Add new Kustomer customers to a Mailchimp audience for follow-up
Every customer newly created in Kustomer is added to your Mailchimp audience, or updated there if the address is already on it, so your support contacts can join your follow-up emails.
Kustomer
Mailchimp2 steps Setup ~5 min Used on 2.9k sites Free to import
What this workflow does
Your support team meets customers in Kustomer, while your marketing emails go out from Mailchimp. Unless someone exports and imports between the two, people who reach out for help never hear about the onboarding guides or product news you send. This workflow links the two so new Kustomer customers land in your audience.
The Kustomer trigger, Customer Created, fires when a new customer record is created. FlowMattic receives that customer's data, and the Mailchimp step runs Add New Member. That action adds the person to the audience you choose, or updates them if they are already a member, so the same address isn't added twice.
Mailchimp needs an email address to add someone. A Kustomer customer created from a phone call or chat may not have one, so check a test run and see what the customer data holds. There is no Filter in the template, so every new Kustomer customer is sent to Mailchimp. Make sure you have permission to email the people you add.
Onboarding series for new support contacts
A customer writes in for the first time and Kustomer creates their record. They join the Mailchimp audience that feeds your getting-started email series.
Product update announcements
Everyone your help desk has dealt with ends up on one Mailchimp audience, so release notes reach the people who asked about the features.
Satisfaction surveys after first contact
Add new Kustomer customers to an audience you use for a short feedback survey, sent from Mailchimp on your own schedule.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Kustomer Customer CreatedStarts the workflow whenever a new customer is created in your Kustomer account. The customer's details, such as name and email when present, become data to map.
- Mailchimp Add New Member
Adds the customer to your Mailchimp audience, or updates the member if that email already exists there. Map the Kustomer email and name fields, then connect your Mailchimp account.
What you need
- FlowMatticCore
- Kustomer AccountAccount
- Mailchimp AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Add a Filter after the trigger that continues only when the customer's email is not empty, so customers created from calls or chats without an address don't produce failed Mailchimp runs.
- Map a Mailchimp tag or merge field to mark these members as coming from Kustomer, if the step offers one in a test run, so you can tell them apart in your audience.
- Before you turn the workflow on, create a test customer in Kustomer and check Task History to confirm the email and name reach Mailchimp as expected.
Questions about this workflow
What happens if the Kustomer customer is already in my Mailchimp audience?
Mailchimp treats Add New Member as add-or-update, so a known address is refreshed rather than duplicated. The fields you mapped from Kustomer replace what that member had.
Do edits to a Kustomer customer update Mailchimp too?
No. The trigger is Customer Created, so it fires once when the record is made. Later changes in Kustomer aren't sent to Mailchimp.
What if the Kustomer customer has no email address?
Mailchimp can't add a member without one, so that run will show an error on the Mailchimp step in Task History. A Filter on the email field prevents those runs.
Are existing Kustomer customers copied into Mailchimp?
No. Only customers created after you activate the workflow trigger it. Export older records from Kustomer and import them into Mailchimp separately.
More Email Marketing workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
30-day money-back guarantee Unlimited workflows and runs Self-hosted