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MailChimp integration


It's possible now to integrate your MailChimp account into Salestrekker. This will allow you to easily transfer contacts from new Deals to your mailing lists. You can apply filtering options in Salestrekker and export contacts to existing lists in MailChimp or create new ones right there on the spot.

To activate, go to Settings > 3rd party applications and at the bottom you will see MailChimp icon with the switch to turn on integration. When turned on you will be prompted to enter your MailChimp account details.

Turning 'Automatically synchronise contacts to:' option will allow users to choose a list in MailChimp where new contacts will automatically be synced to MailChimp.


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Make sure that you have set up the Marketing in settings per the article as well so you can use MailChimp as well

Article link on setting Marketing

Once you do that you will be able to see additional options when you go to your Contacts in Salestrekker. 

For example, manually add contacts to a specific list.  Simply use Filter, then Select contacts you would like to add by marking checkboxes in front of them, then Marketing > Add to MailChimp List


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In new dialog choose either to add selected contacts to existing list you have in MailChimp or create a new one by typing its name.


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Note: If you are using a free MailChimp account, you will be able to create only 1 list of contacts 

For more details you can checkout video bellow:





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