LeadStation integration with Mailchimp
How to Add tags to Mailchimp subscribers for new opportunities sold in LeadStation
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add tags to Mailchimp subscribers for new opportunities sold in LeadStation" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LeadStation integrations
LeadStation actions
Nekton can use any feature that is available in LeadStation API.
Using our advanced AI, you can easily create custom automations for LeadStation.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
Create an opportunity
Search Customer
Search customers by the type, SSN/EIN, e-mail or phone
Save Customer
Update or create a new company or person
Customer Created
Triggers when a new customer is created.
Opportunity Lost
Triggers when an opportunity is lost.
Opportunity Created
Triggers when a new opportunity is created.
About LeadStation
Selling has never been easier with CRM LeadStation