Mailchimp CRM Integration
Sync CRM contacts with Mailchimp audiences and trigger campaigns based on real deal activity, not static lists.
Generic Mailchimp integrations dump your entire contact list into an audience and hope for the best. We build a direct connection that segments your Mailchimp audiences based on real CRM data (deal stage, purchase history, last interaction, custom fields) so your email campaigns hit the right people at the right time. No Zapier in the middle. No per-contact sync fees. Just a clean pipeline from your CRM to your campaigns.
What We Connect with Mailchimp
Specific data points and features we sync between Mailchimp and your custom CRM. Not a generic connector that maps name and email and calls it done.
- CRM contacts synced to Mailchimp audiences with smart segmentation
- Deal stage changes triggering targeted email sequences
- Mailchimp campaign engagement data (opens, clicks) visible on CRM contact records
- Tags and custom fields mapped bi-directionally
- Unsubscribe and bounce events reflected in CRM contact status
- Revenue attribution from Mailchimp campaigns tracked in CRM deals
How It Works
We connect to the Mailchimp Marketing API and build event-driven sync logic tied to your CRM workflows. When a contact enters a specific deal stage or meets criteria you define, they're added to the right Mailchimp audience with the right tags. Campaign engagement data flows back into your CRM via webhooks so your sales team sees email activity alongside deal history. Unlike template integrations that sync everything or nothing, we give you granular control over exactly what data moves and when.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Mailchimp integration that no pre-built connector can offer.
Segment email audiences using real CRM data, not manual list exports
Trigger campaigns from deal activity, not just form submissions
See who opened what, directly on the CRM contact record
No middleware subscription sitting between your CRM and Mailchimp
Unsubscribes sync automatically, with no compliance gaps
Custom segmentation logic that matches your sales process exactly
What Our Clients Say
“Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.”
Daniel Kim
Operations Lead, Summit Legal Consulting
Denver, CO
“We went from managing 200 client relationships across 4 different systems to one unified platform. Our advisors can finally focus on advising instead of admin work.”
Thomas Nakamura
VP of Client Services, Pacific Coast Capital
Seattle, WA
“Member management, class scheduling, and personal training bookings in one system. Automated check-ins flag at-risk members before they cancel. Retention up 22%.”
Jake Morrison
Owner, Iron City Fitness
Pittsburgh, PA
“Managing relationships with hotels, activities, and transportation providers alongside our client bookings. One unified system instead of five separate tools.”
Janet Kim
Owner, Pacific Rim Tours
Honolulu, HI
“Seasonal workforce, multiple crop cycles, buyer requirements. It's complex. Our CRM handles all of it and integrates with our invoicing system. No more Excel chaos.”
Maria Gutierrez
Sales Director, Valley Fresh Produce
Salinas, CA
“Client review meeting prep used to take 2 hours per meeting. Now the CRM generates a complete client brief with portfolio changes, life events, and action items in 5 minutes.”
Arthur Simmons
Founder, Simmons Wealth Management
Scottsdale, AZ
“Wholesale and DTC in one system. Our sales reps see retail accounts and our marketing team sees consumer data. Same platform, different views. Exactly what we needed.”
Alex Drummond
COO, Fresh Coast Coffee
Grand Rapids, MI
“Pet parent communication is everything in our business. Vaccination reminders, post-surgery follow-ups, and wellness plan tracking all automated. Our clients feel cared for.”
Dr. Rachel Green
Veterinarian, Paws & Claws Animal Hospital
Raleigh, NC
Ready to Connect Mailchimp with Your CRM?
Book a discovery call and we'll walk you through exactly how Mailchimp will integrate with your custom CRM: direct API, no middleware, built for your workflow.