Pipedrive Mailchimp Integration: 2 Easy Methods

on CRMs, Data Integration, Email Marketing, Mailchimp, Marketing Analytics, Pipedrive, Tutorials • November 10th, 2021 • Write for Hevo

pipedrive mailchimp: featured image

Pipedrive is a highly rated sales management tool designed to help small sales teams manage intricate or lengthy sales processes. It allows salespeople to focus on actions that close deals. It is controlled through a clean visual interface with powerful features such as email integration, goal tracking, reporting and forecasting. Pipedrive’s visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process. Pipedrive Mailchimp is a type of email integration.

Mailchimp is one of the most famous and used email marketing software in the world. Founded in 2001 by Ben Chestnut and Dan Kurzius, Mailchimp has now more than 20 million users and its valued $4.2 billion. Here’s why it’s a good starting point for beginners: It’s easy to use, It has all the necessary features, It’s reliable and It’s free to start with.

This article provides two methods for Pipedrive Mailchimp Integration.

Table of Contents

What is Mailchimp?

pipedrive mailchimp: mailchimp logo
Image Source: sm.pcmag.com

Mailchimp is a comprehensive email marketing platform that fulfills all your requirements of email correspondence with customers, affiliates, and other stakeholders. Unlike many other all-in-one marketing and automation platforms, Mailchimp is a web-based application. This means you can use it just like a website on any web browser without needing to download and install a heavy software program on your devices.

Apart from facilitating your email marketing with its logistical resources (mailing list management, template creation, segmentation, automation, etc.), Mailchimp also offers analytical features so that you can determine how you have been faring with your email.

Mailchimp is free software (that costs money once your subscriber list gets larger) where you can create, send and manage newsletters. Let’s define a few terms before we go any further:

  • Subscriber: This is someone who’s said “yes” to wanting to receive emails from you. This is typically done when they sign up for your list from a form on your website or if they purchase a product from your digital store.
  • Mailing-list: this is where subscriber email addresses are stored, think of it as a group of people who’ve opted into getting emails from you.
  • Newsletter: this is a type of email you send from Mailchimp to your list. Newsletters can be either campaigns or automation.

Mailchimp works by letting you send infinite newsletters to infinite subscribers, which is useful because email providers like Gmail, Hotmail, and Yahoo limit how many people you can send emails to at any given time (typically about 20 people). Where Mailchimp is useful is that you can send to hundreds or even millions of people at the same time, the only limit being how many subscribers you’ve got on your list currently.

Features of Mailchimp

Established Business and Committed Founders

Going with a fledgling startup is always a risk because it might fold at any moment.

There’s something called Lindy Effect. It is a theory that says that the future life expectancy of a non-perishable thing is proportional to its current age. So, for example, if a company has been in business for one year, you can expect it to be in business for one more year, but if a company has been in business for 18 years like Mailchimp, you can expect it to stay in business for another 18 years.

This is an important consideration because an email marketing software provider going bust would disrupt your email marketing efforts which might cost you a lot of money in lost revenue.

Easy to Use, Has All the Necessary Features, Is Reliable

18 years in business also means that Mailchimp has a polished product.

Sure, the software is always a work in progress, but they have had the time to work out the user interface (though some would argue that there’s a lot of space for improvement there since learning how to use Mailchimp can take some effort), add necessary features, and ensure deliverability.

Free to start with

With MailChimp, you don’t have to pay anything until you reach 2,000 email subscribers, at which point you are probably making enough money from your list to justify the expense of upgrading to a premium plan.

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What is Pipedrive?

pipedrive mailchimp: pipedrive logo
Image Source: pipedriveassets.com

Pipedrive CRM is a leading pipeline CRM service that seeks to make the sales and relationship-building process more efficient than ever. Pipedrive helps you easily import your leads, assign them to your salespeople and move them through different stages of the sales cycle.

Pipedrive is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive’s proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices. One capability that might be especially attractive to most small to midsized businesses (SMBs) is Pipedrive’s ability to visualize the sales process from start to finish. This can improve both efficiencies and cut through a lot of second-guessing within teams, which is often the main reason CRM implementations fail.

Pipedrive is entirely customizable. That means that you can establish your own unique sales processes and patterns without having to fall back on any default standards. One of the significant driving benefits of using Pipedrive lies in its incredible flexibility.

Features of Pipedrive

Pipedrive boasts a number of great features that sales teams are likely to find useful:

  • Build, label, and manage your own custom pipelines and process stages
  • Track your complete contact history from start to end
  • Pull leads from chatbots and email forms and through integrations (eg: Salespanel)
  • Track communications and have full visibility
  • Get complete control over your business data and sales paths
  • Automate tasks with Pipedrive and its integrations
  • Automate lead sourcing and build relationships

Crucially, Pipedrive provides the above features and more with efficiency, thanks to a user-friendly UI.

Pipedrive Mailchimp Integration

pipedrive mailchimp integration: pipedrive and mailchimp logo
Image Source: pipedriveassets.com

Pipedrive Mailchimp Integration lets you send personalized, well-targeted emails to specific lists of customers from Pipedrive. pipedrive Mailchimp Integration Simply requires you to define your segment criteria in Pipedrive, and click on the Mailchimp button at the bottom of the list to export the contacts into Pipedrive Mailchimp.

Understanding the importance of pipedrive Mailchimp integration, the setup process is far easier than before. Instead of a cumbersome copy/paste of API keys from one tool to another, a single button can be used that quickly connects the pipedrive and mailchimp without any extra steps needed.

To set up the pipedrive Mailchimp integration, you have two options.

Pipedrive Mailchimp Integration Method 1:

Head over to Settings > Personal > Connections and click on Connect now next to the Mailchimp logo, prompting the Mailchimp login window for pipedrive Mailchimp Integration.

Pipedrive Mailchimp Integration Method 2:

Set the pipedrive Mailchimp integration up from the People list view in Pipedrive which is the place where you will export your contacts to Mailchimp afterward. If you click on the Mailchimp button in the footer, you’ll be prompted by the same Mailchimp login window as before for pipedrive Mailchimp Integration.

Move data between Pipedrive and Mailchimp

Now that you’ve set the pipedrive Mailchimp integration up, you can start creating filtered segments in Pipedrive of the contacts to whom you want to send emails.

Of course, you might want to send a Mailchimp campaign out to all of your customers, but it’s more likely that you’d want to reach a smaller, more defined segment, such as “customers who have bought before,” or customers who are “based in New York.”

First, you’ll need to create a list in Mailchimp (or use an existing one) by heading to Lists > Create List

Then, in Pipedrive, you use a filtered list based on the criteria of your segment group. Under Contacts > people, you simply apply the filter and export the contacts in that list by clicking on on the Mailchimp button in the footer.

To set up a filter based on criteria, you click on the drop-down menu in the top right-hand corner of your Contacts > People tab and select create a new filter set.

For example, if you want to include only people who have open deals with high value in your email campaign, you add the conditions that the contact has open deals, and that the deal value is more than a specified amount. Then, you click on the Mailchimp button to export those contacts.

Back in Mailchimp, you simply use that list of contacts in your campaign.

Conclusion

This article gave a comprehensive guide on Pipedrive and Mailchimp. It also provided with two methods for Pipedrive Mailchimp Integration.

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Share your experience of learning about Pipedrive and Mailchimp and pipedrive Mailchimp Integration in the comments section below.

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