Mailchimp + Simpro Integration

Integrate Mailchimp to Simpro in one click, or tell Integrately AI how you want each subscriber handled. Sync subscriber details, create customer records, schedule service jobs, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
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2.

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Ready Workflows Ready Workflows for Mailchimp + Simpro Integration

Capture subscribers, create customer records, generate quotes, track service jobs, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Mailchimp + Simpro Integration

Create simPRO individual customer 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 simPRO individual customer 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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Simpro + Mailchimp Integration

Create Mailchimp contact for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Mailchimp to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding contact will automatically be created in Mailchimp.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Mailchimp + Simpro flow

Keep your financial records updated, notify teams across messaging apps, and log customer documents automatically once your core integration finishes. Pick a combination and activate it in one click.

Mailchimp
Simpro
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XeroXero (6)
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QuickBooks OnlineQuickBooks Online (6)
+
StripeStripe (6)
+
GmailGmail (6)
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Google DriveGoogle Drive (6)
+
AsanaAsana (6)
S
M
X
When a new Simpro customer is created, add a subscriber in Mailchimp and create a contact in Xero
Simpro customers instantly appear in Mailchimp and Xero the moment they are created, eliminating manual data entry across your billing and marketing tools.
M
S
X
When a Mailchimp subscriber is created, create a company customer in Simpro and generate an invoice in Xero
New Mailchimp subscribers automatically establish a company customer in Simpro and create a corresponding invoice in Xero.
S
M
X
When a Simpro job is created, update the subscriber in Mailchimp and create an invoice in Xero
Simpro job creation triggers subscriber updates in Mailchimp and logs the billing details in Xero automatically.
S
M
X
If a Simpro quote is created, update the Mailchimp subscriber tag and create a Xero quote
Simpro quotes automatically apply specific Mailchimp subscriber tags and generate matching quotes in Xero.
S
M
X
Use Claude to analyse new Simpro job feedback, update the Mailchimp subscriber, and record notes in Xero
Claude reviews Simpro job notes, updates subscriber details in Mailchimp, and logs the record in Xero.
S
M
X
When a Simpro invoice is updated, update the Mailchimp subscriber status and record payment in Xero
Updated Simpro invoices trigger subscriber status changes in Mailchimp and record payments in Xero.

Supported triggers and actions for Mailchimp and Simpro

Mix and match to build the exact automation you need

Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
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
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static segment
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Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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What can you automate with Mailchimp + Simpro?

Streamline your marketing, job management, and customer data synchronization with powerful automated workflows.

What you can automate?
🔄
Sync new subscribers to Simpro customers automatically
Every new Mailchimp subscriber can instantly create a company customer in Simpro, eliminating manual data entry between your marketing and field service platforms.
📋
Capture every submitted custom field and detail
Map all available subscriber profile details and custom attributes from Mailchimp straight into Simpro customer records instead of just names and emails.
🔔
Alert your team the moment a job is created
Notify staff instantly whenever a new job or invoice is generated in Simpro, ensuring your team can act on operational updates without delay.
🔀
Route records based on submitted customer data
Trigger different actions depending on specific field values, such as assigning enterprise Simpro customers to dedicated tags and lists in Mailchimp.
📝
Keep customer profiles updated across both apps
Automatically update existing Mailchimp subscriber profiles whenever customer contact details or job statuses change in Simpro.
🔍
Search and update existing records safely
Prevent duplicate customer profiles by searching for existing subscriber emails in Mailchimp before creating new company records in Simpro.
💳
Handle later status changes and invoice updates
Trigger automated follow-ups and subscriber tag changes whenever Simpro invoices, recurring billing, or service quotes are updated.
🔌
Extend your workflow to accounting and storage tools
Connect your core Mailchimp and Simpro flow with supporting tools like Xero, QuickBooks Online, or Google Drive to automate your entire business stack.
And much more...

Who is Mailchimp + Simpro integration for?

Field service businesses, marketing managers, and operations teams struggling to keep customer records, email lists, and job management workflows synchronized across platforms.

Marketing directors
Marketing directors
Field service supervisors
Field service supervisors
Account managers
Account managers
Customer support leads
Customer support leads
Operations dispatchers
Operations dispatchers
Finance administrators
Finance administrators
📈
Marketing directors
You're running campaigns across multiple lists but your subscriber counts only update when someone manually exports customer records, so the metrics you're reporting are always a few hours behind — with this integration, every new Simpro customer lands in Mailchimp instantly and your data stays current.
Field service supervisors
You need to dispatch technicians the moment a quote is accepted, but you find out about approved jobs too late because customer details remain trapped in marketing software — automating both apps means every approved Simpro quote triggers operational jobs immediately and your team starts work without delay.
🤝
Account managers
You answer to clients who want to see job progress and billing history updated in real time, but manual data entry causes constant reporting delays — connecting these apps means every Simpro invoice and job update reflects in your customer records instantly and your client reviews run smoothly.
📞
Customer support leads
The volume of new subscriber inquiries and service requests is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented communication history — this integration means every inbound subscriber and service ticket flows seamlessly between platforms so nothing ever falls through the cracks.
📋
Operations dispatchers
You own the job scheduling step and depend on upstream marketing and sales teams to hand over complete customer details, but crucial information often gets left behind — automating both apps means every subscriber and customer record arrives fully populated so your scheduling workflow starts without friction.
🗂️
Finance administrators
You need a reliable audit history of every customer transaction and job record, but keep finding gaps between your email marketing lists and job management software — connecting these apps means every subscriber, invoice, and customer record stays perfectly synchronized across your entire business stack.
Our team

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Why choose Integrately to automate Mailchimp + Simpro

Build and manage your Mailchimp + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Mailchimp + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Mailchimp to Simpro?
Frequently Asked Questions
You can connect Mailchimp to Simpro in 1 click using ready workflows on Integrately. Choose a template or ask Integrately AI to build your integration. You can also connect Xero, QuickBooks Online, and Gmail.
Can I automatically sync new Mailchimp subscribers to Simpro customers?
Frequently Asked Questions
Can I connect Mailchimp, Simpro, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Mailchimp and Simpro?
Frequently Asked Questions
How are Mailchimp subscriber updates handled in Simpro?
Frequently Asked Questions
Can Simpro job updates modify Mailchimp subscriber records?
Frequently Asked Questions
Do I need coding skills to automate Mailchimp and Simpro?
Frequently Asked Questions
Is the Mailchimp and Simpro integration free?
Frequently Asked Questions
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