MailChimp for Zoho CRM | Online Help | Zoho CRM

MailChimp

With the MailChimp extension for Zoho CRM, you can now synchronize your campaigns and subscribers in MailChimp with Zoho CRM. The extension supports two-way synchronization, so you can choose whether to move data only from MailChimp to Zoho CRM or in both directions. All of your contacts will be imported to the Contacts and Leads module of the Zoho CRM based on your mapping settings, and your campaigns will be imported into the Campaigns module automatically.
Notes
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 handles data only in its US data center.

Installing the extension

You can install the MailChimp extension either from the Zoho Marketplace or from within your Zoho CRM account.

To install from Zoho CRM
  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.
Once installed and authorized, the extension creates three custom modules in your Zoho CRM: MailChimp, MailChimp Audiences, and MailChimp Segments/Tags.

Synchronizing the MailChimp Data

The extension allows you to synchronize your data between MailChimp and Zoho CRM. You can choose the sync direction, select whether to synchronize everything or only specific contacts, and ensure the fields are mapped correctly to keep your records neat.

If you import your MailChimp campaigns and subscribers to CRM, you can view and manage them under the Campaigns module. If you import Zoho CRM contacts to MailChimp, you can view and manage them under the MailChimp Audiences and MailChimp Segments/Tags custom modules of the Zoho CRM.

To configure your Sync Settings
  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. Both-ways sync simultaneously 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.
Once the synchronization is complete, the sync details are displayed on the Dashboard. You can also synchronize manually at any time by clicking Sync Now on the dashboard. Under Reports, all campaigns sent using your MailChimp account are listed with their details. The sync settings can be altered in the Settings tab.

Understanding the Mailchimp Lead Source field 

Every Campaign, Contact, and Lead that is synced through this extension now carries a Mailchimp Lead Source field. This field simply tells you where a record originated:
  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.
The statistics shown on your Mailchimp Dashboard in Zoho CRM are calculated using this field, so you can see at a glance how many of your Campaigns, Contacts, and Leads originated in each system.

Notes
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

In addition to your regular sync settings, you can add selected contacts and leads from Zoho CRM to a particular mailing list in MailChimp.

To add contacts and leads 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.

Synced contacts are stamped with a Mailchimp Lead Source of Zoho CRM, and will be listed in the Mailchimp Audiences and Mailchimp Segments/Tags custom modules.


Updating MailChimp audience status in Zoho CRM

Whenever a contact in MailChimp subscribes or unsubscribes, the status will be automatically updated to the corresponding contact in the Zoho CRM, and vice-versa. The status will be shown in the "Email Opt Out" field and in the "Member Status" related list of a record.

In Zoho CRM, if the customer changes the value of the "Email Opt Out" field of any record in the Contacts or Leads modules, then the corresponding contact will be subscribed or unsubscribed accordingly in Mailchimp.

Similarly, in Mailchimp, if the contact get subscribed or unsubscribed from an audience list, then the same will get reflected in the "Email Opt Out" field and in the "Member Status" related list of that record.

To check the 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 

Campaign and contact activity is now shown through two dedicated, extension-managed related lists that pull data directly from Mailchimp in real time, rather than from stored CRM association records. This keeps the numbers you see accurate to what's currently in Mailchimp.
Notes
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  

To track a campaign:
  1. Go to the Campaigns module in Zoho CRM. All of 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.
Because this data is fetched directly from Mailchimp, no separate CRM association record is created or stored for this related list.

Contacts module — Mailchimp Campaigns related list  

To track the campaigns a contact is part of:
  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.
 Behind the scenes, the extension looks up the Mailchimp audience lists the contact belongs to, then retrieves the campaigns tied to those lists from the CRM database, and displays them in this related list.

View and Customize SalesSignals Notifications

The SalesSignals feature notifies you of important events related to your MailChimp campaigns. By default, it notifies you when a new subscriber is added, when a contact unsubscribes, and when a contact's profile is updated. click the Bell icon in the upper right corner of your dashboard to view the SalesSignals.

To customize your SalesSignals notifications
  1. Click the Bell icon in the upper 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

If you uninstall the MailChimp extension, the MailChimp List data that has been synced to Zoho CRM will be permanently deleted along with the custom fields like Lead Source, MailChimp ID, MailChimp Preview URL, etc.

Contacts and Campaigns that have been synced to Zoho CRM will remain intact. Before uninstalling, please ensure you have synced all of the data you want to keep; deleted data cannot be recovered.

To uninstall the extension
  1. Go 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.