When a schedule is registered in Calendly, add the contact to the audience in Mailchimp.

■Overview‍

This is a flow to add contacts to an audience in Mailchimp when an appointment is registered in Calendly.

‍

■Recommended for‍

1. Those who create and manage appointments with Calendly

・Sales representatives or sales assistants who create meetings with clients

・Customer service department staff who plan and manage webinars

・Public relations personnel who coordinate schedules for corporate interviews

・Administrative staff who manage schedules using digital tools

‍

2. Those who use Mailchimp for marketing

・Corporate public relations personnel

・Personnel from companies entrusted with marketing tasks by other companies

・Marketing personnel who perform tasks using digital tools

‍

3. Those looking to reduce manual input and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative personnel who frequently perform manual input tasks

‍

■Benefits of using this template‍

・Automatically adding contacts from Calendly to Mailchimp reduces manual input and leads to operational efficiency.

・Automatically adding contacts to Mailchimp prevents registration omissions and ensures effective marketing.

・Information is registered in Mailchimp simultaneously with the appointment, allowing ample time for preparation before the appointment.

・Information sharing about lead information in Mailchimp becomes more active, strengthening team collaboration.

‍

■Notes

・Please integrate both Calendly and Mailchimp with Yoom.