Mailchimp Integration

The Mailchimp integration is a way to export contacts in Sales CRM to an audience list in Mailchimp where they can then be put in certain email lists. For example, after a demo, you could send them in a drip campaign automatically.

Setup

There are two parts to the setup : In MailChimp and in Sales CRM. You will need special permissions to access and create API keys.

Part 1: Grabbing the API key from Mailchimp.

In Mailchimp, the API keys page in your account can be found by following these steps:

1️. Click on your profile icon.

2️. Select Account.

3️. Navigate to the 'Extras' drop-down and select 'API keys'.

Once you reach that section, you will be able to scroll-down to find all your API keys. This is where you will create a new one.

Once prompt to create a new key, you will be able to name it. The name has no importance to the sync. of the data and only serves as a label in Mailchimp.

Once you generate the key, you will get a “one time” chance to copy the key. Afterwards, you will not be able to copy it from Mailchimp and will need to create a new one.

Once the key is copied, head to Sales CRM

Part 2: Setting up the Mailchimp integration in Sales CRM

Once the Key has been created, head to the integration section in Sales CRM and select the Mailchimp Integration.

Once you are in the integration settings, you will see two fields: API Key and Server Prefix

API Key : Refers to the key you created in Mailchimp. Simply copy it (keep it secret!). The API Key is used to make API calls

Server Prefix: Refers to which Mailchimp Server your data is hosted in. There are two easy ways of getting your Server Prefix.

1- From your mailchimp URL, you will notice something like https://us19.admin.mailchimp.com/; the us19 part is the server prefix. Note that your specific value may be different.

2- From your API Key, you will notice that the ending of the key gives your Server Prefix. For example, in the image below, the Prefix is us18. Note that your specific value may be different. (FYI: API key shown below has been revoked and is for information purpose only)

Once you apply the data you can close the API. When the integration switch is to the right and emits a blue color, it means that the integration is online (otherwise it would be grey).

Mailchimp Automation Rule Setup

Once The integration has been setup correctly, you will then need to create an automation for that rule. The Mailchimp automation acts as an Action (“Then Sync contact to Mailchimp”). However, you are able to choose your Event or trigger (“When this happens”) based on the “basic” integration options.

About Mailchimp Audiences

When you select the Mailchimp Integration, you will then be asked to select an audience list from Mailchimp. In Mailchimp, an audience is where you store and manage your contacts.

Note: A Free account is only able to have one audience. If you need multiple audiences, it would be necessary to upgrade to one of their Paid plans.

If you do not have an audience, to create an audience:

Click the 'Audience' icon in your account, then select 'Audience Dashboard'.

2️. Select 'View audiences' from the 'Manage Audience' drop-down.

3️. Click 'Create Audience'.

Example

In the example depicted below, we created an automation so that when a sale is moved to the funnel “Negotiation” - let’s say after a demo has been done, then we would create an action to automatically place the contact in the audience list “Sales CRM Mailchimp Automation. As previously mentioned, the event can be changed to be something relevant to your pipeline and process.

Result

If we trigger the automation from our example below, we can see that when a sale has been put to the funnel “Proposal”, our contact has been sent to Mailchimp. This can be confirmed from the automation’s activity log, which displays that the automation has succeeded.

On the Mailchimp side, we will see that the contact has been added to Mailchimp. We can see from the audience list that the origin is from our API (that we named “Jsoft Sales CRM”) and that the address will be tagged under “Sales CRM”.

Upon expanding on the contact, we can observe that Mailchimp has also imported other fields from Sales CRM pertaining to the fields Contact and Company.

If the fields are filled, Mailchimp should extract the following:

First Name (from contact’s given name)
Last Name (from contact’s given name)
Phone Number (from contact field)
Birthday (From Contact field)
Address (from linked Company field)
Country (from linked Company field)
State/Province/Region (from linked Company field)
City (from linked Company field)
Postal/Zip Code (from linked Company field)

Other Use Case Examples

Some examples of possible use cases:

Hubspot Calendar to Mailchimp follow-ups

If you use Hubspot Calendar meetings to have prospects book demos with you, you can, with the Sales CRM Hubspot integration (see above) convert those demos into a new deal at the time of the calendar event creation. After the demo has been completed, you can add a Mailchimp integration so that, if the prospect qualifies and put in a specific funnel, they will be put in an drip campaign automatically as part of a follow-up effort.

Automatically add JSM Issue Contact to Mailchimp

You can create an automation so that when a JSM Issue is created, you can create a deal automatically with the Sales CRM JSM integration (see above). Because JSM contacts are always going to be created in your first funnel (most left column in the deals section). You can create a Mailchimp automation so that every time a deal is created, they will be put in an marketing list. This could be useful if you wanted to actively grab and follow-up with clients. For example, to ask for more elaborate feedback than what JSM might ask.

Automatically add Contacts to different Mailchimp Campaigns based on Stage

This is just an example to showcase the possibilities with the “non-integration” automation triggers. You could add a contact to a Mailchimp list whenever their Stage changes to Unqualified or Lost. For example, the list could automatically thank them for their time and let them know what they’re missing.

As mentioned, there are many more “non-integration” triggers available with Mailchimp, which may be useful based on your current process and pipeline. For more information on the triggers possibility, please see this link