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Integration with marketing automation and email marketing softwares

Use cases for marketing automation and email marketing softwares' integration with Kissflow suit of tools.

Abhiram Chakkiyar avatar
Written by Abhiram Chakkiyar
Updated over a week ago

Marketing automation platforms are the engines of modern digital strategy. They empower businesses to communicate with customers and prospects at scale, delivering personalized messages at the right time. Integrations are the fuel for this engine. By connecting marketing platforms with other business systems like CRMs, e-commerce stores, and event management tools, companies can create a seamless, 360 degree view of their audience. This allows for powerful automation, from lead nurturing and customer segmentation to abandoned cart reminders and post-purchase follow-ups, ensuring that data flows freely and marketing efforts are both efficient and effective.

Connectors in this vertical

Application

Description

Active Campaign

A customer experience automation platform that combines email marketing, marketing automation, and CRM tools for advanced segmentation and personalization.

MailChimp

An all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties, known for its user-friendly email builder.

Detailed integration use cases with Kissflow

Here are practical, scenario-based examples of how Kissflow can trigger actions in Active Campaign and Mailchimp to solve common business problems.

Detailed integration use cases with Kissflow

Here are practical, scenario-based examples of how Kissflow can trigger actions in Active Campaign and Mailchimp to solve common business problems.

Active Campaign integration scenarios

Business goal

Trigger (in Kissflow)

Action (in ActiveCampaign)

Detailed Scenario

Key benefit

Enrich lead data

Demo request form is approved.

Create or update contact

Kissflow sends the prospect’s details. If the contact exists, their phone and company fields are updated; otherwise, a new contact is created, all in one efficient step.

Ensures lead data is always up-to-date without creating duplicates.

Onboard new employees

HR submits a New employee welcome form.

Create contact

A brand-new contact is always created for the employee to ensure they receive critical onboarding emails, avoiding conflicts with any existing records.

Guarantees delivery of internal communications to new hires.

Automate sales pipeline

A pricing quote is approved in a quote-desk app.

Create a deal

A new deal is created in the B2B Sales pipeline with the quoted value, expected close date, and the prospect linked as the primary contact.

Accelerates the sales cycle by instantly reflecting approvals in the sales pipeline.

Manage supplier data

Procurement vets and approves a new supplier.

Create an account

An account record for the new supplier is created with their company name, industry, and VAT number for full visibility across teams.

Centralizes supplier information, making it accessible to all relevant departments.

Alert teams to account changes

Finance flags a customer as Credit hold in a billing workflow.

Update an account

The corresponding Account is updated with a custom field Credit status set to On hold immediately alerting all reps.

Provides real-time, critical account status updates to the entire sales team.

Launch targeted campaigns

Marketing launches a VIP Beta Program workflow.

Create a list

A new contact list named VIP-Beta-2025 is automatically created, ready to be populated for targeted email sequences.

Speeds up campaign preparation by automating list creation.

Keep sales pipeline accurate

The implementation team marks a project as 100% complete in a tracker.

Update a deal

The linked Deal is automatically updated to the Won stage with 100% probability and the actual close date set to today.

Improves sales forecasting accuracy with real-time deal status updates.

Segment event attendees

An attendee is confirmed for an event in the Kissflow app.

Add a contact to a list

The attendee’s contact record is immediately added to the specific Webinar-April-2025 list for targeted follow-up communication.

Enables timely and relevant post-event communication.

Maintain list hygiene

A request is approved to retire the Spring-2023 Promo campaign.

Delete a list

The outdated contact list is automatically deleted, keeping the ActiveCampaign environment clean, compliant, and optimized.

Reduces clutter and improves data governance and compliance.

MailChimp integration scenarios

Business goal

Trigger (in Kissflow)

Action (in Mailchimp)

Detailed scenario

Key benefit

Track customer behavior

A customer completes checkout in an e-commerce workflow.

Create a custom event

Kissflow fires a Purchase Completed event on the subscriber’s profile, triggering post-purchase thank-you and upsell automations in Mailchimp.

Enhances customer experience with immediate, behavior-driven follow-ups.

Streamline campaign creation

Product marketing approves new release notes in a process.

Create a campaign

A draft campaign is instantly created in Mailchimp with the approved title, audience, and subject line, ready for final review.

Reduces manual effort and potential errors in campaign setup.

Automate campaign sending

QA marks the draft email as Cleared to send.

Send a Campaign

The integration immediately sends the approved campaign from Mailchimp, ensuring timely communication for product launches or announcements.

Enables real-time campaign execution based on internal approvals.

Note:

All italicized text in the above scenarios represents sample data for reference.

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