LoanOfficer.ai + Mailchimp

Create new LoanOfficer.ai contacts for new Mailchimp subscribers

Seamlessly streamline your outreach processes with this workflow. When a new subscriber signs up in Mailchimp, their details are immediately transferred to LoanOfficer.ai, creating a new contact. This automation eliminates the need for manual data entry, saving you time and ensuring your client list in LoanOfficer.ai is always up-to-date with your latest Mailchimp subscribers.

When this happens...
New Subscriber
Triggers when a new subscriber is added to an audience.
TriggerInstant
automatically do this!
Create Contact
Create new contact in the system
ActionWrite

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Start free with email

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Supported triggers and actions

- Audience
- Status
Trigger
Polling
Try It
- Audience
- LinkRequired
- Track all links clicks
Trigger
Polling
Try It
- StoreRequired
Trigger
Polling
Try It
- Store
Trigger
Polling
Try It
- AudienceRequired
- Segment or TagRequired
Trigger
Polling
Try It

- AudienceRequired
- Email AddressRequired
Action
Write
- CampaignRequired
Action
Write

- AudienceRequired
- Tag nameRequired
Action
Write
- NameRequired
- CompanyRequired
- Address 1Required
- Address 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission ReminderRequired
- Email Type OptionRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- LanguageRequired
- Notify On Subscribe
- Notify On Unsubscribe
- Double Optin
- Marketing Permissions
- Use Archive Bar
Action
Write
- AudienceRequired
- Email AddressRequired
- Deletion Info
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or write
- Borrower IDRequired
- CampaignsRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Date of Birth
- Social Security Number
- Employer Name
- Job Title
- Credit Score
- Credit Score Date
- Gross Annual Income
- Address
- State
- City
- Zip Code
- Coborrower First Name
- Coborrower Last Name
- Coborrower Email
- Coborrower Phone
- Coborrower Date of Birth
- Coborrower Social Security Number
- Coborrower Employer Name
- Coborrower Job Title
- Coborrower Credit Score
- Coborrower Credit Score Date
- Coborrower Gross Annual Income
- Coborrower Address
- Coborrower State
- Coborrower City
- Coborrower Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Type
- Mortgage Type
- Mortgage Address
- Mortgage City
- Mortgage State
- Mortgage Zip Code
- Mortgage Monthly Debts
- Mortgage Debt To Income
- Loan Offer Name
- Loan Notes
- Loan Amount
- Loan Balance Remaining
- Loan Balance Remaining Date
- Loan Interest Rate
- Loan Term
- Loan Start Date
- Loan Total Payment
- Loan Total Monthly Payment
- Loan Additional Monthly Payment
- Loan Estimated Closing Costs
- Loan Estimated Prepaid Items
- Loan Other Estimates
- Loan Homeowners Insurance
- Loan Taxes
- Loan Mortgage Insurance
- Loan Other
- Loan Down Payment
- Loan Purchase Price
- Loan Commission Value
- Loan Lender
- Loan Type
- Loan Pipeline
- Loan Stage Id
- Arive Loan ID
- Contact Notes
- Loan Stage Name (Arive)
- Campaigns
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Date of Birth
- Social Security Number
- Employer Name
- Job Title
- Credit Score
- Credit Score Date
- Gross Annual Income
- Address
- State
- City
- Zip Code
- Coborrower First Name
- Coborrower Last Name
- Coborrower Email
- Coborrower Phone
- Coborrower Date of Birth
- Coborrower Social Security Number
- Coborrower Employer Name
- Coborrower Job Title
- Coborrower Credit Score
- Coborrower Credit Score Date
- Coborrower Gross Annual Income
- Coborrower Address
- Coborrower State
- Coborrower City
- Coborrower Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Type
- Mortgage Type
- Mortgage Address
- Mortgage City
- Mortgage State
- Mortgage Zip Code
- Mortgage Monthly Debts
- Mortgage Debt To Income
- Loan Offer Name
- Loan Notes
- Loan Amount
- Loan Balance Remaining
- Loan Balance Remaining Date
- Loan Interest Rate
- Loan Term
- Loan Start Date
- Loan Total Payment
- Loan Total Monthly Payment
- Loan Additional Monthly Payment
- Loan Estimated Closing Costs
- Loan Estimated Prepaid Items
- Loan Other Estimates
- Loan Homeowners Insurance
- Loan Taxes
- Loan Mortgage Insurance
- Loan Other
- Loan Down Payment
- Loan Purchase Price
- Loan Commission Value
- Loan Lender
- Loan Type
- Loan Pipeline
- Loan Stage Id
- Arive Loan ID
- Loan ID
- Contact Notes
- Loan Stage Name (Arive)
- Campaigns
Action
Write
- IDRequired
Action
Search
- IDRequired
- Loan ID
Action
Search

- 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
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- AudienceRequired
Trigger
Instant
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
Try It
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- Email AddressRequired
- Delete Contact
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write
- Partner IDRequired
- CampaignsRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Company
- Partner Industry
- Date of Birth
- Website URL
- Address
- State
- City
- Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Campaigns
Action
Write
- Partner IDRequired
- First Name
- Last Name
- Email
- Phone
- Company
- Partner Industry
- Date of Birth
- Website URL
- Address
- State
- City
- Zip Code
- Do Not Distub
- Tags
- Owner
- Followers
- Source
- Status
- Campaigns
Action
Write
- EmailRequired
Action
Search
- PhoneRequired
Action
Search

About LoanOfficer.ai

Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mailchimp

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

Learn more

Related categories

Marketing Automation

LoanOfficer.ai + Mailchimp

Create new LoanOfficer.ai contacts for new Mailchimp subscribers

New Campaign

Link Clicked

New Customer

New Order

New Subscriber in Segment or Tag

Archive Subscriber

Campaign Report

Create Tag

Create Audience

Permanently Delete Member

Remove Subscriber from Tag

Add Note to Subscriber

API Request (Beta)

Find Customer

Find a Subscriber

Find or Create Tag

Add Borrower to Campaigns

Create Contact

Update Contact

Search Contact by Integration ID

Search Contact by ID

Email Opened

New Audience

New Subscriber

New Unsubscriber

New or Updated Subscriber

Create Campaign

Click Report

Create Custom Event

Add/Update Subscriber

Unsubscribe or Delete Contact

Send Campaign

Add Subscriber to Tag

Find a Campaign

Find Tag

Find or Create Campaign

Find or Create Subscriber

Add Partner to Campaigns

Create Partner

Update Partner

Search Contact by Email

Search Contact by Phone

About LoanOfficer.ai

Related categories

Similar apps

Zapier Interfaces

About Mailchimp

Related categories

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Campaign Monitor

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