How to: Integrate Zero BS CRM with MailChimp

Zero BS CRM wrote this on July 28, 2017

MailChimp is the most popular and easy to use email marketing software. When you’re running your own CRM if you’re not also using email marketing you’re missing out. This ‘How To’ looks at how to integrate your Zero BS CRM with MailChimp, and some reasons why you should be doing so.

So, you’ve got your Zero BS CRM setup and are adding leads and customers. You’re building your business but you need a way to use email marketing solutions. Using something like MailChimp lets you send communications to your customers and track who opens, clicks and purchased based on what you send them.

It’s the perfect companion and the most popular email marketing platform.

Step 1: Download and Install the MailChimp ZBS extension

You can download the extension from here.  Once you’ve installed and activated the extension you’re ready to set it up and start sending your new Leads and Customers to your MailChimp email list.

Step 2: Enter your MailChimp API key into the settings

You can find your MailChimp API Key by following the mailchimp guide here.

Step 3: Choose which list you want to subscribe people to

We use a ‘ZBS CRM’ list and then as soon as we have a new customer or lead added to the list they’ll start receiving our email automations. This is a great way to onboard your CRM users and send them targeted communications.

What else do I need to know?

This is a super simple integration to start adding your Zero BS CRM customers to your MailChimp list. It’s important to consider double opt ins for people who you add via the API 🙂

That’s all for this integration post. If you have any other integrations you’d like to see, drop us an email.


Posted July 28, 2017

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