This workflow reads your Zoho CRM for policies renewing in the next 60 days, adds those clients to a Mailchimp renewal email sequence, and logs each touchpoint back on the CRM contact record. Agents see exactly who has been contacted without doing any manual tracking.
Set up a Make scenario to run daily and query Zoho CRM for contacts with a policy renewal date within 60 days.
Check each contact in Mailchimp — only add them to the renewal sequence if they aren't already in it.
Subscribe new contacts to the renewal email campaign in Mailchimp with their policy type and renewal date as merge fields.
After each email sends, use a Mailchimp webhook to log the contact touchpoint back on the Zoho CRM record.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRetain more policies each year by reaching every client before renewal and logging every touchpoint automatically.
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