Published at: 2025-10-30

MailChimp Connector Implementation Guide

1 Documentation Guide

The integration between ShareCRM and MailChimp enables synchronization of ShareCRM Contacts to MailChimp. After MailChimp creates campaigns for email marketing, the corresponding campaign and email marketing report data can be synchronized back to ShareCRM. This allows customers to centrally manage contacts, campaigns, and campaign performance within ShareCRM.

This document includes three sections: pre-sales materials, implementation configuration, and FAQs. Target audience: Implementation consultants, technical consultants, sales managers, CSMs, etc.

2 MailChimp Connector Pre-Sales Phase

2.1 Pre-Sales Materials

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3 MailChimp Connector Implementation Phase

3.1 Learning Materials

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3.2 Prerequisites

Before implementation, ensure the customer has purchased and activated the MailChimp Connector, and that the MailChimp account is active.

3.3 Implementation Configuration

3.3.1 Connector Authorization

  1. Navigate to Connector > Connector Management, click New Connector, and fill in the connector name as prompted. Select MailChimp Connector from the dropdown and click OK to create:

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  1. Click Reset in the connector settings, then click Deauthorization under Authorization Status in the Authorization Configuration section. A new login page will appear. Enter the MailChimp admin account credentials and click Log In:

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  1. After logging in, the page will refresh for authorization. Click Allow to authorize:

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  1. Upon successful authorization, the connector configuration page will display the authorization status and authorized account:

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3.3.2 Connector Object Configuration

  1. Switch to the Integrate Objects tab, click New, then click Automatically Add Object to fetch the MailChimp object list. Select the objects to integrate, click OK to auto-fill the Object Name and Object API Name, then click Save and Next to retrieve field descriptions:

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  1. The retrieved fields will appear as follows (test fields are custom fields added in MailChimp):

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  1. Click Next Step to configure APIs, or click Exit to skip. Repeat for other objects. The final result:

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3.3.3 Integration Flow Configuration

  1. Navigate to Data Flow and click New Data Flow. For example, to sync Contacts from ShareCRM to MailChimp:

    • Source System: ShareCRM

    • Source Object: Contacts

    • Target System: My MailChimp Connector

    • Target Object: Contact

    • Select the execution actions and click Confirm:

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  1. Configure field mappings:

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Note: MailChimp’s Contact API requires all address fields to be mapped for successful sync. If only partial fields are mapped, the API will fail validation. We recommend either mapping all address fields in ShareCRM or leaving them unmapped:

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  1. After configuring fields, click Save & Exit, then enable the integration flow for data sync:

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  1. New data will display sync records:

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Note: MailChimp’s Contacts object requires unique email addresses. Ensure ShareCRM contacts have unique emails to avoid sync failures.

  1. Configure additional integration flows for Campaigns, Marketing Activities, and Email Send Details:

  • Campaigns Integration Flow:

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  • Marketing Activities Integration Flow:

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  • Email Send Details Integration Flow:

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  1. Enable the integration flows upon completion.

4 FAQ

1. Does MailChimp support custom field integration?

  • Yes. MailChimp allows adding custom fields, which can be retrieved via API and integrated.

2. Can MailChimp contacts sync to ShareCRM?

  • Yes. Use event subscriptions to sync MailChimp contacts to ShareCRM in real-time. Ensure the Event Subscription option is selected when configuring the integration flow.

3. For MailChimp→ShareCRM contact sync, how to map the Owner field ID?

  • MailChimp lacks a CRM Owner field. Use fixed-value mapping with a specific employee ID.
    To get the employee ID:

    1. Go to Admin Console > Org Structure Management > Departments & Employees.

    2. Open browser developer tools (F12), go to Network > Fetch/XHR.

    3. Click an employee name, capture the WebDetail request, and extract the employee ID (e.g., ID: 1003):

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4. Why is the Birthday field null when syncing ShareCRM→MailChimp contacts?

  • The Birthday field is a virtual field currently unavailable via API. Use custom fields as a workaround. This will be optimized in future releases.

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