Integration with Mailchimp

Learn about syncing your Mailchimp lists and Vtiger campaigns.

Ruba

14 Feb, 2023 - Updated 7 months ago

Introduction

Are you using Mailchimp to create, send, and analyze your campaigns?

The Vtiger-Mailchimp integration lets you sync your Mailchimp lists and associated contacts to a marketing campaign in Vtiger. Furthermore, you can sync Vtiger campaigns to Mailchimp.

The integration process is as simple as four steps:

Installing the Mailchimp extension
Generating the API key
Syncing Mailchimp data

Let us look at the first step in detail.

Integrating Mailchimp

Installing Mailchimp

You can find the Mailchimp extension in Vtiger’s Extension Store.

Follow these steps to install the Mailchimp extension:

Log in to your CRM account.
Click the User Menu on the top right corner of the CRM screen.
Select Settings.
Look for the Extensions section.
Click Extension Store.
Search for Mailchimp using the search bar.
Click Install.
Click Yes to confirm the installation.

After you install Mailchimp, you can see it under User Menu > Settings > Extensions.

The next step is to add the API key.

Adding the API key

API key establishes a connection between Mailchimp and Vtiger CRM.

Note: Keep both the Mailchimp and Vtiger tabs open to add the API key.

Follow these steps to add the API key:

Log in to your CRM account.
Click the User Menu on the top right corner of the CRM screen.
Select Settings.
Click Mailchimp under Extensions.
Click the Add API Key button.
Go to Mailchimp to find or generate your API key. Click here for the steps.
Copy the API key.
Paste it in the Mailchimp Credentials Settings pop-up in the CRM.
Click Save.

After integrating, you must create a campaign in Vtiger and link contacts to it. To learn how to do this, click here.

Syncing data

You can sync data in three directions:

Sync from Vtiger to Mailchimp - You can sync Vtiger contacts and campaigns to Mailchimp and run a campaign on Mailchimp.
Sync from Mailchimp to Vtiger - You can sync Mailchimp lists to a campaign in Vtiger.
Sync Both Ways - You can sync both ways mentioned above.

Let us try to understand better by taking an example.

You create a campaign called Trade Show in Vtiger and link five contacts to it. You create a list called Trade Show Invitees in Mailchimp. You choose Sync from Vtiger to Mailchimp.

When you set p the scenario above, a campaign called Trade Show is created in Mailchimp, and its five contacts are added to the Trade Show Invitees list in Mailchimp.

Follow these steps to set up the sync:

Log in to your CRM account.
Click the User Menu on the top right of the CRM screen.
Select Settings.
Look for the Extensions section.
Click Mailchimp.
Choose a Mailchimp list.
Choose a campaign by entering the campaign name. You can also choose multiple campaigns here.
Choose a Sync Direction.
- Sync from Vtiger to Mailchimp - This syncs the campaign(s) you choose in Step 6 and its linked contacts to Mailchimp.
- Sync from Mailchimp to Vtiger - This syncs Mailchimp lists to the campaign(s) you choose in Step 6.
- Sync Both Ways - This syncs lists and campaigns both from Mailchimp to Vtiger and vice versa.
Click Save.
Click the Main Menu.
Select Marketing.
Go to Campaigns.
Click the Sync button on the top.
Select Mailchimp and click Configure.
Select Mailchimp from the Extensions drop-down on the top right.
Click Synchronize now.

You will see the sync log with the number of contacts created, updated, skipped, etc., in Mailchimp and Vtiger. You can click on the number to view record details.

Revoking Access

If you no longer want to sync data between Mailchimp and Vtiger, you can revoke access to the Mailchimp account.

Follow these steps to revoke access:

Log in to your CRM account.
Click the User Menu on the top right corner of the CRM screen.
Select Settings.
Click Mailchimp under Extensions.
Click Revoke Access.
Click Yes to confirm.

Revoking access removes Mailchimp credentials from the CRM but does not delete any records created via sync.

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