Zoho CRM and mailchimp, both solutions are very popular in its own segment. But often people need a connection between these two. For example, I am using both Zoho CRM and Mailchimp. I don’t want to copy information of one portal into another and as a simple solution I will search for an integration between these two, let’s see the best ways to do it.

Integration from Mailchimp

I logged in to my Mailchimp Account. Goes to Account -> Integrations tab

I got Zoho CRM in the list

I logged in to Zoho Plugin using CRM Credentials

Once I logged in successfully, I can test the connection and if connection is successful, I can see my Zoho CRM Contacts (some samples) which can be imported to Mailchimp. And I can also see that the status showing as ‘Connected’.

I am not able to see any ‘Import’ or such button, so I return to my ‘List’ section in mailchimp and found it blank. That means no Zoho CRM ‘Contacts’ has been added yet. So I click on ‘Create List’ and lets check if Zoho CRM contacts can be imported in this way.

Creating a new List Now in Mailchimp

Now let’s try to import data in the list, and let’s see if we can add data from Zoho CRM

Out of the 3 options provided I will choose the last option ‘Integrated Service’ and from the list will click on Zoho and click ‘Next’.

As I have established a successful connection with Zoho, it is showing me ‘Successfully Connected with Zoho’ and I need to choose the field which data I need in Mailchimp and click on ‘Next’.

Any data mismatch or skipped columns will be shown to me. As I data to be imported showing perfect, I click on ‘Next’.

Now in the last step Mailchimp showing me a review of my import before finishing the task. Check the no. of columns, list, etc. and click on ‘Import’

The import operation might take a while, depending on the no. of Zoho Contacts. In my case it took about 3 minutes to import 2724 Contacts which I guess is a decent number. And now all my Zoho Contacts are in Mailchimp.

So in this way I can connect my mailchimp with Zoho CRM using Zoho CRM Plugin. But through this I am only able to import Zoho CRM Contact’s Data.

Subhajit Goswami VP Business Development

Subhajit Goswami is VP of Sales at APPSeCONNECT, with over a decade driving revenue and partnerships in enterprise integration and ERP. A consultative sales leader specializing in SAP Business One, multichannel eCommerce, and channel growth, he has represented APPSeCONNECT at global forums including the SAP Partner Summit for SME. Subhajit writes on ERP-driven sales, B2B commerce, and helping businesses scale through smart integration.

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Integration from Mailchimp

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