MailChimp is a powerful bulk email marketing service. We offer a direct integration with them that allows you to:

  • Push new and existing LeadSimple leads into a MailChimp list.

  • Pass MailChimp subscriber activities (sends, opens, clicks) into LeadSimple

  • Sync LeadSimple lead activity with MailChimp (stage, source, assignee, pipeline (aka lead type), status)

STEP 1: Import MailChimp subscriber activity

Click on the Integrations link under Settings.

Click the MailChimp tab.

Click on the button that says "Connect MailChimp account".

Next you will be taken to a page where you need to enter your MailChimp login credentials.

After you complete this step your MailChimp subscriber activity (sends, opens, clicks) will now be imported into LeadSimple for any contacts that are shared between both systems.

STEP 2: Sync your leads with MailChimp

On the MailChimp integration page you will now see your MailChimp account is connected.

Select the LeadSimple pipeline that you want to push into a specific MailChimp list.

Once you have selected the LeadSimple pipeline (aka Lead Type) and MailChimp list you would like to connect to each other, the contacts in the pipeline you selected will all be pushed into the MailChimp list you selected. Note that this is a one way push.

Keep in mind that only leads with Email addresses would be pushed to MailChimp.

Additionally, new merge fields will be created inside of MailChimp in order to store the following information about each subscriber:

  • LeadSimple Stage

  • LeadSimple Source

  • LeadSimple Assignee Name

  • LeadSimple Pipeline (or Lead Type)

  • LeadSimple Status

Note the difference between stage and status. Stage refers to the exact stage a lead is in at any given point in time. Status refers to the category that the leads stage falls in. There are 5 statuses a stage can fall into: Active, nurturing, won, lost, invalid.

You can view these new merge fields by logging into your MailChimp account and going to the "List fields and |MERGE| tags" page found under the settings tab when viewing a specific list.

Once your MailChimp account has been connected with LeadSimple you will be able to keep track of any communication being sent through MailChimp.

The activity would say "MailChimp sent ‘<subject line of email’" which is always helpful to be able to keep track of all types of communication with your leads.

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