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 the Zoho CRM. The extension supports two-way synchronization, so you can choose whether you want to move data only from MailChimp to Zoho CRM, or both ways. 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.

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.
  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 the 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 > All. Open the MailChimp extension details page and click Authorize.

  7. In the new tab, enter the email and password for your MailChimp account and click Log In.
  8. Click Allow.
Once installed and authorized, the extension creates three custom modules, MailChimp, MailChimp Audiences, and MailChimp Segments/Tags, to your Zoho CRM.

Synchronizing the MailChimp Data

The extension allows you to synchronize your data between MailChimp and Zoho CRM. You can choose the direction of the sync, select whether to synchronize everything or only specific contacts, and ensure that 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.

You may have integrated any of the listed third-party e-commerce sites with your MailChimp account for your business needs. Any items in your cart of those e-commerce sites will be added to Abandoned checkouts in MailChimp automatically, which in turn can be added as a record in the Deals module in the Zoho CRM.

To configure your Sync Settings
  1. Go to the MailChimp module.
    The Setup page will open.
  2. In Sync Settings, select Bulk or Selective.
    Bulk sync synchronizes all of your contacts or leads, while selective sync allows you to choose particular 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.

  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 are already existing in Zoho CRM do not synchronize, preventing MailChimp data from overwriting existing CRM records.
  6. If you enable scheduled sync, choose whether you want the sync occurrence to be hourly, 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 Mappings section:
    1. Select where you want the MailChimp data to be housed in Zoho CRM. Choose the module to which the MailChimp subscribers must be stored in.
    2. To choose a MailChimp audience list, choose Yes or No. The selected contacts from Zoho CRM will be moved to that audience list in MailChimp.
    3. If Yes is chosen, select the desired MailChimp Audience from the drop-down.

  11. In the Merge Fields section, you can add MailChimp fields and its corresponding Zoho CRM fields to where the data needs to be placed after sync. The default fields cannot be altered.
  12. Click Sync Now.

Once the synchronization is done, all the details of the synchronization happened will be displayed on the Dashboard. You can even synchronize manually by clicking Sync Now on the dashboard. Under Reports, all the campaigns sent using your MailChimp account will be listed along with their details. The sync settings can be altered in the Settings tab.

Synchronizing selected CRM data to a mailing list

The synchronization will happen based on your sync settings. Additionally, 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.

The contacts synced will be listed in the Campaigns, 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 subscriber activities in Zoho CRM

You can track the campaign activities of every contact in Zoho CRM associated with the MailChimp in their MailChimp Campaigns related list. Similarly, the email activities of all the subscribers in every campaign can be tracked individually in the Campaigns module.

To track campaigns of a contact:
  1. Go to the Contacts module in Zoho CRM.
  2. Open the desired contact whose campaign activity needs to be tracked.
    All the campaigns that this contact is associated with will be listed in its MailChimp Campaigns related list.
The activity count of the campaigns listed will be displayed. When we click on the count, the details of the actions done like sent, opened, clicked, and bounced will be shown.


To track a campaign:
  1. Go to the Campaigns module in Zoho CRM.
    All of your campaigns in MailChimp will be listed.
  2. Open a campaign.
  3. In its Email Activities related list, all the campaigns to which this contact is associated will be listed.
The activity count of the campaigns listed will be displayed. When we click on the count, the details of the actions done like sent, opened, clicked, and bounced will be shown.

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.

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