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Mailchimp
This integration requires a Pro plan.
The Mailchimp integration automatically adds form respondents to your Mailchimp audience. Apply tags to trigger customer journeys and email automations. Perfect for newsletter signups, lead nurturing, and marketing campaigns.

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Key Features

Subscriber Sync

Create or update subscribers automatically from form data

Tag Automation

Apply tags that trigger customer journeys

Double Opt-in

Optional email confirmation for GDPR compliance

Workflow Integration

Use with AI qualification and enrichment

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Setting Up the Integration

1

Connect your Mailchimp account

Go to Integrations in your dashboard and click “Connect” on Mailchimp. Authorize Orbit AI to access your Mailchimp account via OAuth.
2

Select your audience

Choose which Mailchimp audience (list) subscribers should be added to.
3

Configure double opt-in

Optionally enable double opt-in to require email confirmation before subscribing (recommended for GDPR compliance).
4

Add tags

Select or create tags to apply to new subscribers. Tags can trigger customer journeys in Mailchimp.
5

Map fields

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

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Triggering Customer Journeys with Tags

How it WorksMailchimp Customer Journeys can start when a tag is added to a subscriber. Here’s how to set it up:
  1. In Mailchimp, create a Customer Journey
  2. Add a starting point: “Tag added”
  3. Select the tag name that should trigger the journey
  4. Build your email sequence and automation steps
  5. In Orbit AI, select that same tag to apply on form submissions
  6. When a form is submitted, the tag is applied and your journey begins!

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Using with Workflows

Mailchimp can be used as a destination in Orbit AI workflows, allowing you to:
  • Only subscribe leads after AI qualification (filter out low-quality leads)
  • Apply different tags based on lead score or form responses
  • Add enriched contact data from Clay before subscribing
  • Route leads to different automations based on their answers

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Merge Field Mapping

Map your form fields to Mailchimp merge fields. Standard merge fields include:
Merge TagDescription
EMAILSubscriber email address (required)
FNAMEFirst name
LNAMELast name
PHONEPhone number
ADDRESSMailing address
BIRTHDAYBirthday (for personalized campaigns)
CustomAny custom merge fields you’ve created in your audience

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Double Opt-in

Enabled (Pending)

Subscribers receive a confirmation email and must click to confirm. Status is “pending” until confirmed. Recommended for GDPR compliance.

Disabled (Subscribed)

Subscribers are immediately added as “subscribed” and can receive emails right away. Use when you have consent from another source.

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Important Notes

  • Email is required: Every form submission must include an email address for subscribers to sync.
  • Existing subscribers: If a subscriber with the same email already exists, their merge field data will be updated.
  • Tags are created automatically: If you type a new tag name that doesn’t exist in Mailchimp, it will be created when first applied.
  • One audience per integration: Each form syncs to one audience. For multiple audiences, create separate integrations.
Ready to grow your list? Connect Mailchimp to your Orbit AI account and start building your email list.

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Mailchimp Docs

View Mailchimp documentation