Help Center

Checkbox Field Mapping between Mailchimp and Zoho CRM

Hi, there! Thanks for dropping by to check out our Checkbox Field Feature for Mailchimp and Zoho CRM integrations!

This feature is available as a paid Add-On in Basic and Professional plans. However, it is included in our Enterprise Plan.

Using our Checkbox Field feature lets you control which CRM Contact or Lead record can be integrated into your specific Mailchimp Group(s). Also, you can use the Mailchimp Update Profile form to control checkboxes back to CRM for ultimate control.

Zoho_CRM_to_Mailchimp_Flow.png

To have this option exposed in Step 1 of the Sync Profile, an Add-On purchase is needed. 

blobid0__3_.png

Please note that using Checkbox Fields for Segmentation will supersede Campaign or List selection in your Sync Profile in Step 1.

inline-1844538307.png

Mailchimp Segmentation Method in Step 2 must use Mailchimp Groups in the drop-down menu, not Tags when using our Checkbox feature yet you have selected our newest feature Tags.

inline648191059.png

Groups are interdependent on our Checkbox fields feature, and Tags are not.

blobid1.png

Group Title

The Groups in Mailchimp must be in one Group title and also named in the "Group Title to Use" in the Sync Profile. 

Data migration:

Checkbox field feature from Mailchimp to Zoho CRM direction will only take effect on new records.

For existing records in Mailchimp, you need to update these with the correct Zoho CRM Checkbox fields, then export these records and import them into CRM to make sure the Checkboxes are updated in CRM first through CSV's.

Example of Mailchimp Group members which are preexisting and need to be exported into CRM first then Checkboxes will work moving forward using your SyncApps integration.

 

  

If you encounter any snags, don't hesitate to drop an email to our 24/7 Support team. We'd love to help you out.

Have more questions? Submit a request

Comments

Cazoomi Resources