Using MailChimp in Sell

MailChimp is a marketing automation platform that helps businesses manage email campaigns and communication with prospects and customers. You can create automated marketing campaigns, create and manage mailing lists, and analyze the results.

After you integrate your MailChimp account you can add and remove the contact information for Sell leads, contacts, and deals from MailChimp mailing lists. You can also integrate with MailChimp using Zapier to, for example, sync your Sell contacts to MailChimp and create Sell leads from new MailChimp subscribers. MailChimp can also be added as a Zendesk Marketplace app that allows you to see, on your lead and contact cards, recent marketing activity from associated campaigns and subscribe or unsubscribe contacts from mailing lists.

This article covers the following topics:

• Setting up the MailChimp integration to sync Sell contact information for leads, contacts, and deals to MailChimp
• Installing the Mailchimp app
• Using Zapier to connect MailChimp with Sell

Setting up the MailChimp integration to sync Sell contact information for leads, contacts, and deals to MailChimp

You can use MailChimp in Sell to add and remove Sell contact information from MailChimp mailing lists.

To set up this integration, you need admin rights in your Sell account, a MailChimp subscription, a mailing list already set up, and you must also know your MailChimp API key.

To set up MailChimp with Sell

1. If you haven't already done so, create a MailChimp account , then create a mailing list that you'll use for syncing your Sell contacts.
   Note: When you set up a new MailChimp account, a default mailing list is created for you.
2. On the Sell sidebar, click the Settings () icon, then select Integrations > Integrations.
3. Locate MailChimp in the list of integrations, then click Enable.
4. Enter your MailChimp API key.
   Note: To generate a MailChimp API key, sign in to your MailChimp account (via your web browser), then select Account > Extras > API keys and follow the instructions for creating an API key. Copy the key that is generated.
5. Click Save.

The MailChimp integration is now enabled in your Sell account.

To use the integration

1. On the Sell sidebar, click the Contacts (), Leads (), or Deals () icon.
2. Click the Integrations dropdown menu.

   When you select one or more contacts in either the Index or Table view, you'll see Mailchimp on the list.

   

3. You can add, update, and remove leads, contacts, or contact information for deals.

   You're prompted to choose the Mailchimp mailing list that you want to use.

4. Click the list you want to use, then click Save.

Installing the Mailchimp app

Mailchimp is available as an app in the Zendesk Marketplace. By installing the Mailchimp app into your Sell account, you can see, on your lead and contact cards, recent marketing activity from associated campaigns, and subscribe or unsubscribe contacts from mailing lists.

Sell matches MailChimp records to Sell records based on email address.

You need admin rights to install apps into your Sell account (see Working with Zendesk Marketplace apps in Sell).

Using Zapier to connect MailChimp with Sell

Using Zapier to connect your Sell account to your MailChimp account allows you to automatically exchange data between the two, in the background. For example, you can automatically create Sell leads from new MailChimp subscribers (see Creating Sell leads from MailChimp subscribers) and add your Sell contacts and leads as new subscribers in MailChimp (see Adding Sell contacts to MailChimp).

These are just several examples of the ways that you can connect MailChimp with Sell. For more information about what you can do with MailChimp and Sell using Zapier, see MailChimp + Zendesk Sell Integrations.

To get started using Zapier in Sell, see Using Zapier with Sell.