Mailchimp

QuickBooks

Automate Customer Onboarding

Streamline new customer setups effortlessly. Connect your customer data with precision. Enhance your operational efficiency instantly.

When this happens...

New Customer

Trigger new event when a new customer is added to a selected store.

automatically do this!

Create Customer

Creates a customer.

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Explore Triggers and Actions

New Open

Trigger new event when a recipient opens an email in a specific campaign.

New Order

Trigger new event when an order is added to your store, or Mailchimp account.

New or Updated List Segment

Trigger new event when segment is either created or updated.

New Segment Tag Subscriber

Trigger new event when a subscriber is added to a segment or tags within an audience list.

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

About the apps

Learn more about

Mailchimp

and

QuickBooks

, and how they work together to automate your workflows.

About

Mailchimp

Mailchimp is a leading marketing automation and email marketing platform that helps businesses create, manage, and analyze their campaigns effectively.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

Mailchimp

+

QuickBooks

= Perfect Match

Integrating Mailchimp with QuickBooks enables businesses to automate the onboarding process for new customers. When a new customer is added in Mailchimp, the integration triggers the creation of a corresponding customer record in QuickBooks. This eliminates manual entry, reduces errors, and accelerates the overall customer onboarding workflow, allowing teams to focus more on engagement and less on administrative tasks.