Automate Procore & Mailchimp

Stop paying for mismatched spreadsheets. Sync data between Procore and Mailchimp in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Procore"]
        T1(["List company vendors"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Mailchimp"]
        A1(["Add Note to Subscriber"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Procore and Mailchimp operate independently, project details such as client contact information and project timelines can become misaligned. For instance, if a new project is created in Procore, the marketing team may not receive timely updates about the project's details, leading to outdated email campaigns. This results in the marketing team manually entering project data into Mailchimp, wasting hours on data entry and risking errors in client communications.

Top Ways to Automate Procore & Mailchimp

Automated Project Updates: Seamlessly sync project milestones from Procore to Mailchimp, ensuring your clients receive timely updates and newsletters without manual input.
Targeted Marketing Campaigns: Utilize project data to segment your audience in Mailchimp, allowing for personalized marketing campaigns that resonate with specific client needs and project types.
Lead Nurturing Workflows: Automatically trigger follow-up emails based on project completion or client interactions in Procore, enhancing client engagement and driving repeat business.

How to Build the Procore → Mailchimp Sync

Set up a webhook in Procore to listen for the 'New Project' event. This will trigger when a new project is created.
In the webhook payload, extract the following data: project_name, client_email, start_date, and end_date.
Use the Mailchimp API endpoint POST https://.api.mailchimp.com/3.0/lists//members to insert a new member into your Mailchimp audience.
Format the payload for Mailchimp as follows: { "email_address": "client_email", "status": "subscribed", "merge_fields": { "PROJECT_NAME": "project_name", "START_DATE": "start_date", "END_DATE": "end_date" } }.
Ensure that you handle any potential errors from the Mailchimp API and log them for troubleshooting.

Developer Warnings & API Gotchas

Be cautious of the data types in the payload; Mailchimp requires the email_address field to be a valid email format, or the API will reject the request.
Ensure that the status field is always set to subscribed for new entries, as setting it incorrectly can lead to data not being captured in Mailchimp.
When extracting dates from Procore, confirm the date format matches Mailchimp's expected format (YYYY-MM-DD); otherwise, the data may not display correctly in campaigns.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Procore... List company vendors

Do this in Mailchimp Add Note to Subscriber
When this happens in Procore... List of Admin - Company Offices

Do this in Mailchimp Add Subscriber to Tag
When this happens in Procore... List of Admin - Form Template

Do this in Mailchimp Add/Update Subscriber
When this happens in Procore... List of Admin - Programs

Do this in Mailchimp Add/Update Subscriber
When this happens in Procore... List of Admin - Project Bid Types

Do this in Mailchimp Archive Subscriber

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I can see you're looking at mapping Procore to Mailchimp. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?