- Getting Started
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- CRM Integrations
- Connecting Stripe
- Novum Networks
- Payment Gateways
- Google Maps
- Customer Portal
- Connecting with BurstSMS
- Connecting with Campaign Monitor
- Connecting with eWay
- Connecting with Ezidebit
- Connecting with Machship
- WooCommerce integration settings
- Connecting with Mailchimp
- Setting Up SMTP Email
- Connecting with WooCommerce
- Customer Portal for customers
- Installing Inbox Insights
- Syncing Your Outlook Emails, Calendar & Contacts
- Troubleshooting the Outlook Add-In
- WooCommerce integration
- SMTP for Gmail
- Jobs, Assets & Service Management
- Products, Inventory & Pricing
- Sales Pipeline
- Shipping & Freight
- System Settings
- Workflow Management
- Quoting & Selling
The following steps will guide you through connecting your CRM to Mailchimp.
Data that syncs with the integration
When you connect Mailchimp to CRM, the following data will sync between systems:
Data that syncs IN to CRM
- Your Subscriber Lists, Campaigns and Subscribers will all be brought into CRM.
- Underlying details about Subscriber Lists and Campaigns will also be brought into CRM e.g. unsubscribes, bounces, reads etc.
- CRM will look for an existing match for Subscribers in Companies and Contacts and if a match is not found, a new record will be created.
- CRM automatically checks with Mailchimp every hour for new or updated data and brings it into CRM.
Data that syncs OUT to Mailchimp
- You can select whether your Lists in CRM sync out Mailchimp sync on a regular basis.
- You can select which Lists in CRM sync out to Mailchimp.
- You can also not schedule a regular sync and just manually push Lists from CRM out to Mailchimp, as required.
Note that once a Campaign that has been pulled into CRM from Mailchimp is complete, you will not be able to delete the record in CRM.
You’ll need to generate an API key with Mailchimp before you start:
- Log into Mailchimp.
- Access your account settings by clicking on your profile icon in the bottom left corner to reveal a menu, then choose Account.
- Expand the Extras menu and select API keys.
- Scroll down and click on Create A Key.
- This will generate an API key for you that you should copy to your clipboard.
- Head to Main Menu, then select Integrations from the Admin menu.
- Locate the Mailchimp option and click the Activate button on the right-hand side.
- Enter in the API key you generated in Mailchimp.
- From Name is the sender name that will appear on your emails.
- From Email is the address that your emails will be sent from.
- Check result is how many days worth of Mailchimp data that will be brought over to your CRM.
- Click the Test button.
- When your test shows as having been successful, click Finish.
- Note that if you currently have another campaign system attached to your CRM, the Mailchimp integration will override this and disable any other services.
- A prompt will then display for you to start the data download to your CRM, click on Start Download.
You can set the ongoing sync frequency of your Lists from CRM OUT to Mailchimp here as either Manual or a Scheduled.
- If you select Scheduled, you can amend the schedule by clicking on the days and time to reveal the option to change the existing details. You also need to then select which Lists you want to sync – see below for details.
- Click Close to apply the changes.
If you have your sync setting as Scheduled, you first need to tell CRM which Lists you want to sync to Mailchimp. To do this, go to the List and press the Upload to Mailchimp button – this initiates the connection and means the List will upload in future automatically, as per your sync schedule. You only need to press this button once.
If you have your sync setting as Manual, you will need to go into the List and press the Upload to Mailchimp button whenever you want to push the list out to Mailchimp.