How to connect Zoho CRM and Mailchimp

Zoho CRM and Mailchimp – How can you connect these?

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

Zoho CRM and Mailchimp – How can you connect these?

I got Zoho CRM in the list

Zoho CRM and Mailchimp – How can you connect these?

I logged in to Zoho Plugin using CRM Credentials

Zoho CRM and Mailchimp – How can you connect these?

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’.

Zoho CRM and Mailchimp – How can you connect these?

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.

Zoho CRM and Mailchimp – How can you connect these?

Creating a new List Now in Mailchimp

Zoho CRM and Mailchimp – How can you connect these?

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

Zoho CRM and Mailchimp – How can you connect these?

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’.

Zoho CRM and Mailchimp – How can you connect these?

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’.

Zoho CRM and Mailchimp – How can you connect these?

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

Zoho CRM and Mailchimp – How can you connect these?

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’

Zoho CRM and Mailchimp – How can you connect these?

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.

Zoho CRM and Mailchimp – How can you connect these?

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

Subhajit is a Business Development Professional with ability in managing Customer Accounts and Channel Business. His specific interest is in the areas of Retail Industry and eCommerce, Multichannel eRetail and ERP Systems.

Transform Your Business

APPSeCONNECT can help you accelerate your path to success by seamlessly integrating your applications

Get a 30-Day FREE Trial

x x