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Email Marketing, Business & Monkeys

MailChimp CRM Integration With Salesforce, Highrise, Batchbook

January 20th, 2009 | by Ben

Our goal is to eventually have full integration between MailChimp and all the major CRMs. It’s why we’ve invested so much into building a robust API.

Our first “baby step” in that direction is our recent integration with Salesforce.com and Highrise (37signals’ CRM product). If you’re a MailChimp user, you can now give us your Salesforce or Highrise information, and we’ll import your customers into a list, so you can send an email campaign to them (and track opens, clicks, etc).

We call this a “baby step” because for now, it’s a one-way conversation. In future releases, we’ll introduce functionality to sync data “both ways.” Stay tuned.

Batchbook is an exception to all this. Their CRM is MailChimp-ready right out of the box, so the integration is easy and seamless (check out their demo video here). You can quickly build segments within Batchbook by searching your customer “tags” and “super tags.” Then, you pass the list over to MailChimp with the click of a button. MailChimp gives them two opposable thumbs up!

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Posted in MailChimp News, MailChimp Upgrade | 56 Comments »

56 Comments

    • Jeff says:

      Any chance you could do integration with SugarCRM?

      Reply to this comment
    • Casey Schorr says:

      You should focus on SalesForce, it’s the largest and most popular CRM. Personally I’d love to be able to see on lead and contact records in the activity history section an archive of all mail sent to them using mailchimp. Check out how ExactTarget does their integration with SF.

      Reply to this comment
    • Stan says:

      Don’t waste time with Salesforce, it’s too complicated. We love Highrise and all its simplicity. KISS theory always wins in the long run.

      Reply to this comment
    • Ken says:

      Does this service import Highrise tags in order to target emails? When you send an email, does it create a Highrise note in the contact’s history?

      Reply to this comment
    • dale says:

      Second the sugarcrm request.

      Reply to this comment
    • Ryan says:

      Any plans to integrate with Microsoft Dynamics?

      Reply to this comment
    • Ben says:

      @Ken – we haven’t seen any way to pull tags out of Highrise through their API. We *have* seen ways to pass campaign information back to Highrise, though, and we’re considering that for our next update. Batchbook CRM users are asking us for the same thing.

      However, we’re not totally sure the “Notes” area is the best place for that. Can you (or any other HR users) confirm?

      Reply to this comment
      • steven Wagner says:

        Ben:

        When you say pass data back into highrise. Are you referring to opens, reads, clicks, etc. back into HR?

        So we could view certain individual performance of our mail chimp campaigns inside of HR?

        We for instance port into our HR account any Freshbooks automated emails into the notes section.

        This allows us to look up a client and see their latest transactions and communications (if they got a late invoice or estimate notice for instance).

        But this was a custom solution.

        Reply to this comment
      • jDeppen says:

        Highrise tags are now officially accessible via the API:
        http://developer.37signals.com/highrise/tags.shtml

        Reply to this comment
    • Tom says:

      @Ben the tough bit is that then your campaign results are buried in the person’s notes. If you are using HR tags to segment your contacts, that means syncing those notes with the tags…

      Reply to this comment
    • Brian says:

      I noticed on the FAQ that “currenly only Enterprise and Unlimited editions support the API”

      However professional allows for the API component to be downloaded for $35usd a month…would this work?

      Reply to this comment
    • James Byers says:

      @Ben, you can fetch a list of all tags from the Highrise API at /tags.xml. I’m not sure this is in the docs, but from the forums it appears to have worked for a few years. With those tag IDs, it’s possible to fetch groups of people via the usual documented API.

      Reply to this comment
    • James Byers says:

      Thanks Ben! Regarding your earlier question, there’s a full-fledged email entry API in HighRise which would be ideal for recording the message they got from MailChimp: http://tinyurl.com/b8wmho

      Reply to this comment
    • drevaange says:

      I second Dynamics CRM Online. They have a very robust API and the product is really good.

      Reply to this comment
    • nick says:

      any further updates with regard to full integration with SalesForce?

      Desperately want to be able to see click and open rates within SalesForce without updating manually.

      Reply to this comment
      • Brent says:

        Yeah, I would love this too. Also, it would be great if Mailchimp could update Salesforce with bounces and unsubscribes too. Pweeez, pwetty pweez!

        Reply to this comment
      • Fifedog says:

        I would agree I would love to see it update Salesforce’s bounce, and click rates

        Reply to this comment
        • Ben says:

          We’re planning an upgrade to our Salesforce integration for MailChimp v4.2. It’ll be more of a 2-way integration, though I’m not sure how deep it’ll be, or whether or not it’ll include bounce syncing. We’ll keep everyone posted.

          Reply to this comment
          • Cat says:

            Ben – when is MailChimp v4.2 scheduled for release? And do you know if the current MailChimp/Salesforce integration is also compatible with the non-profit version of SFDC?

            Reply to this comment
          • nick says:

            Any update on this? June is now upon us and I’m desperate to get some SalesForce two-way integration going.

            Pretty please!

            Reply to this comment
          • Heather says:

            I am eagerly awaiting the Salesforce sych integration… I want to dump my email program and use only MailChimp… any hint as to when the upgrade is coming?

            Reply to this comment
          • Todd says:

            We are working with a local developer on an CRM solution that may include SalesForce. Please, pretty please …. could we get full integration by year’s end?

            Reply to this comment
    • fred says:

      Heap CRM (http://heap.wbpsystems.com/) is a very nice CRM : very easy and very affordable, mailmerges with google docs.

      they have a API.

      It is still not very well known.. would you consider giving a look and tell if you will consider building a link/sync ?

      Reply to this comment
      • fred says:

        Heap is now connected to mailchimp : automatic update of unsubscribes, automatic import of new subscribers : it all works perfect ! Heap support is really outstanding : I put a feature request the same day as here, and here it is done !
        if you are looking for simplicity and effectiveness, have a look to Heap !

        Reply to this comment
    • Fifedog says:

      why isn’t MailChimp listed in the AppExchange directory?

      Reply to this comment
    • Jason says:

      SUGARCRM would be great, this is what they are missing…

      Reply to this comment
    • steve says:

      I’m not a MailChimp customer, but I’m considering it for our company. Integration with SugarCRM would be a HUGE incentive.

      I’m not too technical, so forgive me if this is a dumb question, but could our tech department integrate MailChimp with Sugar using your API? Basically, if we have the know-how, is it something we can do on our own?

      Reply to this comment
      • Jesse says:

        Steve – yes, you could definitely do the integration yourself and pull data out. If you wanted to get real fancy, if Sugar has something for creating/sending campaigns, you could hook that up to send through us. Actually a plugin/addon that did all of that would probably be a hit for other CRM users if you were so inclined to polish it up and put it out.

        Reply to this comment
    • Derek Brown says:

      I’d be interested in support for Tactile CRM. http://www.tactilecrm.com

      As Iook at solution for us with Tactile in the middle I’ve got API integration with Zendesk for support and tickets on one side and FreshBooks at the other side, if I could have MailChimp part of the party – and all the clients we manage on WordPress. That’s almost complete for us and our clients.

      Reply to this comment
    • Randall says:

      Thanks for putting this together!

      Would love to see an integration with SugarCRM so we could implement.

      Reply to this comment
      • Ben says:

        I hear someone may be working on a SugarCRM integration w/MailChimp. If we find out more, we’ll post here. So stay tuned to our blog for more details.

        Reply to this comment
    • Mary says:

      Please add NetSuite to your list of CRMs!

      Reply to this comment
    • Blaine Hilton says:

      I would put my vote into SugarCRM intergration as well. Although it seems like the 5.5 version is going to be make a lot of changes to the web services interfaces. I would hope they would keep the old version for awhile too anyways though.

      Reply to this comment
    • Mike Scearce says:

      A Salesforce vote here.

      Reply to this comment
    • Drew Graham says:

      Integrating with the other top web CRM systems such as Sugar and NetSuite would be a hit. We would use MailChimp more often. And Sugar and NetSuite’s price points are more for small/med business – Like those of MailChimp!

      Reply to this comment
    • Alex Nosiara says:

      My customer has asked me to integrate MS CRM 4.0 with MailChimp API. When do you think MailChimp would implement this link? Otherwise I will need to program it myself. What sort of functionality would be offered? Would the CRM get notified once a response comes to MailChimp?

      Reply to this comment
    • Liam Kiggen says:

      Add my vote to SugarCRM integration…

      Reply to this comment
    • Ryan says:

      I would really love to see mailchimp fully integrated into netsuite (www.netsuite.com) I mean fully integrated to the point where I can do everything right there in netsuite. Because then I could give my staff access to certain email marking functions in netsuite and thats all they have unlike with mailchimp i can only give them all or nothing for access which is ok because using netsuite would also be one less place to login.

      Reply to this comment
    • Chris says:

      Third the request for MSFT’s Online Dynamics CRM. You have a great product and I’d like to painlessly be able to make full use of it…Thanks!

      Reply to this comment
    • eduardo says:

      I vote for VTiger CRM integration

      Reply to this comment
    • Vilhelm Kruse says:

      Hey, this news is OLD. What is the news with Highrise???

      Reply to this comment
    • Vilhelm Kruse says:

      It is mailchimp or newsberry. newsberry wins on simplicity and so fare on integration with highrise. But I like the functionality that you guys offers. It will carry us much further… You satisfy my desire to do cool stuff ,-) but really the killer argument would be if I just had seemless integration with Highrise. Nothing more and nothing less. When I update a contact in highrise it is updated in mailchimp. And sure I probably want a lot of other stuff that I cant really think of right now ;-)

      Reply to this comment
    • David says:

      Full 2-way SALESFORCE integration is a must!

      It would be a HUGE benefit to both customer bases and we would talk real loud and proud at the upcoming users conference in San Francisco next month!!!

      Reply to this comment
    • Alaina says:

      This would be SOOOOOO useful with MS Dynamics CRM. The campaign/marketing lists that it has are great, but combined with the ability to have easy HTML email creation and open and click data would be a marketer’s dream! Pleasssssssssssse!!

      Reply to this comment
    • Brian says:

      Another vote for SugarCRM and Netsuite here.

      Reply to this comment
    • Chuck Mason says:

      Another vote for SugarCRM.

      Reply to this comment
    • danielo says:

      salesforce 2 way integration is a must!

      Reply to this comment
    • David Holt says:

      Is anyone from your company going to be out at the Salesforce conference in San Francisco next week? If so, we’d love to meet up!

      Reply to this comment
    • Jamie says:

      Would love to see Netsuite integration. I been a Netsuite user for 3 years and have recently begun sennding out our campaigns via Mailchimp. Based on our results from improved deliverability and price point, you’d have a flood of Netsuite users signing up. I for one would be the first to post a great review in the Netsuite user group. Please let us know if it’s on your road map.

      Reply to this comment
    • Mandy says:

      Please add IFS CRM to the list as well..Thanks!

      Reply to this comment
    • Daniel says:

      Another vote for MS Dynamics CRM 4.0. I would even be willing to setup a temporary instance for you to use to do testing.

      Reply to this comment

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