Automating Customer Data Integration: How Cloudify Helped Daycare with e-conomic and MailChimp

Project Overview

Daycare is a company that specialises in selling baby products and related services. They had been manually adding customer information to their MailChimp account or mailing list, which was time-consuming and prone to errors. Daycare approached Cloudify for help in automating their workflow to ensure error-free addition of contacts.

The Challenge

What did Daycare needed help with?

They were adding customer info manually in their MailChimp account or mailing list of the app. The whole process was time consuming.

The Solution

How did we approach it?

Cloudify's team analysed Daycare's processes and tech stack and recommended implementing SaaS products to streamline the workflow. The goal was to create a scalable and easy-to-use solution for integrating e-conomic with MailChimp. The team worked closely with Daycare to understand their specific needs and requirements.

After careful evaluation, Cloudify proposed a solution that involved integrating e-conomic with MailChimp. The team developed a custom integration that automatically added new contacts to Daycare's MailChimp mailing list when a new draft invoice was created in e-conomic.

When a new invoice is created in e-conomic, the solution would automatically add subscribers to the designated mailing list in Mailchimp. The following steps would be taken:

• Get customer email from e-conomic: The solution would retrieve the email address of a customer from the e-conomic system using its API.
• Create a hash of email for Mailchimp: The solution would hash the retrieved email address using a specific hashing algorithm for data security and privacy purposes.
• Add/Update members email in the mailing list in Mailchimp: The solution would use the Mailchimp API to add or update members in the designated mailing list, providing the hashed email address as the identifier.

By automating this process, Cloudify's solution would not only save time but also ensure that customer information is added to Daycare's MailChimp account accurately and securely. This custom integration would help Daycare streamline their workflow and achieve their goal of error-free customer data integration.

Automations delivered - SaaS apps that helped Daycare grow:

• MailChimp - The marketing app was integrated to populate the app with customer details and send automated emails.

• e-conomic - The accounting app was integrated to generate invoices and automate invoicing.

The Results

This solution not only saved time and reduced errors but also provided Daycare with a scalable and efficient process for managing customer data. With the help of Cloudify, Daycare was able to automate their workflow and achieve their goal of error-free customer data integration.

Overall, the collaboration between Daycare and Cloudify was successful, resulting in a custom solution that met Daycare's specific needs and streamlined their workflow. With Cloudify's expertise in digital analysis, SaaS implementation, and process automation, Daycare was able to achieve their goals and improve their business processes.