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FreeAgent CRM + Mailchimp

Create targeted email campaigns and sync campaign activity and contacts from FreeAgent.

Direct Integration Learn More

Requirements:

What you can do:

Utilize FreeAgent’s robust reporting engine to filter by any default or custom fields to build better-targeted contacts lists for your email campaigns like no other CRM.

Seamlessly fill your audiences in Mailchimp with the exact contacts you need brought over from FreeAgent, with a simple direct interface that is as easy as clicking a button and selecting your audience.

Use Mailchimps analytics to get actionable data about your email campaigns beyond just open and click rates, and sync the campaign activity back to FreeAgent updating the matching contact records and keeping up-to-date with campaign activity.

Our Benefits:

Direct integration = less hassle

FreeAgent’s direct integration with Mailchimp means that pairing your Mailchimp account is as simple as logging into Mailchimp. Simply log in using your Mailchimp credentials in Settings and have access to your audiences in minutes.

Quickly build targeted contact lists

Once Mailchimp is paired you can start building contacts lists with FreeAgent's robust reporting engine to create and export a targeted contact list to Mailchimp by selecting your filtered contacts and clicking export. FreeAgent’s ability to sort, filter, group, and calculate fields will have you creating the perfect contact list for your personalized campaigns every time.

One-click campaign activity import

When you are ready to sync your campaign results, import campaign data back into FreeAgent to all of the corresponding contacts by a simple one-click sync. The campaign activity will be recorded and date stamped on the Timeline of each contact that was part of a campaign, helping you keep even the largest email campaigns up to date and accurate in your CRM.

Data Sharing Pathway

Mailchimp

Data Flow

FreeAgent CRM

List member

Contact

Email Activity (Click, Open, Bounce, Sent Date)

Timeline

Mailchimp Subscriptions Compatible

Essentials

Send the right content at the right time with testing and scheduling features.

$12.64

per month

Stardard

Sell even more with personalization, optimization tools, and enhanced automations.

$18.96

per month

Premium

Our most advanced tools, unlimited contacts, and priority support; built for teams.

$373.99

per month

Resources

Work is better together. Bring your teams and tools together, in one happy place.

Zapier

Zapier moves info between your web apps automatically, so you can focus on your most important work.

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Operations

Office 365

Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.

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Communication

Gmail

The latest Gmail makes it easier to stay on top of the work that matters. With secure, ad-free email as a foundation.

NATIVE

communication

Mailchimp

Mailchimp is the All-In-One integrated marketing platform for small businesses, to grow your business on your terms.

NATIVE

Marketing

Zoom

Zoom brings teams together to get more done in a frictionless environment.

NATIVE

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