Introduction

LoftyWorks does not have a direct integration with MailChimp, but you can connect via Zapier.

Connect LoftyWorks to Zapier

More information about setting up LoftyWorks on Zapier can be found in this article: Zapier Integration

Typical Setup for MailChimp

There are normally a minimum of two steps to create a Zap on Zapier: (1) Setting a Trigger + (2) Setting an Action. When connecting to other apps, you will use LoftyWorks as a trigger or as an action, and the other app will be the other. 

Typically, you will choose LoftyWorks as the Trigger app when working with MailChimp. This means that when new contacts come into your LoftyWorks CRM, this Zap will be triggered to do the action you have set as the other part of the Zap. Or, another typical scenario is you add a contact to a specific segment in LoftyWorks, and the addition of that contact puts them on a mail list at MailChimp.

To learn about LoftyWorks Triggers and Actions in Zapier, you can reference the Zapier Integration article or take a look at the actual Zapier settings when working on a connection. Zapier is great at walking you through each step of the connection process.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.