Starter
Create a lead in Close when a subscriber’s details change in Mailchimp
When a subscriber’s details change 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
- A subscriber’s details change 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.
- A subscriber’s details change
- A member of an audience changed (their details, tags, or unsubscribed), checked every 15 minutes.
- Create a lead
- A lead with one contact.
- Starts whenA subscriber’s details change
- App stepNamed after the subscriberClose
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).
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:
- Connect the client’s Mailchimp, for “A subscriber’s details change”
- Connect the client’s Close, for “Create a lead”
- Fill in Mailchimp: Audience ID (Audience → Settings → Audience name and defaults: the Audience ID)
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