PerfexCRM + Mailchimp Integration

Integrate Mailchimp to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture new subscribers, create leads in PerfexCRM, update contact profiles, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
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2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Mailchimp
    Create list (In Review) in Mailchimp
  • Mailchimp
    Create or update subscriber in Mailchimp
  • Mailchimp
    Add tag to subscriber in Mailchimp
  • Mailchimp
    Update Subscriber in Mailchimp
  • Mailchimp
    Add note to subscriber in Mailchimp
  • Mailchimp
    Search subscriber by email in Mailchimp
  • Mailchimp
    Search subscriber by email in a list in Mailchimp
  • Mailchimp
    Unsubscribe email in Mailchimp
  • Mailchimp
    Remove subscriber in Mailchimp
  • Mailchimp
    Archive list member in Mailchimp
  • Mailchimp
    Send campaign in Mailchimp
  • Mailchimp
    Search campaign in Mailchimp
  • Mailchimp
    Update campaign in Mailchimp
  • Mailchimp
    Add or remove member tags in Mailchimp
  • Mailchimp
    Create custom event in Mailchimp
  • Mailchimp
    Create file in Mailchimp
  • Mailchimp
    Search customer in Mailchimp
  • Mailchimp
    Create campaign in Mailchimp
  • Mailchimp
    Search content of campaign in Mailchimp
  • Mailchimp
    Get campaign by id in Mailchimp
  • Mailchimp
    Get open campaign details for subscriber in Mailchimp
  • Mailchimp
    Create folder in Mailchimp
  • Mailchimp
    Add existing member to static segment in Mailchimp
  • Mailchimp
    Remove member from static segment in Mailchimp

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Ready Workflows Ready Workflows for Mailchimp + PerfexCRM Integration

Capture subscribers, create leads, update contact details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Mailchimp + PerfexCRM Integration

Create PerfexCRM contact for new Mailchimp contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Mailchimp contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Mailchimp + PerfexCRM flow

Extend your automation pipeline by connecting marketing data to spreadsheets, billing systems, and messaging tools. Pick a combination and activate it in one click.

PerfexCRM
Mailchimp
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
+
TrelloTrello (4)
M
P
G
Add new Mailchimp subscribers to your PerfexCRM leads and log them in Google Sheets
Every new Mailchimp subscriber appears in PerfexCRM as a lead and lands in Google Sheets instantly, keeping your records updated without manual copying.
M
P
G
Log unsubscribed Mailchimp members in Google Sheets and update PerfexCRM customers
Unsubscribed Mailchimp contacts update your PerfexCRM customer records and log changes in Google Sheets automatically.
G
M
P
When a Google Sheets row is created, add or update the subscriber in Mailchimp and create a PerfexCRM lead
Spreadsheet entries automatically create or update Mailchimp subscribers and generate new PerfexCRM leads.
M
G
P
Track Mailchimp campaign email activity in Google Sheets and create PerfexCRM tasks
Campaign email activity in Mailchimp logs data to Google Sheets and creates follow-up tasks in PerfexCRM.

Supported triggers and actions for PerfexCRM and Mailchimp

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
Subscriber's email address is cleaned from the list in Mailchimp
Triggers the automation when a subscriber's email address is cleaned from the list
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static segment
Try it →

What can you automate with Mailchimp + PerfexCRM?

Sync your email marketing subscribers directly into your CRM to streamline lead management and client onboarding.

What you can automate?
🔄
Sync Mailchimp subscribers directly to PerfexCRM leads
Automatically convert every new email subscriber into a qualified CRM lead the moment they join your list. Eliminate manual data transfer and engage prospects faster.
📋
Capture every submitted subscriber field
Map all available Mailchimp subscriber details and custom fields directly into PerfexCRM contact profiles. Keep complete records without missing critical customer data.
🔔
Notify your sales team instantly upon signup
Alert the right staff member immediately when high-value subscribers join your Mailchimp audience. Ensure timely follow-up for every new business opportunity.
🔀
Route records based on subscriber tags
Apply conditional logic to send specific Mailchimp segments to designated PerfexCRM pipelines or customer groups. Tailor your workflow to fit your exact business logic.
✏️
Keep CRM customer profiles continuously updated
Synchronize subscriber profile changes and email updates from Mailchimp directly into existing PerfexCRM customer records. Maintain accurate data across both platforms.
🔍
Add or update records without creating duplicates
Search for existing contacts before creating new entries in PerfexCRM. Prevent duplicate records and keep your CRM database clean and organized.
⚙️
Handle unsubscriptions and cleaned email statuses
Automatically update customer statuses in PerfexCRM when contacts unsubscribe or clean their email addresses in Mailchimp. Keep compliance aligned effortlessly.
💬
Extend your workflow with Slack notifications
Trigger team notifications in Slack whenever Mailchimp automations create new customer records in PerfexCRM. Keep cross-functional teams in the loop.
And much more...

Who is Mailchimp + PerfexCRM integration for?

Sales teams and marketers using Mailchimp and PerfexCRM can eliminate manual data entry, ensuring every subscriber and lead moves instantly between platforms without delays.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
High-volume agencies
High-volume agencies
Operations leads
Operations leads
Customer success teams
Customer success teams
📈
Performance marketers
You're capturing subscriber lists in Mailchimp but manually moving contacts into PerfexCRM, so your pipeline records are always hours behind — with this integration, every new subscriber creates a lead instantly and your CRM stays current.
Sales representatives
You need to reach out to new leads right away, but you find out about Mailchimp campaign signups too late — automating both apps means every campaign lead becomes a PerfexCRM task the moment they subscribe.
🤝
Account managers
You answer to clients who want to see contact growth, but your client records are scattered across platforms — this integration means every subscriber list update populates PerfexCRM customers immediately.
📈
High-volume agencies
The volume of Mailchimp subscriber signups is too high for anyone to keep up by hand, leading to missed opportunities — automating both apps means every form activity flows seamlessly into PerfexCRM records.
💼
Operations leads
You own the CRM follow-up process and depend on marketers to hand over subscriber details, causing bottlenecks — connecting these apps means every Mailchimp profile update instantly triggers PerfexCRM customer updates.
🗂️
Customer success teams
You need a reliable communication history and keep finding gaps between email campaigns and CRM records — automating both apps means every campaign interaction logs cleanly in PerfexCRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate PerfexCRM + Mailchimp

Build and manage your PerfexCRM + Mailchimp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + Mailchimp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mailchimp to PerfexCRM?
Frequently Asked Questions
You can connect Mailchimp to PerfexCRM in one click using ready templates on Integrately, or use Integrately AI to set up your workflow alongside Google Sheets, Slack, and Gmail.
Can I automatically create PerfexCRM leads from new Mailchimp subscribers?
Frequently Asked Questions
Can I connect Mailchimp, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mailchimp and PerfexCRM?
Frequently Asked Questions
How are Mailchimp list updates handled in PerfexCRM?
Frequently Asked Questions
Can PerfexCRM customer records be updated when subscribers unsubscribe in Mailchimp?
Frequently Asked Questions
Do I need coding skills to automate Mailchimp and PerfexCRM?
Frequently Asked Questions
Is the Mailchimp and PerfexCRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Mailchimp or PerfexCRM With 1500+ Other Apps

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PerfexCRM
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Sync PerfexCRM with accounting, invoicing, project management, and customer support platforms to keep operations connected.
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