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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Household Created" from AdvisorEngine CRM.

Add your action

An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.

You’re connected!

Zapier seamlessly connects AdvisorEngine CRM and Mailchimp, 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.

Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Gender
- Date of Birth
- Company
- Job Title
- Important Info
- Address Type
- Address Label
- Address Dear
- Address Mailing Name
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Type
- Phone Label
- Phone Number
- Email Type
- Email Label
- Email Address
- Additional Email
- Social Media Type
- Social Media Link
Action
Write
- Audience
- Status
Trigger
Polling
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Polling
Try It
- Store
  Required
Trigger
Polling
Try It

- Store
Trigger
Polling
Try It
- Audience
  Required
- Segment or Tag
  Required
Trigger
Polling
Try It

- Audience
  Required
- Email Address
  Required
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag name
  Required
Action
Write
- Name
  Required
- Company
  Required
- Address1
  Required
- Address2
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
  Required
- Email Address
  Required
- Deletion_info
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Note
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Store
  Required
- Email Address
  Required
Action
Search
- Search
  Required
- Audience
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search or write

Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Email Primary Address
- Email Personal Address
- Email Work Address
- Primary phone
- Work phone
- Home phone
- Cellular phone
- Mailing Address State
- Mailing Address City
- Mailing Address Street Line 1
- Mailing Address Street Line 2
- Mailing Address Street Line 3
- Mailing Address Zip
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write
- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Audience
  Required
Trigger
Instant
Try It
- Audience
  Required
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Email Address
  Required
- Custom Event Name
  Required
- Properties
Action
Write
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- Audience
  Required
- Email Address
  Required
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
  Required
- Tag
  Required
- Email Address
  Required
Action
Write
- Name
  Required
Action
Search
- Audience
  Required
- Tag name
  Required
Action
Search
- Name
  Required
- Campaign Name
- Audience
  Required
- Segment or Tag
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Search
  Required
- Audience
- Audience
  Required
- Subscriber Email
  Required
- New Email
- Status
  Required
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AdvisorEngine CRM and Mailchimp 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Mailchimp on the Zapier blog

Make work flow with AI

Level up your AdvisorEngine CRM to Mailchimp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

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Related categories

CRM (Customer Relationship Management)

About Mailchimp

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Connect AdvisorEngine CRM and Mailchimp to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect AdvisorEngine CRM and Mailchimp to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Mailchimp on the Zapier blog

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How to integrate Mailchimp with WordPress

Make work flow with AI

Connect AdvisorEngine CRM to Mailchimp on the world's largest no-code automation platform