Mailchimp CRM

CRM software is the need of the hour, you can not merely organize your sales and customer data but you can also build long-lasting relationships with your customers. You can grow your sales performance as well as improve customer loyalty.

One of the viable CRM integrations is Mailchimp CRM which can help you manage your referral programs effectively. It can organize all your customer data in one place by tracking the referrers and adding them automatically to the email list. 

At InviteReferrals, you can integrate your referral programs with third-party CRM software. Mailchimp enables you to pass all the campaign participants' data to your Mailchimp account and keep them synchronized for further email marketing purposes.

How to integrate InviteReferrals with Mailchimp :

InviteReferrals integration with Mailchimp allows you to send all the data of the leads on different events such as Referrer enrollment and invites, all synchronized at one integrated place. Below are the steps to integrate InviteReferrals with Mailchimp :

1. Navigate to the InviteReferrals dashboard > settings > integration > CRM.

2. Next, go to the Mailchimp CRM and click on the CONNECT button.

3. As you navigate to the below page, you can log into your Mailchimp account. This step is required to authorize and integrate your Mailchimp account to InviteReferrals.

4. Once connected, you can create a list of the customers’ data on different events such as enrollment, conversion, email contact invite, etc. in your MailChimp account.
5. Next, navigate to Edit campaign> Integration. You can edit the campaign whose data you want to send to the Mailchimp list.

6. Click on Integration to proceed further to the Third-party integration > Mailchimp CRM.  

7. You can select any events (enrollment, manual invite, conversion, etc.) and you can find the list you created in your Mailchimp account in the drop-down menu of the list field. Refer to the below image for more details. Next, Map out the fields to send the data to the list you created in your MailChimp account.

Once the fields are mapped out, click on the SAVE button and your data will start sharing into the Mailchimp account.

Follow the above steps to integrate InviteReferrals with Mailchimp.