Mailchimp Integration - Setup

Using the integration between Mailchimp and Membrain is a powerful capability to align your marketing efforts with your sales.

Connect Membrain to Mailchimp

  1. Go to System Setup from the profile picture (bottom left)
  2. Scroll down to the Integrations area and click on the Mailchimp link
  3. Add your Mailchimp API key and click save

Sync List

Membrain syncs with one Mailchimp Audience/List, before proceeding please select that Audience/List.

What to Sync

Mailchimp to Membrain

You can setup Membrain to automatically import contacts from Mailchimp when they appear in specific lists and also either set a label on them or automatically add them to a Prospecting Process or Sales Process.

IMPORTANT NOTE: A contact name AND company name are both mandatory fields for contacts to be synced to Membrain.

Once you select your list, Membrain creates a Contact and Company in Membrain, then you can decide what you want to happen within Membrain based on the Action you select.

Membrain to Mailchimp

Membrain can automatically create contacts in your Mailchimp account. Membrain will attempt to locate already existing contacts using the contacts email address, if a contact is not found a new contact will be created.

Fields to Sync

Syncing additional custom fields allow you to configure which additional contact information will be synced from Mailchimp into Membrain, or from Membrain to Mailchimp. In addition to contact fields, company fields, such as Owner, Process, Owner, Key, and more, can be mapped. You can also populate Company fields when a new Sales Project, Prospect or Account growth project is created.

Sync Status

A helpful area to check on the status of the sync and how each field sync is performing is the Status Area.

  • See when the sync ran last. By default, the sync runs every 3 minutes
  • Initially, you may "Run Sync Once" to test the integration, then click on "Start Sync Service" to sync fully.
  • Stop the sync at any time, and restart when ready

Updating Sync Timestamp

During the initial sync process, if the data being synced has not been modified recently, change the sync timestamps to an earlier date. To update the sync date:

  1. Disable Sync by clicking on "Stop Sync Service"
  2. Update the date on timestamp by hovering and clicking on it



  3. Save and Enable Sync Service

API Log

This log can be useful for those with a more technical background. The log lists every event related to the sync in date order and can be very useful for analyzing or troubleshooting the sync.

 

  • Click on Show Individual Logs to view logs by run dates


  • Click on Back to Main Log to go to the full view of the logs
  • Download All Logs allows you to download the entire log