CRM Add-ons

MailChimp Contacts Sync

MailChimp is a very popular email marketing system. You can now import and sync all your contacts including contact lists with WP ERP CRM module as contacts and copy MailChimp contact lists as contact groups in CRM.

Installation

Simply upload the ZIP file from WP Admin Dashboard → Plugins → Add new → Upload plugin.

If successful, you will see a new menu item inside your CRM menu.

Configuration

Go to WP ERP → Settings → Integrations

Click on Configure.

→ Get and paste the API key.

→ Save changes.

Usage

Go to WP Admin Dashboard → WP ERP → CRM → MailChimp.

From here you will be able to sync your contacts both ways between CRM and MailChimp. If you are freshly starting, you can also make a one-time configuration bypassing the ERP settings.

Select the mode of synchronization [WP to Mailchimp] or [Mailchimp to WP]

Select the contact group and lists that will be synced.

press button synchronize.

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