CRM. This allows for seamless automation without manual effort.
Does the integration support triggering email campaigns through changes in Redtail CRM?
While direct triggering of email campaigns isn't supported through changes in Redtail CRM alone, you can create a workflow where updates or additions to contacts act as triggers for actions like tagging or segmenting within Mailchimp. These actions can then lead to email campaigns if configured within Mailchimp itself.
How frequently does data sync occur between these platforms once integrated?
Data syncing is triggered by real-time events — whenever there is a new contact added or updated in Redtail CRM, the connected actions in Mailchimp will follow almost instantaneously if the Zap is active.
Is it possible to segment my audience based on data pulled from Redtail CRM into Mailchimp?
Certainly! By using different triggers like 'Contact Updated' for tagged categories within your CRM system, you can segment your audience accordingly within your specified lists in Mailchimp.
What happens if there’s an error during data syncing between these two platforms? How are we alerted?
In case of any errors during data syncing between these platforms via our system, we notify users through email alerts and within their dashboard under task history errors. Users can check those notifications for solutions or re-run failed tasks after troubleshooting the issue causing the error.
