Connect Mailchimp to send people from Pipeline CRM to your Mailchimp lists, and see campaign opens, clicks, and bounces on each person's profile.
Before you start:
- Admin permissions in Pipeline CRM
- A Mailchimp account. If you don't have one, sign up for Mailchimp.
- At least one audience (list) in Mailchimp. See Mailchimp's guide to creating an audience.
What the integration does
- Sends people you select from Pipeline CRM to a Mailchimp list.
- Adds new people to a main Mailchimp list automatically, if you turn on a Primary List.
- Syncs three fields: Work Email, First Name, and Last Name.
- Shows Mailchimp campaign opens, clicks, and bounces on each person's profile.
- Lets you manage double opt-in and welcome email settings for each list from Pipeline CRM.
The sync is one-way, from Pipeline CRM to Mailchimp. Changes and unsubscribes in Mailchimp don't come back to Pipeline CRM.
Connect Mailchimp (admin)
- Click Settings in the lower-left corner.
- Go to Other > App Store.
- Find Mailchimp and click Learn More.
- Click Connect My Pipeline Account with Mailchimp.
- Sign in with your Mailchimp credentials.
Pipeline CRM only sends Work Email, First Name, and Last Name. If your Mailchimp audience requires any other field, people won't sync. Remove the requirement in Mailchimp before exporting.
Add new people to a list automatically
- In the Mailchimp integration settings, turn on a Primary List.
- Choose the Mailchimp list new people should join.
- Choose your double opt-in and welcome email options.
From then on, every new person created in Pipeline CRM is added to that list.
Send selected people to Mailchimp
- Skip picking a Primary List.
- Go to the People tab.
- Filter the list to the people you want to send.
- Tick the checkbox next to each person.
- In the bulk actions bar at the bottom of the screen, select Export to Mailchimp.
- Choose the Mailchimp list.
See campaign results on a person's profile
After you send a campaign from Mailchimp, a Mailchimp section appears on each person's profile. It shows:
- The campaigns sent to them
- Whether they opened or clicked
- Any bounces
Use it to follow up with the people who engaged.
Manage your Mailchimp lists
- Open the Mailchimp integration settings.
- Click Your Mailchimp Lists to see every list connected to Pipeline CRM.
- Set the double opt-in and welcome email options for each list.
If a list is missing, click Update my lists from Mailchimp! in the integration settings.
FAQs
What does double opt-in do? New subscribers confirm their signup by email before they join the list. That helps with compliance and deliverability.
Why can't I see my list when exporting? The list hasn't been pulled in yet. An admin can click Update my lists from Mailchimp! in the integration settings.
Why didn't my export reach Mailchimp? Usually a field your Mailchimp audience requires is empty in Pipeline CRM. Remove the requirement in Mailchimp, or fill in the missing data.
Do unsubscribes in Mailchimp update Pipeline CRM? No. Update the person in Pipeline CRM yourself.
Where can I get help with Mailchimp itself? Visit the Mailchimp Help Center.
Need help? Contact support at customercare@pipelinecrm.com.