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iEnterprise CRM facilitates an easy way to manage and track your MailChimp campaigns.  You can build new list or update existing list by copying or moving Leads or Contacts to these lists.

Info

Please note that MailChimp is available only with the Unlimited version

How to enable MailChimp Integration

1.  Click Setup

 from

 icon from the Toolsbar and select 

Global Settings

Integrations.

2.  Click

Integrations on the left panel.3.  Click

on the  MailChimp

Settings tab

 tab

4

3.  Click Enable MailChimp Integration checkbox.

5

4.  Notice that "Connect with MailChimp"

button

section now displays.

6

5.  Click Save button if you want to do the connection later or continue steps below. (Start with step

4

3)

7

6.  iCRM is now ready to Connect to MailChimp


Anchor
mailchimpconnect
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How to connect to MailChimp

1.  Click Setup

 from

 icon from the Toolsbar and select 

Global Settings

Integrations.

2.  Click

Integrations 

on

the left panel.3.  Click on

the  MailChimp

Settings tab

 tab.

4

3.  Click Connect

to MailChimp button

 button.  

5

4.  On the MailChimp Login page that opens, enter your MailChimp Username and Password.

6

5.  Click

Sign in

Login button.

6.  MailChimp Authorization screen opens, click Allow

7.  Status is updated to "Connected as..

". 8 

and Disconnect button displays.

Other information such as Accountname, User Type and Email display.

8.  Click Save button.

9.

Your iCRM is now integrated with MailChimp.

Note: Mapping can be done later.


Info
titleMapping

The mapping table below the integration page can be used if you have a custom fields on MailChimp and you want to copy over information from your iCRM Leads or Contacts.

This must be set prior to running Copy / Move to MailChimp Automation.


Tip
title
Recommended
Possible Next Step

MailChimp is now added under Tools on Contacts and Leads modules.

Here is a link to Adding to MailChimp List

Here is a link to How to Run a Campaign

.





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