By connecting MailChimp, your agent can sync contacts from your conversations with your MailChimp account’s audiences and, if you also connect your Mandrill key, trigger automatic transactional emails when something relevant happens — for example, when a lead is captured or an appointment is confirmed —, as well as gaining tools to look up and update contacts while chatting.
What you getBy connecting MailChimp, your agent can sync contacts from your conversations with your MailChimp account's audiences and, if you also connect your Mandrill key, trig…
Before you startNote — No external authorization process MailChimp doesn't require any review or approval process to generate a Marketing API key: you generate it yourself, in your …
In MailChimp: generating the API keyRequirements: a MailChimp account (section 2).
In Platform: connecting MailChimpRequirements: Admin role; the Marketing API key from section 3 (and, if you want transactional emails, the Mandrill key).
Which actions to activate, and for whomConnecting MailChimp doesn't activate anything on its own: both panel actions and agent tools are born off — the same "nothing on by default" principle that…
Testing the connectionWith MailChimp already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved key is still valid against MailC…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and update contacts in MailChimp while chatting.
Common problemsCan I connect more than one MailChimp account?
Disconnecting MailChimp and what happens to your dataRequirements: Admin role.