How to connect Smith.ai Chat and Mailchimp

Tim Fischer Updated by Tim Fischer

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. This guide will walk you through connecting Smith.ai Chat and Mailchimp via Zapier. Using this guide, you can:

Prerequisites

To use our Zapier integration to connect Smith.ai Chat and Mailchimp, you will need:

  • A Zapier account
  • A Smith.ai Chat account
  • A Mailchimp account

Add/Update Subscribers to an Audience after each new Smith.ai chat

We created this premade template to add/update subscribers to an audience in Mailchimp after Smith.ai chats.

  1. Click "Use this Zap" in the below template.

  2. Connect your Smith.ai Chat and Mailchimp accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai Chat. More information can be found here.
    2. Connect Mailchimp.
  3. Since you started with a template, most fields will already be populated. Customize the Zap to meet your business needs. We recommend you add the following customizations:
    • Audience (required)
    • Subscriber email (required)
    • Name (optional)
    • Tags (optional)
  4. Test the Zap.
  5. Name the Zap.
  6. Turn on the Zap.

Making a Custom Smith.ai Chat and Mailchimp Zap

Keep your business operations running smoothly with a custom zap connecting Smith.ai Chat and Mailchimp. Create custom automation by choosing triggers, actions, and searches.

  1. Sign up for a Zapier account for free. If you already have one, log in.
  2. Go to the Smith.ai Chat + Mailchimp Zapier Integrations page.
  3. Choose the action and trigger from the options displayed. In the example below, we've chosen New Chat (Smith.ai) as the trigger and Add/Update Subscriber (Mailchimp) as the action. However, you can use any combination of triggers and actions that fit your business needs.
  1. Press the Connect My Apps button.
    Note: If you are not logged into Zapier, you will be prompted to do so.
  2. Connect your Smith.ai Chat and Mailchimp accounts to your Zapier account by following the prompts.
  3. Connect your Smith.ai Chat and Mailchimp accounts to your Zapier account by following the prompts.
    1. Connect Smith.ai Chat. More information can be found here.
    2. Connect Mailchimp.
  4. Customize the Zap to meet your business needs.
  5. Test the Zap.
  6. Name the Zap.
  7. Turn on the Zap.

Additional Resources:

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our live chat or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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