Connect ConnectWise Manage and Mailchimp to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect ConnectWise Manage to Mailchimp with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Mailchimp - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Mailchimp, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Service Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ConnectWise Manage and Mailchimp
Sync new contacts to email marketing
When a new contact is created in ConnectWise Manage, Zapier will automatically add it to a Mailchimp audience. This workflow ensures that all new customer data is seamlessly integrated into your email marketing campaigns, helping you stay engaged with your growing client base.
Business Owner
Log ticket updates for email tracking
When a new or updated ticket is logged in ConnectWise Manage, Zapier will create a subscriber in Mailchimp and tag them for tracking. This automation enables you to monitor updates or follow up on specific cases directly through email.
ITAdd Mailchimp subscribers to the CRM
When a new subscriber is added to a specific Mailchimp audience, Zapier will create a contact in ConnectWise Manage. This keeps your CRM updated with the latest marketing leads, ensuring smoother handoffs between marketing and sales teams.
Marketing & Marketing OpsLearn how to automate Mailchimp on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Mailchimp integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Mailchimp
How do I set up the integration between ConnectWise Manage and Mailchimp?
To set up the integration, you will need to use our platform to connect your ConnectWise Manage account with Mailchimp. First, authenticate both accounts in our system. Then, select the triggers and actions you'd like to automate, such as adding a new contact in Mailchimp whenever a new company is added in ConnectWise Manage.
What triggers are available for ConnectWise Manage?
We offer various triggers for ConnectWise Manage, including when a new company is created, when a ticket status changes, or when a contact is updated. Choose the ones that best suit your workflow needs.
Can I customize actions taken in Mailchimp based on ConnectWise events?
Yes, you can customize actions in Mailchimp depending on specific events occurring in ConnectWise Manage. For example, you can set up an automation to add a subscriber to a specific list when a new client is onboarded in ConnectWise.
Is it possible to map custom fields from ConnectWise Manage to Mailchimp?
Absolutely, our platform allows you to map custom fields between ConnectWise Manage and Mailchimp. This means that any unique data from your CRM can be accurately reflected in your email marketing lists.
How frequently is data synced between ConnectWise Manage and Mailchimp?
Data synchronization between ConnectWise Manage and Mailchimp occurs instantly through our platform whenever a trigger event is activated. You won't experience delays as updates are handled in real-time.
Do we support syncing historical data from ConnectWise Manage to Mailchimp?
Currently, our integration focuses on real-time data sync based on trigger events. If you need historical data synced from ConnectWise Manage to Mailchimp, you'll need to perform an initial manual import of existing records into Mailchimp.
What should I do if my automation between ConnectWise Manage and Mailchimp isn't working?
If your automation isn't functioning correctly, we recommend checking that all login credentials are correct and current for both applications. Additionally, ensure that there's no change in access permissions and review the setup of your selected triggers and actions for any misconfigurations.
