Documentation sections

Automations

The app provides powerful automations to streamline your workflows between Mailchimp and monday.com. All automations are designed for single-direction data flow. For bidirectional synchronization, create two separate automations with identical mappings but opposite directions.

Note: Campaign automations are limited to Mailchimp → monday.com direction only.

Setting Up Automations

  1. Navigate to your monday.com board and click "Automate" to open the automations panel
  2. Search for "Mailchimp" in the search bar
  3. Look for the "Apps" section containing our Mailchimp Hub app
  4. Click on the app to view available automation templates
  5. Select the automation that matches your workflow needs

Mailchimp Connection & Audience

We recommend starting by selecting the Mailchimp account and audience that will be used for your automation.

To connect a new account:

  1. In the automation recipe, locate the Account field and click on it
  2. Click Connect and follow the authentication process
  3. Important: A Mailchimp Manager role or higher is required to manage contacts and configure webhooks
  4. Wait for the redirection back to the monday.com automation screen to complete

Important Note: All connected accounts are shared across all app features. Removing a connection will affect all automations and syncs using that account, potentially causing them to fail.

Available Automation Types

Contact Sync Automations

  • monday.com → Mailchimp: Sync new or updated contacts from monday.com to Mailchimp
  • Mailchimp → monday.com: Import contacts from Mailchimp into your monday.com board

Campaign Automations

  • Campaign Performance Tracking: Import campaign statistics and performance data into monday.com boards
  • Campaign Status Updates: Monitor campaign status changes and update corresponding items

Tag Management

  • Tag Sync: Manually sync contact tags between platforms using automation triggers
  • Conditional Tagging: Apply tags based on specific conditions or item status changes

Best Practices

Automation Setup

  • Always test automations with sample data before full deployment
  • Use descriptive names for your automations to maintain organization
  • Document your mapping choices for future reference

Performance Optimization

  • Avoid creating duplicate automations for the same data flow
  • Use appropriate triggers to prevent unnecessary API calls
  • Monitor automation logs for errors or failed executions

Data Management

  • Ensure consistent data formats between platforms
  • Regularly review and update field mappings as your needs evolve
  • Keep backup exports of critical data before making major changes

Troubleshooting Common Issues

Automation Not Visible

If automations don't appear in your board's automation center:

  1. Navigate to Marketplace > Installed > Mailchimp Hub > View App > Use App
  2. Create your first automation to make the app visible in the automations panel

Authentication Failures

  • Verify you have Manager-level permissions in Mailchimp
  • Check that pop-ups are enabled in your browser
  • Ensure both accounts are properly connected before proceeding

Mapping Issues

  • Confirm data types are compatible between platforms
  • Check that all required fields (marked with *) are mapped
  • Verify dropdown values exist in the target platform before mapping