Clio + Mailchimp Integration

Connect Clio to Mailchimp - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Mailchimp automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Clio & Mailchimp using Integrately.
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Ready Workflows For Clio + Mailchimp Integration

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Mailchimp + Clio Integration

Create Clio 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 Clio 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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Clio + Mailchimp Integration
1.
  • Clio
    Contact is created in Clio

    Triggers the automation when a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation when a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation when a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation when a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation when a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation when a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation when a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation when the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation when a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation when a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation when a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation when a new document is created

  • Mailchimp
    Subscriber is created/updated in Mailchimp

    Triggers the automation when any subscriber is created or updated

  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp

    Triggers the automation when a subscriber is added to a segment or tag

  • Mailchimp
    Subscriber is added to list in Mailchimp

    Triggers the automation when a subscriber is added to a list

    Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp

    Triggers the automation when a subscriber unsubscribes from a particular mailing list

  • Mailchimp
    Subscriber's profile is updated in Mailchimp

    Triggers the automation when a subscriber's profile is updated

    Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp

    Triggers the automation when a member unsubscribes from a mailing list

    Instant
  • Mailchimp
    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

    Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp

    Triggers the automation when a subscriber's email address is changed

    Instant
  • Mailchimp
    Campaign is created in Mailchimp

    Triggers the automation when a new campaign is created

  • Mailchimp
    Campaign is sent in Mailchimp

    Triggers the automation when any campaign is sent

  • Mailchimp
    Campaign email activity is created in Mailchimp

    Triggers the automation when a new campaign email activity is created

  • Mailchimp
    Campaign is sent or cancelled in Mailchimp

    Triggers the automation when a campaign is sent or cancelled in your marketing platform

    Instant
  • Mailchimp
    Email is opened in Mailchimp

    Triggers the automation when an email is opened

  • Mailchimp
    Link is clicked in Mailchimp

    Triggers the automation when a link in the email is clicked

  • Mailchimp
    Customer is created in Mailchimp

    Triggers the automation when a new customer is created

  • Mailchimp
    Order is created in Mailchimp

    Triggers the automation when a new order is created

  • Mailchimp
    Audience/List is created in Mailchimp

    Triggers the automation when a new audience or list is created

  • Mailchimp
    Folder is created in Mailchimp

    Triggers the automation when a new folder is created

  • Mailchimp
    List segments is created in Mailchimp

    Triggers the automation when a new segment is created

  • Mailchimp
    File is created in Mailchimp

    Triggers the automation when a particular action in the workflow fails

  • Mailchimp
    Members is added/updated in segment in Mailchimp

    Triggers the automation when a member is added or updated in a particular segment

2.
  • Clio
    Create person contact in Clio

    Adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Updates contact information for a person

  • Clio
    Search person contact in Clio

    Searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Locates and retrieves contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Record and track time spent on a activity

  • Clio
    Update matter in Clio

    Updates matter details with the latest information

  • Clio
    Create matter in Clio

    Generates new matter

  • Clio
    Create matter note in Clio

    Generates a note for new matters

  • Clio
    Create matter folder in Clio

    Generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Adds a new event to the calendar

  • Clio
    Search matter in Clio

    Searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Updates contact information for company records

  • Clio
    Search company contact in Clio

    Retrieves contact information for a company

  • Clio
    Search user in Clio

    Searches for a user

  • Clio
    Search bill in Clio

    Searches for a bill

  • Mailchimp
    Create or update subscriber in Mailchimp

    Generates a new invoice

  • Mailchimp
    Add tag to subscriber in Mailchimp

    Assigns a tag to a subscriber based on predefined criteria

  • Mailchimp
    Update Subscriber in Mailchimp

    Updates subscriber information

  • Mailchimp
    Add note to subscriber in Mailchimp

    Adds a note to a subscriber

  • Mailchimp
    Search subscriber by email in Mailchimp

    Retrieves subscriber information using their email address

  • Mailchimp
    Search subscriber by email in a list in Mailchimp

    Searches for a subscriber by email within a designated list

  • Mailchimp
    Unsubscribe email in Mailchimp

    Removes email address from mailing list

  • Mailchimp
    Remove subscriber in Mailchimp

    Unsubscribe a user from mailing lists

  • Mailchimp
    Archive list member in Mailchimp

    Removes list members from active list and store them in an archived list

  • Mailchimp
    Send campaign in Mailchimp

    Sends out a pre-designed campaign to targeted recipients

  • Mailchimp
    Search campaign in Mailchimp

    Searches for a campaign

  • Mailchimp
    Update campaign in Mailchimp

    Refresh and adjust the content and settings of a marketing campaign

  • Mailchimp
    Add or remove member tags in Mailchimp

    Manage member tags based on criteria

  • Mailchimp
    Create custom event in Mailchimp

    Creates a new marketing campaign

  • Mailchimp
    Create file in Mailchimp

    Generates a new file

  • Mailchimp
    Search customer in Mailchimp

    Locates and retrieves customer information

  • Mailchimp
    Create campaign in Mailchimp

    Generates and launch a new marketing campaign

  • Mailchimp
    Search content of campaign in Mailchimp

    Searches for the content of a campaign

  • Mailchimp
    Get campaign by id in Mailchimp

    Retrieves a campaign using its id

  • Mailchimp
    Get open campaign details for subscriber in Mailchimp

    Retrieves and display detailed information about campaign interactions for a subscriber

  • Mailchimp
    Create folder in Mailchimp

    Creates a new folder in the designated location

  • Mailchimp
    Add existing member to static segment in Mailchimp

    Adds a member who already exists to a predefined static segment within the audience

  • Mailchimp
    Remove member from static segment in Mailchimp

    Removes a member from a predefined static segment

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Want to automate something else in your workflow?

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Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

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MailChimp is an email marketing service that helps businesses grow by providing a powerful, easy-to-use platform for creating, sending and analyzing great email marketing campaigns.

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