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Mailchimp for Bullhorn Setup with Features Explained

Hello there! Are you new to SyncApps? Are you interested in understanding how to put all the pieces together?

We’re here to help! We’ve crafted this article just for subscribers like you to help you understand how SyncApps works with your Mailchimp for Bullhorn.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for Mailchimp for Bullhorn integration:

Before setting up the integration, here are some important integration points:

  • In Bullhorn, create Contacts, Leads, and Candidates for testing purposes during the Free trial period.
  • Create Bullhorn Tearsheet(s) with some Contacts, Leads, or Candidates in it - this will be created as a Group under the specified Mailchimp Audience in Step 2 of the Sync Profile.
  • In Mailchimp, create an Audience. This will be used as the Audience that you'll specify in Step 2 of the Sync Profile.
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans. (Step 6)

Let’s get started!

Setting up your Sync Profile

Setting up your Sync Profile (integration) is super simple! Looking for more Quick Setup Guided Tour please search in our YouTube playlist here.

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Unlimited Records sync between Mailchimp and Bullhorn
  • Unlimited Opt-Out sync from Mailchimp
  • Unlimited Tearsheets to Mailchimp Groups 
  • Unlimited Campaigns from Mailchimp to Bullhorn
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans (Step 6)

Pre-Steps

Logging in to your SyncApps account will land you the SyncApps Dashboard. Head to Sync Profiles and Once you’ve selected the Sync Profiles tab, tap the “Create Sync Profile” button.

Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select Bullhorn to Mailchimp.

Step 1: Bullhorn CRM

Bullhorn Configuration

  • In Step 1 of the Sync Profile is the Bullhorn settings. First, you'll need to tap the "Connect" button then enter the credentials of the Bullhorn CRM account that you'll be using.

Object Type to Sync

  • Select which record type would you like to sync from Bullhorn to Mailchimp. Please note that we only sync 1 Object type per Sync Profile. If you want to sync another Object type, you'll need to create another Sync Profile for it.

Sync Bullhorn Tearsheet to Mailchimp

  • If the checkbox is selected then only Contacts or Leads in Tearsheets will be synced. Each Tearsheet will create a Group(s) under your Mailchimp Audience.

Tearsheets.png

Unsubscribe opted-out Candidates, Contacts, or Leads in Bullhorn from Mailchimp

  • If this option is not checked then opted-out Candidates, Contacts, or Leads are simply ignored (opt-out is not synced to Mailchimp). If this option is enabled then the opted-out record from Bullhorn will be synced to Mailchimp and will be marked as unsubscribed and will be removed from that Group(s).

Sync Campaign Responses

  • Campaign response (opens, clicks, bounces) including clicked URLs will be stored as notes on Bullhorn Contact or Lead.

Step 2: Mailchimp

API Key

  • To obtain a Mailchimp API key please log into Mailchimp, press the Top Menu: Account > Extras > Your API Keys. Create a new API Key or copy an existing API Key into SyncApps.

To use SyncApps you must be in an Admin role and above. Please use your username and password for the Admin role or above.

Sync Main Audience

A Mailchimp Audience can be selected from the dropdown in Step 2.

Note: We require to define the Main Audience because Mailchimp needs it in creating, updating, and removing records using its API.

If you would like to sync to a different Audience in Mailchimp, you'll need to set up another Sync Profile for that use case.

Do not sync new Mailchimp subscribers (One-Way sync)

  • If you do not want to sync new subscribers from Mailchimp back to Bullhorn then enable this option.

Segmentation Method

  • If using Tearsheet(s) in Step 1 or Filtering and Segmentation in Step 5, you have two options to choose from. Use Group(s) or Tag(s).

Use Groups

  • Each Bullhorn Tearsheet(s) will be created as Group(s) under the specified Audience.

Use Tags

  • Each Bullhorn Tearsheet(s) will be created as Tag(s) under the Specified Audience.

Group Title to use

  • This field is optional. For the marketing list sync feature, each Bullhorn Tearsheet is synced to a Mailchimp Group.

    By default, SyncApps will use the "My Groups" Group title with Hidden type (not displayed in Mailchimp form). You can override the title of the Group by putting in a different Group title.

    To display Groups in the Mailchimp signup form please create new Groups with checkboxes type and specify the Group title in this field.

Do not sync unsubscribed status to Bullhorn

  • By default, SyncApps will set opted-out status in Bullhorn for unsubscribed emails. Please check this checkbox if you do not want unsubscribed emails to be synced.

On a Full Sync remove any Contacts from the Mailchimp Audience when they no longer meet any segmentation criteria in Step 1 or Step 5. 

  • If using the Add-On for Full Sync then this feature will delete the Contact from the Mailchimp Audience each time a Full Sync is run in your integration.

    The Full Sync option is visible in Sync Add-Ons in Step 3 only if you have selected a segmentation feature (either NetSuite Saved Search, Salesforce Campaign or Marketing List, Dynamics 365 Marketing List, Zoho Campaign, Bullhorn Tearsheet, or the Enable Segmentation feature in Step 5).

Update Bullhorn if subscribers update their profiles in Mailchimp

  • This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp Audience by SyncApps if this option is enabled. This works for Mailchimp to Bullhorn direction only.

Step 3: Sync Add-Ons

Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

Want to know which Sync Add-On fits your requirement? Give us a shout out today!

Step 4: Field Mapping

Field Mapping is optional. Basic fields such as Email address, Name, Title, Address, Company name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up here.

Mapping Address fields to Mailchimp is quite strict. See how to map the fields below:

Update mailing address fields to and from Mailchimp

Step 5: Filtering and Segmentation

This Step is one of our most powerful features ever used by most of our subscribers. Like for example, you have 1000’s of records in your CRM then you only want to pull out the records with specific criteria, only these records will be synced to your Mailchimp Audience.

See here for more information on how it works.

Step 6: Sync Scheduling

Finally, the very last step. Just select the time when you would like to sync your data automatically.

Tap the Finish button and then Sync Now. 

Need some help?

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