What this connection does, and what it doesn't check
Every time Lead Recorder logs a new lead, this Zap can add them to a Mailchimp audience with a tag for the source they came from. What Lead Recorder itself doesn't capture is whether that person actually agreed to receive marketing email. A phone-click lead certainly didn't opt into anything. Even a form submission only did if your form itself asked. We're describing the technical behaviour here, not giving legal advice; if you're unsure what your forms need to say or capture, that's a question for a lawyer familiar with the Spam Act, GDPR, or CAN-SPAM, whichever applies to you.
Field mapping
| Lead Recorder field | Mailchimp field | Notes |
|---|---|---|
| emailField | Email address | Required, Zap errors without it |
| nameField | Merge field: FNAME | |
| utmSource | Tag |
Setting it up
Add a filter step before Mailchimp
Only continue if emailField exists, and only continue if the lead actually agreed to receive marketing email, however you capture that on your form.
Open the Zap template and connect both accounts
Use the embed below, or open the template directly on Zapier. Connect Lead Recorder as the trigger and your Mailchimp audience as the action.
Map the fields
Match email, name, and source using the table above.
Send a test lead
Submit a form on your own site with a real email address and confirm the subscriber appears in the audience, tagged correctly.
What catches people out
What catches people out
Consent, covered above, plus a technical version of the same problem. Phone-click leads have no email address at all. Without a filter checking that emailField exists, the Zap errors on every single one of them, which is a second, independent reason to add that filter step regardless of the consent question.
What it looks like when it's working
Stop guessing who to email.
Start recording.
Your next lead is about to hit your website. Know exactly where it came from, before it ever reaches an audience.
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