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.
To have this option exposed in Step 1 of the Sync Profile, an Add-On purchase is needed.
Please note that using Checkbox Fields for Segmentation will supersede Campaign or List selection in your Sync Profile in Step 1.
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.
Groups are interdependent on our Checkbox fields feature, and Tags are not.
The Groups in Mailchimp must be in one Group category and also named in the "Group Category to Use" in the Sync Profile.
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 who 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.