> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Mailchimp Integration

> Email marketing & automation

![Mailchimp](https://mintcdn.com/orbitai-d647f397/xAyOn7AVz_trk1Dg/_images/integrations/mailchimp.png?fit=max\&auto=format\&n=xAyOn7AVz_trk1Dg\&q=85\&s=edcfe82e2095a7f0856c98116d9ac4e9)

[Visit Mailchimp](https://mailchimp.com)

Connect your OrbitForms forms to Mailchimp and automatically add subscribers to your audiences, apply tags, and trigger customer journey automations. You can set this up in two ways: via the **Integration Page** for quick form-to-Mailchimp connections, or via **Workflows** for advanced filtering and enrichment.

## Key Features

> [card] Automatic Subscriber Sync
>
> Add or update subscribers instantly on form submit

> [card] Audience Selection
>
> Choose which Mailchimp audience to add subscribers to

> [card] Tag Automation
>
> Apply tags that trigger your customer journeys

> [card] Workflow Integration
>
> Use with AI qualification and enrichment

## Prerequisites

> [!NOTE]
>
> Before setting up the Mailchimp integration, make sure you have:
>
> * A Mailchimp account (Free or any paid plan)
> * At least one audience (list) created in Mailchimp
> * At least one OrbitForms form ready to connect

## Choose Your Setup Method

You can connect Mailchimp to your forms in two ways. Choose based on your needs:

> [card] Integration Page
>
> Connect Mailchimp directly to a form via OAuth. All form submissions are synced to your audience automatically.
>
> **Best for:**
>
> * Quick setup via OAuth (no API key needed)
> * Simple 1:1 form-to-audience mapping
> * All submissions go to Mailchimp

> [card] Workflows
>
> Add Mailchimp as a destination in your workflows. Filter, qualify, or enrich leads before subscribing them.
>
> **Best for:**
>
> * Filtering leads before subscribing
> * AI qualification or lead scoring first
> * Enriching data before syncing

### Integration Page vs. Workflows: Which Should You Use?

**Integration Page** — Use the Integration page when you want to send **all form submissions** directly to Mailchimp without any filtering.

* Newsletter sign-up forms
* Lead magnets and content downloads
* Event registrations

**Workflows** — Use Workflows when you need **filtering, enrichment, or AI qualification** before subscribing leads.

* Filter by lead score or qualification
* Enrich leads before subscribing (Clay, etc.)
* Use AI SDR qualification first

## Integration Page Setup

Connect Mailchimp to your form using OAuth. This method uses the form's Integrate tab for a quick, secure connection.

### Step 1: Open the Integration Tab

**1. Go to your form in OrbitForms**

From your dashboard, click on the form you want to connect to Mailchimp.

**2. Click the "Integrate" tab**

In the form editor, find and click the "Integrate" tab at the top.

**3. Find Mailchimp**

Scroll down to find "Mailchimp" under the Email Marketing section.

### Step 2: Connect Your Mailchimp Account

**1. Click "Connect to Mailchimp"**

Click the button to start the OAuth connection process.

**2. Sign in to Mailchimp**

A popup will open asking you to sign in to your Mailchimp account. Enter your credentials.

**3. Authorize OrbitForms**

Grant OrbitForms permission to manage your audiences. We only request the minimum required permissions.

**4. Wait for connection**

The popup will close and you'll see a success message. Your Mailchimp account is now connected.

### Step 3: Configure Your Settings

**1. Select your audience**

Choose which Mailchimp audience (list) should receive new subscribers from this form.

**2. Configure double opt-in (optional)**

Enable if you want subscribers to confirm via email first. Required in some countries for GDPR compliance.

**3. Select or create tags**

Choose tags to apply to new subscribers. Tags can trigger your customer journey automations in Mailchimp.

**4. Map your form fields**

Map your form fields to Mailchimp merge fields (EMAIL, FNAME, LNAME, PHONE, etc.).

**5. Enable the integration**

Toggle the integration on and click Save. The form will now sync to Mailchimp on submission.

## Field Mapping

Map your form fields to Mailchimp merge fields. The EMAIL field is required; other fields are optional but recommended for personalization.

| Merge Field | Description | Example |
| - | - | - |
| EMAIL | Required - the subscriber's email address | [john@example.com](mailto:john@example.com) |
| FNAME | First name | John |
| LNAME | Last name | Doe |
| PHONE | Phone number | +1 555-123-4567 |
| ADDRESS | Mailing address (grouped fields) | 123 Main St, City, ST 12345 |
| BIRTHDAY | Birthday (MM/DD format) | 03/15 |
| COMPANY | Company name | Acme Inc |

> [!NOTE]
>
> **Custom merge fields:** If you've created custom merge fields in Mailchimp (like COMPANY or WEBSITE), they'll appear in the field mapping dropdown automatically.

## Double Opt-in

> [!NOTE]
>
> **When double opt-in is enabled:**
>
> * New subscribers receive a confirmation email from Mailchimp
> * They must click the confirmation link to be fully subscribed
> * Required by law in some countries (GDPR compliance)
> * Results in higher quality, more engaged subscribers

## Triggering Customer Journeys

Tags are the key to triggering Mailchimp customer journeys. Here's how to set it up:

**1. Create a customer journey in Mailchimp**

Go to Mailchimp → Automations → Customer Journeys and create a new journey. Set the starting point to "Tag is added".

**2. Choose the trigger tag**

Select which tag should trigger this journey (e.g., "New Lead" or "Downloaded Ebook").

**3. Build your journey**

Add email steps, delays, and conditions to create your automated sequence.

**4. Use the same tag in OrbitForms**

In your Mailchimp integration settings in OrbitForms, select the same tag. When a form is submitted, the tag is applied and your journey begins.

## Using Mailchimp with Workflows

For advanced use cases, add Mailchimp as a destination in your workflows. This gives you more control over which submissions get subscribed.

### Use workflows when you need to:

* Only subscribe qualified leads (after AI agent qualification)
* Enrich subscriber data before syncing (from Clay, Clearbit, etc.)
* Apply different tags based on form responses or lead scores
* Sync to both Mailchimp and your CRM in a single flow
* Use AI SDR to classify leads before subscribing

### Adding Mailchimp to a Workflow

**1. Create or open a workflow**

Go to Workflows in your dashboard and create a new workflow or open an existing one.

**2. Add a trigger**

Set up a Form Submission trigger for the form(s) you want to connect.

**3. Add any intermediate steps (optional)**

Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.

**4. Add Mailchimp destination**

Click the + button and select Mailchimp from the destinations list.

**5. Configure the Mailchimp node**

Select your audience, configure double opt-in, select tags, and map your fields.

**6. Save and activate**

Save your workflow and toggle it to Active. Submissions will now flow through your workflow.

### Example: Qualified Leads Only

A common workflow that only subscribes qualified leads to Mailchimp:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Qualified = Yes)** → **Mailchimp**

## Verifying Your Setup

After setting up the integration, verify that subscribers are being added correctly:

**1. Submit a test form**

Fill out and submit your form with a test email address.

**2. Check your Mailchimp audience**

In Mailchimp, go to Audience → All contacts. Look for your test submission.

**3. Verify subscriber data**

Click on the subscriber to verify their merge fields and tags are correctly populated.

**4. Check double opt-in (if enabled)**

If you enabled double opt-in, check your test email for the confirmation message.

## Troubleshooting

> [!WARNING]
>
> **Subscriber not appearing in audience?** — If double opt-in is enabled, subscribers must confirm via email first. They'll appear as "Pending" until confirmed. Also verify that the EMAIL field is correctly mapped to your form's email field.

> [!WARNING]
>
> **OAuth connection expired?** — If the integration stops working, try disconnecting and reconnecting your Mailchimp account from the form's Integrate tab. Click "Disconnect" and then "Connect to Mailchimp" again.

> [!WARNING]
>
> **Tags not being applied?** — Ensure the tag names are selected correctly in the integration settings. Tags are case-sensitive. If the tag doesn't exist in Mailchimp, it will be created automatically when the first subscriber is added.

> [!WARNING]
>
> **"Invalid merge fields" error?** — Some Mailchimp fields have specific format requirements. For example, BIRTHDAY must be in MM/DD format, and ADDRESS requires structured data. Make sure your form fields contain data in the expected format.

> [!WARNING]
>
> **Duplicate subscribers?** — Mailchimp uses email as the unique identifier. If someone submits the same email twice, their existing subscriber record will be updated rather than creating a duplicate. If you're seeing duplicates, check that both Integration Page and Workflows aren't configured for the same form.

## Resources

* [Getting Started with Mailchimp](https://mailchimp.com/help/getting-started-with-mailchimp/)
* [Creating Customer Journeys](https://mailchimp.com/help/create-a-customer-journey/)
* [Managing Tags](https://mailchimp.com/help/manage-tags/)
* [Understanding Double Opt-in](https://mailchimp.com/help/about-double-opt-in/)


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