Add a contact to an audience in Mailchimp when a new contact matching specific conditions is created in Bitrix24

■Overview

Do you manually add contact information managed in Bitrix24 to your Mailchimp audience lists? This repetitive task takes time and can lead to data entry errors or missed additions. With this workflow, whenever a new contact that meets specific criteria is created in Bitrix24, the contact information is automatically added to Mailchimp. Eliminate manual work and human error while managing your customer lists more efficiently.

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■Who should use this template

• Anyone using Bitrix24 and Mailchimp who manually syncs customer lists
• Anyone who wants to use contact information collected in Bitrix24 to streamline marketing activities in Mailchimp
• Anyone who wants to spend more time on strategic work instead of manual data entry

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■Benefits of using this template

• Contact information is automatically synced to Mailchimp when a contact is added to Bitrix24, reducing the time previously spent on manual work.
• By eliminating manual data transfers, this workflow reduces the risk of human error, such as data entry mistakes and missed integrations, while maintaining data accuracy.

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■Workflow steps

1. First, connect Mailchimp and Bitrix24 to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new contact is created.”
3. Next, configure branching in the operation so that subsequent steps run only when specific conditions are met.
4. Next, configure the Bitrix24 “Get contact information” action in the operation to retrieve the detailed information of the contact obtained by the trigger.
5. Finally, configure Mailchimp’s “Add contact to audience” action in the operation to add the contact based on the retrieved information.

※“Trigger”: An action that starts the workflow. “Operation”: An action performed within the workflow after the trigger runs.

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■Customization options

• You can set branching conditions based on values included in Bitrix24 contact information, such as the contact source or owner. This lets you sync only contacts that meet specific criteria.
• You can automatically route contacts to the appropriate Mailchimp audience (list) by setting any audience ID for the audience where contacts should be added.

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■Notes

• Connect both Bitrix24 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.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow bot 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 restricted on the Free plan.