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Create a lead in Close when someone joins the mailing list in Mailchimp

When someone joins the mailing list in Mailchimp, create a lead in Close.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
Someone joins the mailing list in Mailchimp, within 15 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

Someone joins the mailing list
A new subscriber on an audience (a signup form, an import), checked every 15 minutes.
Create a lead
A lead with one contact.
  1. Starts whenSomeone joins the mailing list
  2. App stepNamed after the subscriber

What each client fills in

Mailchimp: Audience ID
Audience → Settings → Audience name and defaults: the Audience ID.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Mailchimp: Profile → Extras → API keys → Create A Key. The server prefix is the part after the dash (us21).

  • Close

    In the client’s Close: Settings → Developer → API Keys → Create API Key.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Mailchimp, for “Someone joins the mailing list”
  2. Connect the client’s Close, for “Create a lead”
  3. Fill in Mailchimp: Audience ID (Audience → Settings → Audience name and defaults: the Audience ID)

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