FreeAgent CRM + Mailchimp
Create targeted email campaigns and sync campaign activity and contacts from FreeAgent.
Requirements:
- All FreeAgent Plans
- Requires Mailchimp Subscription (Essentials, Standard, or Premium)
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.
per month
Stardard
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per month
Premium
Our most advanced tools, unlimited contacts, and priority support; built for teams.
per month
Resources
- Setup Guide
- Help Center
- Professional Services Team
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