Notes: 

1. The MailChimp extension for Zoho CRM is available in the US, EU, CN, IN, AU, CA, SA, and JP data centers. 
   
2. Mailchimp itself only handles data in its US data center.
   

Installing the extension

1. Navigate to Setup > Marketplace > All.
   Under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for and click MailChimp.
   The details about the extension will be available.
3. Click Install Now.
4. Agree to the Terms of Service and click Continue to Install.
   
   
5. In Choose Users/Profiles, choose one of the following and click Confirm:
1. Install for admin only - The extension will only be installed in CRM for users with the administrator profile.
2. Install for all users - The extension will be installed in CRM for all users. Users need to have a MailChimp account to use this feature.
3. Choose profiles - The extension will be installed in CRM for all users with a particular profile. To use this option, click Continue and select the desired profiles.
   
   
6. Click Authorize.
   If you skip this step, you can authorize it later from your Settings page. To do so, navigate Setup > Marketplace, open the MailChimp extension details page, and click Authorize.
   
   
7. In the new tab that opens, enter the email and password for your MailChimp account, then click Log In.
8. Click Allow.

Synchronizing the MailChimp Data

1. Navigate to the MailChimp module and click the Setup tab.
2. In Sync Settings, select Bulk or Selective.
   Bulk sync synchronizes all your contacts or leads, while selective sync lets you choose specific contact lists to synchronize.
3. In Sync Type, select One Way or Both Ways.
   One-way sync brings MailChimp contacts into your Zoho CRM modules or vice versa, but not both simultaneously. Both-ways sync moves data between Zoho and MailChimp in both directions.
4. In Sync Behaviour, select MailChimp to Zoho CRM or Zoho CRM to MailChimp.
5. In Conflict Behaviour, select CRM always wins or MailChimp always wins.
   If CRM Always wins is chosen, new MailChimp records that already exist in Zoho CRM do not synchronize, preventing MailChimp data from overwriting existing CRM records.
6. If you enable scheduled sync, choose whether the sync should occur to be Daily or Weekly.
   
7. To configure the e-commerce stores to sync items in their abandoned cart, select Yes or No.
8. Select the Stores from the drop-down list.
9. Click Next.
   
10. In the Merge Fields section, map MailChimp fields to their corresponding Zoho CRM fields. The default fields cannot be altered.
11. In the Mappings section, choose the CRM module where the MailChimp subscribers must be stored; choose whether to sync selected CRM contacts to a MailChimp audience list (Yes/No); if Yes, select the desired MailChimp Audience from the drop-down. 
12. Click Sync Now.
    

Understanding the Mailchimp Lead Source field 

1. Mailchimp - The record was created in Mailchimp and synced into Zoho CRM.
   
2. Zoho CRM - The record was created in Zoho CRM and synced into Mailchimp.
   

Note: If your organization was recently upgraded to this version of the extension, your existing Campaigns, Contacts, and Leads are automatically assigned a Mailchimp Lead Source value based on how they originally entered your CRM. Reach out to your CRM administrator if you have questions about how a specific record was classified.

Synchronizing selected CRM data to a mailing list

1. Open your Leads or Contacts module in Zoho CRM.
2. Check the box next to each lead or contact to be synced.
3. Click Add Contact to MailChimp List.
   
   
4. Select the MailChimp Audience to which you want to sync the selected entries.
5. Select the Tag to which you want to sync the selected entries.
6. Click Add Contacts to finish.
   
   

Updating MailChimp audience status in Zoho CRM

1. Open the lead or contact in Zoho CRM.
2. Under Contact Information, the Email opt-out field shows True (unsubscribed) or False (subscribed).
3. The contact status can also be found under the "Member Status" related list of a record in the Campaign, Contacts, or Leads modules.

Tracking Mailchimp campaign and contact activity 

Note: The default Zoho CRM related lists on the Campaigns and Contacts modules are no longer populated. Use the Email Activities related list (on Campaigns) and the Mailchimp Campaigns related list (on Contacts) described below instead.

Campaigns module - Email Activities related list  

1. Go to the Campaigns module in Zoho CRM. All your campaigns from Mailchimp are listed.
   
2. Open a campaign.
   
3. In its Email Activities related list, view the live campaign activity fetched directly from Mailchimp, including counts for sent, opened, clicked, and bounced.
   

Contacts module - Mailchimp Campaigns related list

1. Go to the Contacts module in Zoho CRM.
   
2. Open the contact whose campaign activity you want to see.
   
3. In its Mailchimp Campaigns related list, view every campaign associated with that contact, along with activity counts. Click a count to see the details of the actions taken: sent, opened, clicked, or bounced.
   

View and Customize SalesSignals Notifications

1. Click the Bell icon in the top-right corner of your dashboard.
2. Click Settings at the bottom of your SalesSignals window.
3. Choose the notifications you want to receive.
4. Click Save.

Uninstalling the extension

1. Navigate to Setup > Marketplace > All. All the installed extensions are listed.
   Under All Extensions, you can view all the extensions supported in your CRM.
2. Browse for MailChimp and click the corresponding Uninstall link.
3. Click Ok to confirm and uninstall the extension.