Add a contact to a Mailchimp audience when a new lead matching specific conditions is created in Close

■Overview

Manually transferring lead information acquired through sales activities from Close to Mailchimp, an email marketing tool, is time-consuming.
Manual data entry also increases the risk of human error, such as missed registrations and input mistakes.
With this workflow, you can connect Close and Mailchimp and automatically add contacts to a Mailchimp audience whenever a lead that meets specific conditions is created, helping you solve these challenges smoothly.

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■Who Should Use This Template

• Marketing professionals who use Close and Mailchimp together and manually sync lead information
• Those who want to seamlessly connect leads acquired by the sales team to marketing initiatives
• Those who want to reduce the time and errors associated with manual data entry and improve operational efficiency

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■Benefits of Using This Template

• Automatically add contacts to Mailchimp whenever a new lead is created in Close, reducing the time spent on manual tasks.
• Eliminate manual data transfers to prevent human errors such as input mistakes and missed registrations, improving the accuracy of data synchronization.

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■How the Flowbot Works

1. First, connect Close and Mailchimp to Yoom.
2. Next, select Close as the trigger and set the action to “When a new lead is created.”
3. Then, configure the branching feature as an operation so that the workflow proceeds only when specific conditions are met.
4. Next, configure the text extraction feature as an operation to extract the required text from the lead information.
5. Finally, configure Mailchimp’s “Add a contact to an audience” action as an operation to add the contact information to a specific audience.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customizable Points in This Workflow

• With the branching feature, you can set any conditions, such as a lead’s status or specific tags, to narrow down which leads are processed.
• For the action that adds contacts to Mailchimp, set the ID of the audience you want to connect.

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■Notes

• Connect both Close and Mailchimp to Yoom.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, the configured Flowbot operation will result in an error.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.