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Mailchimp Visit Mailchimp Connect your Orbit AI 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.

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Key Features

Automatic Subscriber Sync

Add or update subscribers instantly on form submit

Audience Selection

Choose which Mailchimp audience to add subscribers to

Tag Automation

Apply tags that trigger your customer journeys

Workflow Integration

Use with AI qualification and enrichment

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Prerequisites

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 Orbit AI form ready to connect

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Choose Your Setup Method

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

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

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

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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

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Integration Page Setup

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

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Step 1: Open the Integration Tab

1

Go to your form in Orbit AI

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.

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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 Orbit AI

Grant Orbit AI 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.

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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.

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Field Mapping

Map your form fields to Mailchimp merge fields. The EMAIL field is required; other fields are optional but recommended for personalization.
Merge FieldDescriptionExample
EMAILRequired - the subscriber’s email address[email protected]
FNAMEFirst nameJohn
LNAMELast nameDoe
PHONEPhone number+1 555-123-4567
ADDRESSMailing address (grouped fields)123 Main St, City, ST 12345
BIRTHDAYBirthday (MM/DD format)03/15
COMPANYCompany nameAcme Inc
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.

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Double Opt-in

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

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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 Orbit AI

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

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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.

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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

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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.

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Example: Qualified Leads Only

A common workflow that only subscribes qualified leads to Mailchimp: Form Submission → AI Agent (Qualify) → Filter (Qualified = Yes) → Mailchimp

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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.

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Troubleshooting

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.
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.
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.
“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.
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.

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