Connect Mailchimp and Perfex CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Mailchimp with Perfex 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 Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Mailchimp and Perfex 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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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 Mailchimp and Perfex 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.
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
Frequently Asked Questions about Mailchimp + Perfex 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 Perfex CRM
How can I set up Mailchimp integration with Perfex CRM?
To integrate Mailchimp with Perfex CRM, you need to use a third-party service like Zapier. Start by creating an account on Zapier, if you haven't already. Then, set up a 'Zap' that connects Mailchimp and Perfex CRM by choosing a trigger from Mailchimp, like 'New Subscriber', and an action in Perfex CRM, such as 'Create Client'. Follow the prompts to authorize both applications and finalize the setup.
What are the common triggers available for integrating Mailchimp with Perfex CRM?
When integrating Mailchimp with Perfex CRM, common triggers include 'New Subscriber,' 'Updated Subscriber,' and 'Campaign Sent' from Mailchimp. These triggers can be set to initiate specific actions within your Perfex CRM account.
Can I automate tasks in Perfex CRM based on activities in Mailchimp?
Yes, you can automate tasks in Perfex CRM based on certain activities in Mailchimp. For instance, you might configure automations such that when a new subscriber is added in Mailchimp, a corresponding client record is automatically created in Perfex CRM.
What type of data can be synchronized between Mailchimp and Perfex CRM?
The synchronization typically involves data such as subscriber details including names and email addresses from Mailchimp to client records or contact lists in Perfex CRM. More advanced configurations may allow for campaign-related statistics as well.
Is it possible to update contacts in Perfex CRM through changes made in Mailchimp?
Absolutely! Changes made to subscriber information within Mailchimp can trigger updates to corresponding contact records within your Perfex CRM setup, ensuring data consistency across platforms.
Do I need technical skills to connect Mailchimp with Perfex CRM?
You do not need extensive technical skills to connect these two platforms thanks to services like Zapier which offer an intuitive interface for setting up integrations using drag-and-drop features without coding.
How often does data sync take place between Mailchimp and Perfex when integrated?
While setting up your integration via a service like Zapier, you can define how often the data should sync. Typically, it's near real-time but this depends on the specifics of your automation settings and plan limitations with third-party services.
