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Connect QuickBooks to Mailchimp

Automate workflows and sync data between QuickBooks and Mailchimp with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect QuickBooks & Mailchimp?

Revenue & Sales Tracking

Automatically sync sales data from QuickBooks to Mailchimp for comprehensive revenue analytics and conversion tracking.

Customer Behavior Analysis

Track complete customer journeys by connecting QuickBooks purchase data with Mailchimp behavior insights and marketing attribution.

Inventory & Campaign Optimization

Sync inventory levels and sales performance from QuickBooks to optimize marketing campaigns and ad spend in Mailchimp.

Available Triggers & Actions

QuickBooks logo

QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling
New Customer Updated

Emit new event when a customer is updated.

polling
New Employee Created

Emit new event when a new employee is created.

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New Employee Updated

Emit new event when an employee is updated.

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New Invoice Created

Emit new event when a new invoice is created.

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New Invoice Updated

Emit new event when an invoice is updated.

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New Item Created

Emit new event when a new item is created.

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New Item Updated

Emit new event when an item is updated.

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New Purchase Created

Emit new event when a new purchase is created.

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New Purchase Updated

Emit new event when a purchase is updated.

polling

Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

Mailchimp logo

Mailchimp

Triggers (12)

Link Clicked

Emit new event when a recipient clicks a pre-specified link in an specific campaign.

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New Audience

Emit new event when an audience is added to the connected Mailchimp account.

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New Campaign

Emit new event when a new campaign is created or sent

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New Customer

Emit new event when a new customer is added to a selected store.

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New File

Emit new event when a new file is added to the File Manager of the connected Mailchimp account.

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New List Event (Instant)

Emit new event when the following occurs on an audience list: a campaign is sent or cancelled, a subscriber is added, unsubscribed, has a profile update, or has the associated email address changed, or cleaned.

webhook
New Open

Emit new event when a recipient opens an email in a specific campaign.

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New or Updated List Segment

Emit new event when segment is either created or updated.

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New or Updated Subscriber (Instant)

Emit new event when a subscriber is added or updated (on profile, or email address change) in an audience list.

webhook
New Order

Emit new event when an order is added to your store, or Mailchimp account.

polling
New Segment Tag Subscriber

Emit new event when a subscriber is added to a segment or tags within an audience list.

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New Subscriber (Instant)

Emit new event when a subscriber is added to an audience list.

webhook

Actions (24)

Add Member To Segment

Adds a new member to a static segment. See docs here

Add Note to Subscriber

Adds a new note to an existing subscriber. See docs here

Add Or Remove Members Tags

Add or remove member tags. See docs here

Add or Update Subscriber

Adds a new subscriber to an audience or updates existing subscriber. See docs here

Add Subscriber To Tag

Adds an email address to a tag within an audience. See docs here

Create Campaign

Creates a new campaign draft. See docs here

Create List

Creates a new list. See docs here

Delete Campaign

Delete a specific campaign. See docs here

Delete List

Deletes an existing list. See docs here

Delete List Member

Permanently deletes a member. See docs here

Edit A Campaign Template Content

Edits a defined content area of a custom HTML template. See docs here

Get A Campaign Report

Gets a campaign report. See docs here

Get A Campaign Report

Gets a campaign report. See docs here

Get Campaign

Gets metadata of a specific campaign. See docs here

Get List

Searches for lists. See docs here

Get List Activities

Retrieves up to the previous 180 days of daily detailed aggregated activity stats for a list. See docs here

Get List Member Activities

Get the last 50 events of a member's activity on a specific list. See docs here

Get List Member Tags

Retrieves a list of all member tags. See docs here

List Audience List Id Options

Retrieves available options for the Audience List Id field.

List Campaign ID Options

Retrieves available options for the Campaign ID field.

List Segment Members

Retrieves a list of all segment members. See docs here

List Store Id Options

Retrieves available options for the Store Id field.

Remove Member From A Segment

Removes a member from the specified static segment. See docs here

Search Campaigns

Searches for the campaigns. See docs here

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When QuickBooks trigger → Create/Update in Mailchimp

Most Popular
QuickBooksQuickBooks

New Customer Created

MailchimpMailchimp

Add Member To Segment

When Mailchimp trigger → Update QuickBooks

Bi-directional
MailchimpMailchimp

Link Clicked

QuickBooksQuickBooks

Create AP Aging Detail Report

How It Works

1

Connect Apps

Authenticate your QuickBooks and Mailchimp accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between QuickBooks and Mailchimp with 22 public triggers available for instant updates.

Automated Actions

Execute 48 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect QuickBooks and Mailchimp in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between QuickBooks and Mailchimp with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Mailchimp logoQuickBooks logo

Reverse Integration Available

Also connect Mailchimp to QuickBooks for bidirectional automation

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All QuickBooks Integrations

Explore all available QuickBooks connections

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All Mailchimp Integrations

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