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Connect Mailchimp to Flex through Zapier

Add new members and leads to Mailchimp audiences automatically, so onboarding and nurture emails go out without manual list updates.

Written by Yasen Marinov

Your marketing team sends onboarding and nurture emails from Mailchimp, while your operations team manages members and leads in Flex. Adding each one to the right Mailchimp audience by hand means new members miss their welcome series, or leads miss follow-up content while they're still deciding. Connecting the two through Zapier adds a member or lead to Mailchimp automatically the moment they show up in Flex, and removes them just as automatically when they cancel.

This works through Zapier's official Flex app. Each Zap has exactly one trigger and one resulting action, so a single Zap only ever moves data one way, from the trigger app to the action app. To move data the other way, you need a second, separate Zap.


Prerequisites

Before you connect Mailchimp and Flex, confirm the following:

  • An active Mailchimp account on a plan that supports your audience size and the features you need.

  • Manager access or higher in your Mailchimp account, to connect the integration.

  • Admin access in Flex, using your Flex admin credentials or a Client ID and Client Secret if your organization uses SSO.

Important: Flex triggers in Zapier check for changes on a polling cycle, typically every 15 minutes, not instantly. Custom properties of type date or multi-select aren't supported in Flex triggers or actions.


Example workflows

These three Zaps cover a member's Mailchimp presence from the moment they show interest to the moment they leave.

Add new Flex members to Mailchimp as subscribers

When someone becomes a member in Flex, this Zap adds them to a Mailchimp audience, so your onboarding email series starts without anyone on your team having to add them manually. This is the most commonly used Zap for this integration.

Trigger

Action

OfficeRnD triggers, actions, and search

New Member/Member Status Updated

Triggers when a new member is added or when a member's status is changed.


Filter by organization and location.

Mailchimp triggers, actions, and search

Add/Update Subscriber

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Add new Flex leads to a Mailchimp nurture audience

When your team logs a new opportunity in Flex, this Zap adds the prospect to Mailchimp, so they start receiving nurture content before they've signed anything.

Trigger

Action

OfficeRnD triggers, actions, and search

New Opportunity

Triggers when a new opportunity is added.


Filter by organization and status.

Mailchimp triggers, actions, and search

Add/Update Subscriber

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.


Use a separate audience or tag, so leads don't end up mixed in with current members.

Remove a member from Mailchimp when they cancel

When a member's status changes to canceled, this Zap unsubscribes them from Mailchimp, so former members stop receiving community emails and renewal offers meant for current ones.

Trigger

Action

OfficeRnD triggers, actions, and search

New Member/Member Status Updated

Triggers when a new member is added or when a member's status is changed.


Filter by status.

Mailchimp triggers, actions, and search

Unsubscribe or Delete Contact

Unsubscribe or delete a contact by email address within an audience.


FAQs

Does this integration keep Mailchimp updated if a member's details change later?

Not automatically. The New Member/Member Status Updated trigger only fires when a member's status changes, not when other details, like their email or phone number, are edited, so updating a member's email in Flex won't push through to Mailchimp on its own.

Why does the Zap take a few minutes to run?

Zaps are triggered from a Flex run with a delay because Zapier checks Flex for changes on a polling cycle rather than in real time. This cycle usually runs every 15 minutes, so allow for that delay before troubleshooting a Zap that appears not to have fired.

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