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When a new contact is created in Freshdesk, add a new member to Mailchimp list

When a new contact is created in Freshdesk, this workflow adds them to your Mailchimp audience, or updates them if they are already there, so the people your support team talks to can get your email updates.

Freshdesk Mailchimp

2 steps Setup ~5 min Used on 3.3k sites Free to import

The When a new contact is created in Freshdesk, add a new member to Mailchimp list workflow on the FlowMattic canvas, with 2 steps across Freshdesk, Mailchimp
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Your support desk meets customers your marketing list may never have seen. If you send product news or service notices from Mailchimp, those people should be on the audience too. Copying them across from Freshdesk is slow, and new contacts slip through. This workflow handles it for each new contact.

The Freshdesk trigger, New Contact, fires when a contact is created and passes the contact's details to FlowMattic. The second step runs Mailchimp Add New Member, which adds the person to the audience you pick, or updates them if they already exist there.

Freshdesk contacts are created for many reasons, including someone opening a ticket. Make sure you have permission to send marketing email to them, or keep them in an audience you only use for service messages. A contact without an email address can't be added to Mailchimp, and Task History shows that error.

Service notices for customers

Each new Freshdesk contact is added to an audience used for outage and maintenance notices, so customers who reached out hear about planned work.

Customers added by your support agents

Agents create contacts in Freshdesk for customers who phone in. Those contacts reach Mailchimp without the marketing team asking for an export.

A separate audience for support contacts

Point the step at an audience kept just for support contacts, so you can send them help content without mixing them into your main newsletter.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    Freshdesk New Contact

    Runs whenever Freshdesk gets a new contact, whether an agent adds them or they arrive with a ticket. Connect your Freshdesk account, and the contact's details become available to map into Mailchimp.

  2. Step 2Action
    Mailchimp Add New Member

    Adds the Freshdesk contact to your chosen Mailchimp audience, or updates the member if that email is already there. Map the contact's email address and any other details you want in Mailchimp.

What you need

  • FlowMatticCore
  • Freshdesk 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 Freshdesk email field is not empty, so phone-only contacts don't reach Mailchimp.
  • Use a test contact with your own address after import and check the Mailchimp audience to see how the member is added.
  • If only some customers should join, filter on a Freshdesk value such as the company or a custom field you use to mark consent.

Questions about this workflow

What if the Freshdesk contact is already on my Mailchimp audience?

Add New Member updates an existing member instead of adding them twice, so the person stays a single entry in the audience.

Do existing Freshdesk contacts get added to Mailchimp?

No. Only contacts created after the workflow is turned on are sent to Mailchimp.

Will updating a Freshdesk contact change their Mailchimp details?

No. The trigger fires for new contacts only, so later edits in Freshdesk are not sent to Mailchimp.

Is it fine to email every Freshdesk contact from Mailchimp?

That depends on the permission you have from them. Many support contacts never asked for marketing email, so check before you send campaigns to this audience.

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.

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Customers who run it every day

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The main advantage of the plugin that it can turn your WordPress installation into a powerhouse, just imagine that you can replace all other integration with only this one.

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No additional usage fees over and above the annual fee ... AND Technical Support is great... they get back to you quite quickly and go above and beyond what is expected...