Refresh marketing reporting dashboards when new leads arrive

When a new lead is captured in Mailchimp, automatically refresh reporting dashboards in SoTellUs to display up-to-date pipeline metrics.

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See all SoTellUs + Mailchimp integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SoTellUs Explore SoTellUs →

Triggers

Report created

Fires when a new report or dashboard is created in SoTellUs.

Metric threshold crossed

Fires when a tracked metric in SoTellUs crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in SoTellUs.

Actions

Refresh dashboard

Creates or refreshes a dashboard in SoTellUs.

Export report

Exports a report from SoTellUs.

Send alert

Sends an alert when a metric changes in SoTellUs.

Mailchimp Explore Mailchimp →

Triggers

New lead captured

Fires when a new lead or contact is captured in Mailchimp.

Contact enters a workflow

Fires when a contact enters an automation in Mailchimp.

Contact updated

Fires when a field on a contact changes in Mailchimp.

Contact unsubscribed

Fires when a contact unsubscribes in Mailchimp.

Actions

Create or update a contact

Creates or updates a contact in Mailchimp.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Mailchimp.

Send a message

Sends an email or message to a contact via Mailchimp.

Apply or remove a tag

Changes a contact's tags in Mailchimp.

Enroll contacts in campaigns when metrics cross thresholds When performance metrics cross a key threshold in SoTellUs, automatically apply tags or add contacts to targeted nurturing campaigns in Mailchimp. See details

Dispatch marketing alerts when scheduled reports are ready When a scheduled report is ready in SoTellUs, automatically send a summary message through Mailchimp to relevant marketing contacts. See details

See all SoTellUs + Mailchimp integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh marketing reporting dashboards when new leads arrive” between SoTellUs and Mailchimp?

Yes — describe it in the box above and Knit's Integrations Agent researches SoTellUs and Mailchimp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do SoTellUs and Mailchimp work together to drive growth?

Metrics in SoTellUs can automatically initiate targeted audience messaging in Mailchimp, while lead activities in Mailchimp keep reporting dashboards accurate.

Can campaign activity update analytics dashboards?

Yes, when new contacts enter workflows in Mailchimp, reporting dashboard updates or alerts can initiate automatically in SoTellUs.