Add a contact to an audience in Mailchimp when a specific customer is created in Chargebee

■Overview

Do you manually add new customers created in Chargebee to Mailchimp every time?
This repetitive task takes time and can also lead to human errors, such as data entry mistakes.
With this workflow, you can automatically integrate Chargebee with Mailchimp and add specific customer information to a Mailchimp audience, eliminating manual effort and errors.

■Recommended for

• Those who manually add customer information managed in Chargebee to a Mailchimp list
• Those who want to streamline newsletter distribution to subscription customers and strengthen the integration
• Those who want to eliminate data entry errors between Chargebee and Mailchimp for accurate customer management

■Benefits of this template

• Customers created in Chargebee are automatically added to Mailchimp, reducing the time spent manually updating lists
• Eliminating manual data entry helps prevent human errors such as incorrect customer information and missed additions

■Flowbot steps

1. First, connect Chargebee and Mailchimp with Yoom
2. Next, select Chargebee as the trigger and set the action to “When a customer is created”
3. Then, configure the branching feature in the operation to split the process based on specific conditions
4. Finally, select Mailchimp as the operation, set the action to “Add a contact to an audience,” and transfer the customer information retrieved from Chargebee

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

■Customization options

• Set any conditions for the branching feature, such as transferring only customers subscribed to a specific plan. For example, you can configure the workflow to add only customers on a specific plan to Mailchimp based on the plan information retrieved from Chargebee
• For the action that adds a contact in Mailchimp, select the audience (list) you want to connect and map the customer’s name, email address, and other information retrieved from Chargebee to the corresponding fields

■Notes

• ‍‍Connect both Chargebee and Mailchimp with Yoom.
• See below for how to retrieve information from Chargebee.
  See the guide
• 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 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.