Each use case names the tools, what each one does in the workflow, and the steps to set it up.
631 use cases · live countEvery time someone buys from you in Square, their name and email get added to your Mailchimp audience (your list of email contacts). You can then send them a welcome email, a loyalty offer, or a review request — without copying and pasting anything. This turns every sale into a marketing opportunity.
Setup: easyWhen you close out your Square register each day, this automation sends your sales totals, taxes, and fees straight to QuickBooks Online. You skip manual data entry and always have clean books ready for tax time. It takes only a few minutes to set up and runs on its own after that.
Setup: easyGrab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
When your sales team adds a new lead in HubSpot CRM (a tool for tracking customer relationships), that contact automatically appears in your Mailchimp audience. You stop copying contacts by hand between two systems. Your marketing emails reach new leads fast, while the sale is still fresh in their mind.