MailChimp email to only filtered set of Pipedrive contacts
Is there a way to setup the contact export out of Pipedrive based on a filter to set tags in MailChimp? The aim is to create a new MailChimp mail out with the email lists provided from the CRM as the authoritive list each time.
Im only running the free version of MailChimp, however with the Pipedrive integration.
Once I do the Export to MailChimp it works fine. I cant however select the same filtered set within MailChimp to then only include these in the campaign. Export and import CSV was the only slow method I could find to create and set a new tag at the time of import.
Boris Tsibelman Posts: 998edited April 2022 #2
Try to set up the automation via Zapier0
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited April 2022 #3
@Markus Leming @Andrus Purde is this something Outfunnel can help with?0
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited January 2021 #4
Hi @Kent Plummer !
Our native integration with MailChimp only sends the name and the email address of the contacts that you filtered in Pipedrive into MailChimp, not any other fields. What you can do is create a separate segment in MailChimp that you use to identify the contacts that were brought in from Pipedrive.
Or use Zapier, like @Boris Tsibelman suggested. Check out this automation example tutorial we created: Zapier: Sending Pipedrive contacts to Mailchimp subscribers.
But the best news is this: as you probably know, we have recently added Mailigen's email marketing capacities to Pipedrive and are working as we speak to make them work as one. Feel free to try it out and give us feedback by creating a free Mailigen trial here. 🙂0
Andrus Purde Posts: 111edited April 2022 #5
@Kent Plummer check out the 2-way Pipedrive-Mailchimp integration we've built. It saves you time, plus adds benefits like syncing email activity back to Pipedrive, web tracking, lead scoring and more. Here to help if you have any questions!0
Kent Plummer Posts: 4edited April 2022 #6
Thanks all for the good advice. I'll give Mailgen a try.0
We built Target Robot - Sync with Sales to sync contacts, companies, deals, and marketing campaigns between SalesCRMs and Mailchimp. You can find it here in the Pipedrive marketplace.
Please let us know if you would like a demo or to just chat about it.