What the Mailchimp Integration Does

• Seamless Contact Export: Easily export selected contacts from Pipeline CRM to Mailchimp with just a few clicks.
• Automated Contact Sync: Set a Primary List in Pipeline CRM so that new contacts are automatically added to your Mailchimp list.
• Essential Contact Information Transfer: Automatically transfers key contact details—work Email, First Name, and Last Name—from Pipeline CRM to Mailchimp.
• Campaign Engagement Tracking: After sending campaigns via Mailchimp, view engagement metrics like opens and clicks directly within each contact’s profile in Pipeline CRM.
• List Management: Manage your Mailchimp lists within Pipeline CRM, including setting double opt-in confirmations and welcome email preferences.

Getting Started: How to Connect Pipeline CRM to Mailchimp

1. Create a Mailchimp Account: If you don’t have one, sign up at Mailchimp.
2. Access Account Settings: Go to your Profile > Account Settings > App Store
3. Find the Integration: Search for “Mailchimp,” and click “Learn More.”
4. Connect Accounts: Click “Connect My Pipeline Account with Mailchimp” and enter your Mailchimp credentials.

⚠️ Please Note
If you haven't created any MailChimp lists yet, you must do so in MailChimp.
For more details on creating an Audience, please take a look at the information provided by MailChimp here. If you require more help, please contact MailChimp.

📤 Exporting Contacts to Mailchimp

Option 1: Set a Primary List

Enable a Primary Email List to automatically add new People from your Pipeline account. This keeps your master list updated without manual adjustments in MailChimp. You can choose your list and set  double opt-in confirmation and welcome email preferences.

Option 2: Export Manually

1. Filter Contacts: In the People tab of Pipeline CRM, apply filters to select the desired contacts.
2. Select Contacts: Use the checkboxes to choose specific contacts.
3. Export: Click “More” > “Export to Mailchimp,” then select the appropriate Mailchimp list.

📈 Tracking Campaign Performance

After sending a campaign, a new Mailchimp section appears in each contact’s profile, showing:

• Campaigns sent
• Open status
• Click-through status
• Bounce information

This data can help inform follow-up strategies and help understand contact interactions.

View your MailChimp Lists

Here you can view all lists imported from MailChimp to Pipeline. Select the double opt-in confirmation and welcome email preferences for the MailChimp lists you want to use with your Pipeline account.

If the MailChimp list does not appear in the email list dropdown, an Admin will need to click on Update my lists from MailChimp!

❓ Frequently Asked Questions

How does double opt-in work?
Learn more about double opt-in
Double opt-in requires new subscribers to confirm their sign-up before being added to your Mailchimp list—helping improve deliverability and compliance.

Why can’t I see my list when exporting to Mailchimp?
This usually means your Mailchimp lists haven’t been synced properly. An Admin must log into Pipeline CRM, refresh the integration, and enable the lists you’d like to use.

Why did my export fail to reach Mailchimp?
Exports can fail if Mailchimp list fields (like phone or company) are marked as required but don’t have data in Pipeline CRM. You can remove the field requirement in Mailchimp or ensure the data is filled in beforehand.

How do I get help from Mailchimp directly?
Visit Mailchimp’s Help Center
They provide searchable guides, troubleshooting tips, and direct support options if you have a Mailchimp-specific issue.

Are unsubscribes in Mailchimp reflected in Pipeline CRM?
No, they aren’t automatically synced. If a contact unsubscribes in Mailchimp, you’ll need to manually update their status in Pipeline CRM to keep records accurate.

If someone unsubscribes from one Mailchimp list, will they be unsubscribed from others?
No, unsubscribes apply only to the list they opted out of. You’ll need to manage unsubscribes on a per-list basis.

Do updates in Pipeline sync with Mailchimp?
Not automatically. The integration supports one-way syncing (from Pipeline to Mailchimp), so if you update or delete a contact in Pipeline CRM, you’ll need to manually reflect that in Mailchimp too.