When a task is added to a specific Asana project, add a contact to an audience in Mailchimp
Launch this workflow to connect
Asana &
Mailchimp
!
■Overview
Tired of manually adding contacts to Mailchimp based on task information managed in Asana? Simple data entry can also lead to human errors, such as typos. With this workflow, you can seamlessly connect Asana and Mailchimp and automatically add contacts to a Mailchimp audience whenever a task is added to a specific project.
■Who should use this template
- Marketing teams that manually share information between Asana and Mailchimp
- Anyone looking to automate adding contacts to Mailchimp from Asana tasks
- Teams looking to improve efficiency by connecting task management with email marketing
■Benefits of using this template
- Save time on manual data entry by automatically reflecting new Asana tasks in Mailchimp
- Prevent human errors, such as incorrect names or email addresses, by eliminating manual data transfer
■How the flow works
- First, connect Asana and Mailchimp to Yoom
- Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
- Then, configure the AI feature “Extract text” as an operation to extract the required information, such as names and email addresses, from the Asana task details
- Finally, configure Mailchimp’s “Add contact to audience” action as an operation, map the extracted information, and add the contact to the audience
* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization options
- In the Asana trigger settings, select the project you want to include in the integration
- With AI-powered text extraction, you can specify any information you want to register in Mailchimp, such as names and email addresses, as extraction targets from the Asana task details
- For adding contacts to Mailchimp, you can select any audience. You can also enter fixed text in each field or map values retrieved from Asana or AI in the previous steps
■Notes
- Be sure to connect both Asana and Mailchimp to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
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