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Mailchimp Synchronisation
Mailchimp Synchronisation

Learn more about the Contact sync from the CRM to Mailchimp

Arthur Ashdown avatar
Written by Arthur Ashdown
Updated over a week ago

For information on setting up Mailchimp for the first time, check out this guide.

Contacts Missing in Mailchimp

When importing Contacts to Mailchimp, you need to set which Company Types and Contact Roles for the contacts you want to be synced. The number of contacts shown that fit the Company Type and Contact Role criteria also includes those who are 'Unsubscribed', which means their Email Flag is set to 0.

These unsubscribed Contacts won't be imported in the first import, but will be brought in with subsequent imports if they've been updated. For Contacts to be imported in the first run, their Email Flag should be set to 'Yes'.

After the initial import, subsequent syncs will run every 15 minutes. This will get a list of CRM Contacts that have been updated since the previous import, and then update/create these in Mailchimp. If an unsubscribed Contact has been updated, it'll be imported to Mailchimp, but will be marked as Unsubscribed.

When a contact is updated in MailChimp via an Admin or User action, this will trigger a webhook to then update that contact in the CRM. Currently there is no handling for contacts being updated in MailChimp via an API action such as a third party integration (Shopify).

The CRM will also filter out Contacts if they don't have an email address.

Contact Synchronisation

When a CRM Contact is created in Mailchimp or is linked to an existing Mailchimp Contact, there are certain CRM fields that we will be populated in Mailchimp. The fields below are CRM fields which should be reflected in Mailchimp:

  • Contact Primary Email Address

  • Contact Email Subscription Status

  • Contact First Name

  • Contact Last Name

  • Contact Role

  • Contact Industry

  • Company Name

  • Company Group Name

  • Company Type

  • Order Warning Days

  • Company RFM Categorisation

  • Company Account Manager Name

  • Company Account Manager Email

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