MailChimp

Learn how to use the Mailchimp connecor in DBSync Cloud Workflow

Overview

MailChimp is a web-based email marketing service that helps design email newsletters, share them on social networks, integrate with services you already use, and track your results.

DBSync's Mailchimp connector is highly customizable and has the ability to connect your Mailchimp instance with additional applications like Salesforce.

You can also allow Mailchimp Connector to create new leads in Salesforce for email addresses that don’t match existing leads, giving your sales team more people to reach out to. The sales team can better understand how their leads are engaging with marketing - right within their CRM.

As a Mailchimp Member, you can also use this connector to integrate Mailchimp with other On-demand, On-premise, and SaaS-based applications.

Key Benefits

For Business Users:

• Unified Marketing Data: Syncs subscriber and campaign data automatically across platforms.

• Better Campaign Performance: Uses accurate, up-to-date customer data for segmentation and targeting.

• Improved Operational Efficiency: Removes manual processes for list management and reporting.

For Technical Teams:

• Secure API Connectivity: Uses Mailchimp’s OAuth and API key authentication for secure access.

• Flexible Sync Options: Supports bi-directional or one-way synchronization.

• Event-Driven Automation: Triggers workflows based on audience activity and campaign events.

• Automated Periodical Syncs: Automates periodical syncs like daily, weekly, and monthly for any set of selected lists.

Prerequisites

Before configuring the Mailchimp Connector, ensure the following are in place:

1. DBSync Access

   • A valid license for this connector and access to the DBSync Cloud Workflow platform.

2. Mailchimp Account Credentials

   • An active Mailchimp account with a valid username and password to access Mailchimp.

Connector Configuration

Each Mailchimp connector instance represents a connection to a specific Mailchimp account or audience. To integrate additional Mailchimp accounts (For example, separate production/test accounts), create multiple connector entries.

Quick Setup Guide

1

Login to DBSync Cloud Workflow

• Use your DBSync credentials to access the platform.

2

Add the Mailchimp Connector

• Navigate to the connectors list in the Apps pane and select Mailchimp.

3

Configure the Connector

• In the Mailchimp Connector configuration page, click Login to Mailchimp(OAuth) to start the OAuth login flow.

4

Authenticate & Approve Access

• In the verification dialog box, log in to your Mailchimp account and grant DBSync necessary permissions. DBSync securely stores the access and refresh tokens for API calls.

5

Verify Connection

• After successful authorization, your Mailchimp account name will appear - indicating a valid connection.

  

6

Once connected, Mailchimp objects will be available for use in workflows.

Features

• Two-way Sync: CRM and Mailchimp integrations use API to sync in both directions between the Mailchimp lists and CRM Leads, Accounts and Contacts modules.

• Custom Mapping: It helps to map various fields of Mailchimp to CRM fields. Apart from default fields.

• DBSync Logs: Allows the user to access a detailed log for all sync actions.

Frequently Asked Questions (FAQ)

Can I connect multiple Mailchimp accounts?

Yes, configure separate connector entries for each Mailchimp account you need to integrate.

Can this connector be used for bi-directional integration?

Yes, you can also make it uni-directional, if you choose.

Q: How frequently can we perform Integration?

DBSync can trigger data integration every minute.

Q: How does DBSync connect to Mailchimp Instance?

DBSync connects to the Mailchimp connector called Mailchimp Instance which has inbuilt API methods that open a connection to the Mailchimp application for data retrieval and data insertion.

Q: Does DBSync need to be installed on the same machine as the Mailchimp Instance?

No. Both the platforms are available through the cloud, but if required can also be installed on-premise.

Can the connector trigger workflows based on Mailchimp events?

Workflows can be scheduled or triggered via event checks, such as when new subscribers are added.

Summary

The Mailchimp Connector in DBSync Cloud Workflow enables seamless integration between Mailchimp and the rest of your enterprise systems. By providing secure authentication, flexible object support, and automated workflows for subscribers, campaigns, and engagement data, this connector helps streamline marketing operations and improve customer engagement across platforms.