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Coeffection

Mailchimp Integration

Push CRM audiences built from Smart Lists to Mailchimp for targeted email campaigns. Engagement data — opens, clicks, bounces, and unsubscribes — flows back automatically so your sales team always has up-to-date contact activity.

Prerequisites#

  • Mailchimp account (free or paid tier).
  • Verified sender domain in Mailchimp (otherwise campaign deliverability is limited).
  • Coeffection role with integrations:manage permission.

Connecting Mailchimp#

  1. Go to Admin Settings → Integrations → Mailchimp.
  2. Click “Connect Mailchimp”.
  3. Sign in to Mailchimp via OAuth and grant access to audiences + campaigns.
  4. Select or create a Mailchimp audience to use as the destination for CRM contacts.
  5. Push a Smart List segment to Mailchimp to begin sending targeted campaigns.

What you get#

  • Audience sync from Smart Lists — push Smart List segments to Mailchimp audiences with automatic field mapping. Contacts are added, updated, or removed as Smart List membership changes.
  • Campaign delivery tracking — see which campaigns each contact received, with delivery status visible on the timeline.
  • Open & click tracking — Mailchimp engagement events flow to the contact record via webhook within seconds.
  • Bounce handling — hard bounces flag the contact as invalid email; soft bounces increment a retry counter.
  • Unsubscribe sync— unsubscribes in Mailchimp automatically mark the contact as “do not email” in Coeffection.
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Mailchimp is best for marketing-style campaigns (newsletters, promotions). For 1:1 transactional sales emails, use Gmail or Outlook integration instead — those preserve threading and reply tracking that Mailchimp's broadcast model strips.