Integrating Sage CRM and Mailchimp

  1. Click <My Profile> | Administration | Email and Documents | Mailchimp Integration.
  2. Create a Mailchimp account.
  3. Get the Mailchimp API key and enter it in Mailchimp API key. Sage CRM uses this key to communicate with Mailchimp.
  4. Get the Mailchimp Audience ID and enter it in Audience ID. Sage CRM uses this ID to send subscriber information to Mailchimp.
  5. Set synchronization frequencies.
    1. In Communications and opt out requests, specify how often a communication record is created for each email recipient, and how often opt out messages are applied to remove recipients from a campaign.
    2. In Campaign results, specify how often campaign statistics are synchronized from Mailchimp to Sage CRM.
  6. Click Save. Sage CRM is integrated with Mailchimp for your Sage CRM account.
If you're re-enabling a disabled Mailchimp integration, click <My Profile> | Administration | Email and Documents | Mailchimp Integration | Edit | Enable.