BrightManager + Mailchimp
Add new BrightManager clients to a tag as subscribers in Mailchimp
This workflow springs into action when a new client is created in BrightManager, seamlessly adding them as a subscriber to a specified tag in Mailchimp. It's a handy automation to ensure your marketing efforts are always up-to-date with your growing client list. It eliminates the need for manual data entry, helping your team save time and focus on more crucial tasks.
This workflow springs into action when a new client is created in BrightManager, seamlessly adding them as a subscriber to a specified tag in Mailchimp. It's a handy automation to ensure your marketing efforts are always up-to-date with your growing client list. It eliminates the need for manual data entry, helping your team save time and focus on more crucial tasks.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Add Subscriber to Tag
Triggers when a subscriber is added to a segment or tag within an audience.
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner
Client IDRequired
Service NameRequired
