Zoho Mailchimp Extension

Introduction #

Integrating Mailchimp and Zoho CRM will enhance your overall marketing and customer relationship management efforts.

The Mailchimp Integration for Zoho CRM enables seamless synchronization of customer data, campaigns, and lists between the two platforms. This integration streamlines email marketing efforts, ensuring that your CRM and Mailchimp are always up-to-date, minimizing manual effort, and boosting campaign efficiency.

Zoho Mailchimp Extension allows you to seamlessly sync your campaigns, audiences, subscribers, etc. between Mailchimp and Zoho CRM bidirectionally. This ensures that your marketing efforts are aligned with your CRM data, giving you a comprehensive view of customer interactions and marketing performance. You can schedule a sync to perform automatic record syncs periodically. Or trigger an instant sync whenever you want. The sync is performed securely with OAuth 2.

Some Key Benefits of Zoho Mailchimp Extensions #

• Real-time sync ensures that the records are up-to-date across two platforms
• Make use of CRM data for more targeted and personalized CRM campaigns
• Effective lead sync between Zoho CRM and Mailchimp will enhance lead nurturing It is easy.
• It is easy to track customer behavior using how they react to their emails or campaigns.
• Streamline processes and reduce manual data entry.

Use Cases #

• Whenever a new contact, lead, or account is added or updated in Zoho CRM, the same information is automatically reflected in Mailchimp, and vice versa.
• Create segments in Mailchimp based on Zoho CRM data such as lead status, industry, or location, and send targeted emails to specific groups.
• Avoid duplicating efforts by automatically syncing new leads or contacts between Mailchimp and Zoho CRM, ensuring that both systems stay updated.
• Provide sales teams with insights from Mailchimp campaigns directly within Zoho CRM, helping them understand how leads and contacts are engaging with marketing content.

Installation Process #

Install the extension by visiting your Zoho CRM account. On the Zoho Home page, navigate to the Marketplace tab from the top side menu. In the marketplace, search for the Mailchimp extension for Zoho CRM and install it.

You have two options here. You can get a free trial for ten days, or you can buy an extension for a monthly or annual subscription.

Tick the checkboxes to accept the terms of service and privacy policy. Now click on Continue.

Tick the checkboxes to give authorization, and click Continue to Install. Now choose Users or Profiles from the given option.

You can give access only to admins or to all the users, or you can select particular users.

After selecting, click the ‘confirm’ button.

Zoho Mailchimp Extension Once you complete the installation process, the module ‘Mailchimp and Mailchimp Audience‘ is available in your Zoho CRM. Navigate to the modules tab and select the Mailchimp module.

Connect to Zoho CRM
#

Click on Connect tab corresponding to the Zoho section. Now click on Accept.

Connect to Mailchimp #

To integrate your Mailchimp account in CRM.

Click on the Connect button corresponding to the Mailchimp tab to connect Mailchimp with the extension. Now login to the Mailchimp account.

Now the Mailchimp section looks disabled as it connects to the Zoho Mailchimp Extension.

1. Dashboard #

The Dashboard is your central hub for monitoring all synchronization activities between Zoho CRM and
Mailchimp. The dashboard provides you with all the details about your contacts. All the information in the dashboard is customizable, so you can instantly check the details of a campaign. Check the growth list of your audience and preview your campaign from the dashboard.

2. Settings #

The Settings page allows you to configure how data is synchronized between Zoho CRM and Mailchimp.

2.1 Sync Direction #

Choose your preferred sync direction:

Zoho CRM → Mailchimp

Mailchimp → Zoho CRM

Bidirectional Sync (records updated on both platforms)

This ensures that your data flows according to your operational needs.

2.2 Module Selection #

Select the modules you want to synchronize between Zoho CRM and Mailchimp:

Lists: Manage subscriber lists and segmentations

Campaigns: Sync campaign data, including performance metrics

Easily select or deselect modules to control which data sets are included in your sync.

2.3 Sync Frequency (CRON Scheduler) #

Determine how often records are automatically synchronized:

Default: Every 10 minutes

Optional: Every 5 minutes or 1 minute (contact support to enable 1-minute interval)

The CRON scheduler ensures data between Mailchimp and Zoho CRM stays consistently updated.

2.4 Conflict Resolution #

Define which platform takes precedence when conflicting updates occur:

Zoho CRM Priority: Updates Mailchimp records based on CRM data.

Mailchimp Priority: Updates Zoho CRM records based on Mailchimp data.

2.5 Field Mapping #

Manage how fields are mapped between Zoho CRM and Mailchimp:

• All selected modules are displayed with default mappings.
  
• Default field mappings are auto-applied based on related field types.
  

Customize mapping options:

• Edit mappings via dropdown menus.
  
• Add new custom field mappings.
  
• Save mappings as drafts.
  
• Reset to default mappings anytime.
  

Accurate field mapping ensures reliable and error-free data synchronization between platforms.

3. Historical Sync #

The Historical Sync feature allows bulk synchronization of records between Zoho CRM and Mailchimp.

Steps to Perform Historical Sync: #

1. Select the sync direction (as configured in Settings).
   
2. Choose the module to sync (e.g., Lists or Campaigns).
   
3. Review the number of records and the estimated time for completion.
   
4. Bulk sync up to 500 records per operation (contact support for higher volumes).
   
5. Define the date range:
   
   • Custom Date Range
     
   • Last 7 Days
     
   • Last 30 Days
     
   • Last 90 Days
     
6. Click Sync to queue records.
   

Queue Management Options: #

Start Now: Begin syncing queued records immediately.

Delete: Remove specific modules from the queue.

Refresh: Update the queue view with the latest status.

Clear Completed: Remove successfully synced records to keep the queue clean.

4. Audit Log #

The Audit Log provides a detailed and transparent record of all synchronization activities between Zoho CRM and Mailchimp.

Key Features: #

Displays sync direction, success/failure status, and record details.

Filters: Search records by module (Lists or Campaigns), record name, or date range.

Resync Option: Re-attempt syncing of failed records directly from the audit page.

Error Insights: View detailed JSON error messages to identify and troubleshoot sync issues.

Export & Download:

Download JSON files of failed records.

Export the complete audit log for reporting and compliance.

With comprehensive traceability, the audit log ensures you have full visibility and control over your integration activities.

5. Getting Lists from Mailchimp #

The first step in using the integration is pulling your Lists from Mailchimp into Zoho CRM.

Steps to Get Lists from Mailchimp: #

1. Go to the Sync tab in the integration settings.
   
2. Click Get List from Mailchimp to retrieve the available lists from your Mailchimp account.
   
3. The system will display all the lists available in Mailchimp along with the number of subscribers.
   
4. Select which lists you want to sync with Zoho CRM.
   

Once the lists are pulled, you can easily manage subscribers, segments, and campaigns within Zoho CRM, ensuring that your customer data is always aligned.

To Sync your campaigns, first get your campaign from mailchimp. Map the campaign fields and click on sync campaign.

With this integration, you can synchronize your marketing campaigns and customer lists between Zoho CRM and Mailchimp efficiently, eliminating the need for manual data management and ensuring consistency across both platforms. Whether you’re managing subscriber lists, sending campaigns, or analyzing performance, this integration provides a seamless solution for email marketing and CRM management.

6. Manage Lists #

To effectively manage your lists, navigate to the Lists tab. Here you can add groups, segments, tags, and webhooks right inside a Zoho CRM.

Bulk Subscribe and Bulk Unsubscribe

You can also bulk-subscribe and bulk-unsubscribe the Mailchimp audiences right inside the Zoho CRM. 

• In the detailed view of the lists, click on your desired tab, such as Related Contacts or Related Leads.
• If you select a related contact, the list of all the associated contacts corresponding to your Zoho CRM list will be displayed. You can select the bulk contact you want to sync with Mailchimp. 
• Once selected, click on the Bulk Subscribe option.
• You can also unsubscribe from any individual contact by clicking on the unsubscribe icon corresponding to that contact.
• To bulk unsubscribe contacts, first click on the bulk unsubscribe icon. All the subscribers to your Mailchimp audience will be listed. Out of that, select the contact you want to unsubscribe from. Once selected, click on Bulk Unsubscribe. 
• Thus, you can bulk subscribe to and unsubscribe from your Mailchimp record right inside the Zoho CRM.

Sync via Contacts

• In Zoho CRM, select Contacts from the side menu.
• Go to the detail view of a particular contact for which you want to sync the data with Mailchimp.
• In the detail view, select the Send To Chimp option in the top menu to sync the particular contact with Mailchimp.

Email Opt-out integration

To unsubscribe any individual record on Mailchimp, from right inside your Zoho CRM,

• Navigate to the contact or lead you need to unsubscribe from.
• On the detailed view of the desired contact, you can enable the email-opt-out field and save the update.
• Once done, that particular contact will be unsubscribed from your Mailchimp audience.

FAQ #

What is the Mailchimp integration with Zoho CRM?  #

Mailchimp integration with Zoho CRM lets you connect your CRM and email marketing platforms. This integration enables seamless data synchronization, making it easy to manage contacts, accounts, leads, Mailchimp audiences, and campaigns in both systems.

How do I set up Mailchimp integration with Zoho CRM?  #

The integration setup typically involves navigating to your Zoho CRM settings, finding the integration or apps section, and connecting your Mailchimp account. Follow the step-by-step instructions in the user guide to set up and integrate Mailchimp and Zoho CRM.

What data is synchronized between Zoho CRM and Mailchimp? #

In Zoho CRM Mailchimp Integration, contact information, lead details, account details, Mailchimp audiences, and campaign engagement data are often synchronized. This ensures that both systems have the latest and most updated information, helping you maintain consistency across your CRM and email marketing efforts.

Can I customize the synchronization settings?  #

Yes, our extension allows you to customize what data gets synchronized and how often it occurs. The intuitive configuration settings make it easy to customize which data to sync based on your unique business needs. 

How does the integration impact my email campaigns? #

The integration streamlines the process of managing contacts and leads for your email campaigns. You can target specific CRM segments directly in Mailchimp and view campaign engagement data in Zoho CRM, allowing for more targeted and informed marketing efforts.

What happens if I create or update a contact in Zoho CRM? Will it reflect in Mailchimp? #

Typically, updates made in Zoho CRM will be reflected in Mailchimp and vice versa, ensuring that your contact data is consistent across both platforms. Also, you can push any individual CRM record to Mailchimp with a single click on Send to Chimp in its detailed view.

Where can I find support if I encounter issues during the integration? #

You can make use of the product page to learn about its highlighted features. Also, you can refer to the complete walkthrough video that explains in detail everything from setting up to recording sync. To learn more about the extension, you can easily contact our support team at [email protected] for further assistance.

Is the integration compatible with the latest versions of Zoho CRM and Mailchimp? #

Yes, our extension is compatible with the information in the documentation for both Zoho CRM and Mailchimp. It’s essential to use the latest versions to ensure that you can benefit from the latest features and security updates.