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Integrating TeamUp with Mailchimp

This guide explains how to connect your account to Mailchimp, either by exporting customers manually or by sending data automatically through Zapier.

Written by Costa Bontioti

📝 Overview

Mailchimp is a marketing automation platform you can connect to your account to power your email campaigns. This guide explains the two ways to get your customer data into Mailchimp: exporting manually, or sending data automatically through Zapier.

SuperOffice for Mailchimp - Apps for SuperOffice CRM Online

💡 You can read more about Mailchimp on their website.


🛠️ Connecting manually

You can export your customers manually with the click of a button. Head to Settings ➜ Integrations ➜ Mailchimp to get started.


⚡ Connecting automatically via Zapier

You can connect your Mailchimp account via the Zapier integration to send data automatically and populate your campaigns. Data is passed through a "zap" in Zapier.

💡 Data flows one way only - you can send data to Mailchimp, but you cannot send data from Mailchimp back to your account.

Click the arrow to learn how to set up the Zapier connection

To set up the connection:

  1. Make a new zap in Zapier.

  2. Select the app for your account.

  3. Select the Trigger Event you want to use.

  4. Verify the data contains what you need.

  5. Add any filters you need (optional).

  6. Select Mailchimp as the Action app.

  7. Build the template.

💡 Filters ensure actions only run on the items you want. For example, you might send membership-purchased data only for trial memberships, or run one zap for trial purchases and another for all other purchases. You set a condition, and the zap only continues if it's met.


✨ Zap templates

To save you setting up zaps from scratch, there are pre-made templates for some of the most common use cases:


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Can I send data from Mailchimp back to my account?

Click the arrow to see the answer

No. The Zapier connection sends data one way - from your account to Mailchimp - to populate your campaigns. It can't pull data from Mailchimp back into your account.

What's the difference between the manual and automatic options?

Click the arrow to see the answer

The manual option exports your customers with a button click whenever you need it. The automatic option uses Zapier to send data based on triggers — for example, adding new customers as subscribers as they sign up.

Where can I get help with Zapier or Mailchimp?

Click the arrow to see the answer

Mailchimp has guides for getting started with Zapier here, and you can contact Zapier for help with their platform here. As always, let us know if we can help from our side.

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