Mailchimp Extension for Zoho CRM 

Introduction

Integration of Zoho CRM and Mailchimp helps you to sync your Campaigns, Audience, Subscribers, etc between Mailchimp and Zoho CRM bidirectionally. You can schedule a sync to perform automatically in a periodic manner or trigger an instant sync whenever you want. The sync is performed securely with Mailchimp API 3. 

Installation Process

Install the extension by visiting your CRM account and clicking on the Marketplace from the menu. In the marketplace, you can search for the extension (Mailchimp Extension for Zoho CRM) and install it. Before installing the extension, enter the portal name and agree to the terms and conditions of Zoho marketplace. Now click on continue >> Continue to Install. Now choose Users or Profiles from the given option. You can give access only to admins or for all the users or you can select particular users. After selecting, click the ‘confirm’ button. Once you complete the installation process, the module ‘Mailchimp and Mailchimp Audience‘ is available in your Zoho CRM.  Click on the icon and select the Mailchimp module. zoho-mailchimp Now, you will be taken to the Mailchimp Dashboard.  Dashboard

API Configuration

Your mailchimp account is configured with secure Mailchimp API v3. To integrate your Mailchimp account in CRM.

Connect to Mailchimp

Go to Zoho CRM -> Mailchimp -> Settings -> Edit Edit Option
  • Provide your Mailchimp API key.
    • To get your Mailchimp API key, you need to login to your Mailchimp Account.
    • Click on your profile icon at the bottom of the main page and choose profile.
    • Now, click on the extras from the menu and choose API Key.
    • If you are a new user then click on the “Create A Key” button. If you already have an account then you just copy and paste the API key. 
  • Enable / Disable Sync Contacts, Sync Leads and Sync Accounts to Sync Contacts, Leads and Accounts data between Zoho CRM and Mailchimp.
  • Enable ‘Retrieve data from Mailchimp if record is deleted in CRM ?’ to get back your data from Mailchimp if it is deleted in CRM.
  • Set the default module to sync all your records only as Contacts, Leads or Accounts.
  • Enable ‘Sync Campaign and the members who received it?’ to sync the Mailchimp Campaigns to Zoho CRM with an email list.
  • Enable / Disable the ‘Allow sync Mailchimp record with Zoho’ to sync the records from Zoho to Mailchimp.
  • Enable ‘Allow sync to Mailchimp when the record is created or Updated in Zoho’ to automatically sync whenever the record is edited in Zoho CRM.
You can also choose the language in the Multilingual Support section. Here you have three languages that are listed here.
  • English
  • French
  • German
Once you have selected the language click on Updated Language. Mailchimp API If you want to reset the Mailchimp API configuration that is stored in the Zoho CRM go to the Reset Mailchimp section and click on the ‘Reset Mailchimp’. Resetting Mailchimp will delete your audience list, but won’t affect contacts that you have synced with it.

Connect to Zoho 

Connect your lists to Zoho CRM by navigating to Zoho CRM -> Select Mailchimp from the menu -> Settings -> Connect to Zoho.  Connect to Zoho

Records Synchronization

You can sync your records in different modes between Zoho CRM and Mailchimp. Navigate to Mailchimp Audience -> Select Sync from the menu list. Mailchimp
  • To sync your subscribers to Mailchimp, click on the Get List from Mailchimp button in the lists section. 
  • After getting the lists, you need to perform mapping ***Link “Field Mapping”*** for all the modules in order to sync all your subscribers. 
Subscribers
  • Now, choose the audience from the drop down and click on Sync Subscribers.
  • You can refresh the list of items by clicking the 🔄 icon.
  • Sync via lists
    • Click on the list from the top menu. Here you can view all your lists details.
    • To view the complete details of a particular list, click on the EYE icon.
    • Now you can make changes (ie, Edit or Delete) in your record and sync all your changes that you have made in a particular list just by clicking Send Changes to MailChimp.
Mailchimp send changes
  • Sync via Contacts
    • In Zoho CRM, select Contacts from the top menu. 
Mailchimp sync
  • Go to the detail view of a particular contact in which you want to sync the data with Mailchimp.
  • In the detail view, select the Send Contacts option in the top menu to sync the particular contact with Mailchimp.
  • Sync via Scheduler
    • Synchronization of records from Mailchimp to Zoho CRM can be automatically done every five minutes via cron. 
Mailchimp contacts

Workflow

By using conditional workflows, you can synchronize all your records automatically. Mailchimp workflows
  • Go to Mailchimp -> Workflows.
  • Click on the Create New button in the top right corner.
  • Provide the workflow name and select the module for which you want to sync records.
  • Now, add the conditions in order to sync your records.
    • All Conditions – All conditions must be met
    • Any Conditions – Must satisfy at least one of the conditions
  • Select Lists to Add Records  – Select all the lists for which you need to perform the conditions to sync from Zoho to Mailchimp.
  • You can also remove the set of lists by using conditions 
    • All Conditions – All conditions must be met
    • Any Conditions – Satisfy at least any one of the conditions
  • Select Lists to add Records to – Select all the lists to remove the record from Zoho CRM.
  • Once completed, click on Save.

LISTS

To view the lists details click on Lists from the menu in Mailchimp. Also, you can see the details of all the synced contacts by clicking on the Mailchimp Audience. Mailchimp add groups
  • Now click on the EYE icon to view the record details of a particular list.
  • In the detail view -> click on Summary.
  • Here you can add Groups, Tags, Segments and Webhooks. Also, you can view the list growth history right from here.
    • To Add Groups
      • Click on the Add Groups button in the top right corner.
      • In the Add Groupings pop up, enter the category name of the group and choose the form field type. 
      • You can add more than one group name by clicking Add Group.
  • To Add Tags 
    • In the Add Tag pop up, provide the Tag name to label your contacts.
  • To Add Segments
    • Select the Add Segment button. 
    • Now, create a segment name and set a condition to filter contacts depending on the information that is available in your audience. You can also add more than one condition. Once done, click on Save.
  • To Add Webhooks 
    • Click on the Add Webhook button. Provide the Callback URL in the required field. Add the URL of the application where you want to send a webhook request. This will receive every notification about your Mailchimp Audience. 
    • Select the checkboxes next to ‘what type of updates should we send?’ – The chosen events will trigger your Mailchimp Audience.
    • Also, select ‘Only send updates when a change is made – you can trigger an event when a change is made only by a subscriber or an account admin or via API. 
    • To save your new webhook.
  • List Growth History
    • This chart will show you the detailed history of the list growth. It includes Existing, imports, Subscribed, Unsubscribed, Reconfirm, Pending, Deleted list details. 
    • Click on the ≡ icon, here you have several options like View in full screen, Print chart, Download PNG Image, Download JPEG Image, Download PDF Document, Download SVG vector image, Download CSV, Download XLS and also you can view data table. 
  • Related Leads, Accounts, Contacts and Campaigns will be assigned according to the default module you have selected.

FIELD MAPPINGS

  You can sync all your records by mapping the fields.
  • Go to Mapping from the module list.
  • Select the list of Mailchimp from the drop down.
  • By default, you are provided with a set of mapped fields. (Eg: First Name, Last Name)
  • Now, map the related fields for all the modules in Zoho CRM (Leads, Contacts and Accounts).
  • Once mapping is completed, click on the Save button.
  • Mapping will be automatically performed for Campaigns.

LOGS

In Zoho Mailchimp Integration, you can monitor every record that is synced. Select Logs in Zoho Mailchimp Integration and see the status of your record that you have synced.

Dashboard

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 list growth of your audience and preview your campaign.    Dashboard
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