Mailchimp Integration – Salesmate

Salesmate now integrates with Mailchimp to sync contacts and audience data seamlessly. Marketing engagement activities, such as email sends, opens, and clicks, are automatically synced to Salesmate, enabling your team to view campaign interactions alongside CRM data while managing email campaigns in Mailchimp.

Note: Only users with the Administrator profile can install the app. Other users can view synced campaign data and contact engagement from within their respective records.

How to Install Mailchimp App

Navigate to the Profile icon on the top right corner.
Click on Setup.
Head over to Apps & Add-ons.
Click on Available Apps.
Navigate to Mailchimp App
Click on Install.

Click on the Configure button.
Enter your Mailchimp API Key in the field provided and click Connect.

Note: You can find your Mailchimp API Key at: https://mailchimp.com/help/about-api-keys/

Once authorized successfully, the app will transition to the Configuration screen where you can proceed to set up your sync rules.

How to Configure Mailchimp

Step 1: Configure

This step defines how data moves between Salesmate and Mailchimp, which contacts are synced, and how conflicts are resolved.

Sync Direction: Select one of the following from the dropdown:

Mailchimp to Salesmate: One-way sync; Mailchimp is the source
Salesmate to Mailchimp: One-way sync; Salesmate is the source
Bidirectional: Two-way synchronization between both platforms

Audience Mapping: Map a Salesmate List to a Mailchimp Audience to define which groups of contacts are synced.

Create missing records in Salesmate: Automatically create new contacts in Salesmate if they don't already exist.

Note:

When "Create missing records in Salesmate" is enabled, you must also select a Default Record Owner for newly created contacts.

If duplicate rules are active for the Contacts module, they will not apply here. The email address is used as the unique identifier for matching.

How to solve data conflict:

This setting determines which platform acts as the source of truth when a contact exists in both systems with conflicting field values.

Salesmate: Salesmate data overwrites conflicting values in Mailchimp
Mailchimp: Mailchimp data overwrites conflicting values in Salesmate

Step 2: Field Mapping

This step ensures data populates the correct fields across both platforms.

The Field Mapping Table displays Mailchimp Fields alongside their corresponding Salesmate Fields.

Once Step 2 is complete, review your configuration and click Start Sync to begin the initial sync.

Once the initial sync is complete, the Mailchimp App Detail screen serves as the central hub for the integration.

Audience Actions (hover or menu):

View Members: Opens a list of all contacts within the synced audience pair, showing Name (click to open quick view), Email, Subscription Status, and Last Updated date
View Field Mapping: Opens a modal showing the field-to-field mapping defined for that audience
Sync Now: Manually triggers an immediate sync based on the configured rules
Delete Sync: Permanently removes the sync connection for that audience pair
Export Failed Records: Downloads a CSV of records that failed to sync, along with the reason

How to Reauthorize Mailchimp

Click the Reauthorize option in the Mailchimp app screen
You will be redirected to the Mailchimp Installed App screen
Enter your new valid API key and click Connect
- A valid key will successfully reconnect the account and resync all audiences to catch any updates missed during the downtime

How to Remove/Uninstall Mailchimp App

To Uninstall / Remove:

Navigate to the Profile icon on the top right corner
Click on Setup
Head over to Apps & Add-ons
Find Mailchimp App under Installed Apps.
Click Remove

A confirmation dialog will appear. Removing the integration will stop all syncing but will not delete any contact or campaign data already present in Salesmate.

Search

Mailchimp Integration Follow