6 Best CRMs for Mailchimp Integration 2019

Customer relationship management tools (CRMs) that integrate with the email marketing service Mailchimp allow you to connect your contact management software with a tool that creates email campaigns targeting your prospects. We looked at dozens of CRMs based on features, price, and ease of use, choosing the six best Mailchimp CRM integrations for 2019, including the best overall choice.

Top 6 Mailchimp CRM Integrations 2019

Which CRM Software Is Right For You?

Is Mailchimp a CRM?

Mailchimp is an email marketing tool that includes features like opt-in forms for lead generation, list segmenting, and lead scoring. However, it is primarily used for marketing and lacks core CRM features and functionality like sales opportunities and deal management. Therefore, while some businesses find it is usable for basic contact management, most businesses find that the best solution is to combine their lead generation and email marketing efforts in Mailchimp with a traditional CRM software.

When assessing CRMs that integrate with Mailchimp, we looked at the features that matter the most for small businesses like how easy it is to set up the integration and how seamlessly the connection sends data back and forth. We also evaluated the overall CRM features and overall value for the cost of both software.

Best Overall Mailchimp CRM Integration: HubSpot CRM

HubSpot CRM is a free CRM that includes lead management, forms, email templates, live chat, and deals. The CRM also integrates with its paid Marketing Hub ― a competitor of Mailchimp ― that includes complex email automation and workflow tools. Even though it’s a competitor, Integrating with Mailchimp can offer a more affordable marketing solution than using the Marketing Hub, making it ideal for businesses looking for the best set of sales and marketing features for the overall price.

HubSpot CRM Pricing

HubSpot CRM is free and includes many common CRM features. Additional sales and marketing functionality can be added through the HubSpot Sales Hub and Marketing Hub ranging from $50 per month to $800 per month, depending on the specific features added.

HubSpot CRM Features

HubSpot CRM includes lead capture, contact management, email templates, and tracking, and sales opportunity tracking. It also includes innovative features like live chat you can embed on your website to capture leads. The CRM will also provide website activity tracking for the first seven days after a visitor becomes a lead. HubSpot features a robust Mailchimp integration that includes segmentation and contact push.

Form-based Lead Capture

HubSpot CRM includes the ability to embed forms on your website or to add a tracking code to capture data entered into any existing forms. These leads are entered into HubSpot as contacts. It can also capture information entered in any web form automatically, including Mailchimp subscription forms, making it easy to keep your contact information up to date in both locations.

List Segmentation

HubSpot allows you to set up your Mailchimp integration to sync contacts to specific lists and then target them with email drip campaigns. In HubSpot, you can filter contacts by company, title, role, location, or lead score and assign them to lists and campaigns in Mailchimp that are targeted to your specific audience.

Push Contacts

HubSpot will push any new contacts created to the appropriate Mailchimp lists, making sure that your email marketing efforts are always including your most up-to-date leads. This is something HubSpot does particularly well and that most other providers do not include. HubSpot will also troubleshoot automatically when your integration gets out of sync and walk you through any fixes needed.

What HubSpot Is Missing

HubSpot CRM does not have some of the more advanced CRM features, such as workflow management unless you also subscribe to either their paid Sales Hub or Marketing Hub. In addition, customer support is limited on the free plan.

What Users Think About HubSpot

HubSpot users give HubSpot CRM widely positive reviews. Users especially like how intuitive the CRM interface is and how well it integrates with the Sales Hub and Marketing Hub. HubSpot is also well known for its education and free marketing content. Some users point out that the CRM lacks some of the more advanced sales tools unless you subscribe to additional software. Read more on our HubSpot review page.

Best Mailchimp CRM Integration for Visual Pipeline Management: Pipedrive

Pipedrive is a sales-pipeline focused CRM that includes an integration allowing you to send drip email marketing campaigns to your contacts. Plans start at $12.50 per user, per month and include Pipedrive’s highly intuitive and easy-to-use pipeline management tool. Pipedrive is a great choice for small businesses who sell both products and services and want an intuitive, simple-to-use sales pipeline with Mailchimp integration.

Pipedrive Pricing

Pipedrive plans begin at $12.50 per user, per month, which includes contact management, lead scoring, and the visual pipeline. Higher-level plans are available for $24.50 per user, per month and $62.50 per user, per month. These plans include additional storage as well as advanced features like email scheduling and the appointment scheduler.

Pipedrive Tiered Features

Silver

The Silver plan costs $12.50 per user, per month and includes contact management tools with Mailchimp integration as well as a visual pipeline and configurable reporting. Pipedrive is intuitive and easily customized, even at the entry-level, which makes it an ideal choice for businesses focused on moving sales opportunities through their sales pipeline.

Pipedrive allows you to filter your contact list based on criteria like company, industry, location, role, or title. The integration with Mailchimp allows you to export these segments into your existing Mailchimp lists and send targeted email marketing campaigns. Because Pipedrive also allows you to create individual and company goals, sales managers can measure how effectively their email marketing is turning into customers.

Gold

The Gold Plan is $24.20 per user, per month and adds features that include the meeting scheduler, which allows users to send their availability for prospects to pick a time to meet. It also includes the task scheduler and products catalog, which make it a great choice for businesses that manage product sales but don’t need the operational tools found in other CRMs, like Zoho for example.

In addition to being able to export your contacts to Mailchimp, this plan is ideal for businesses who sell both products and services and want insight into their sales including margins, discounts, and splits. The analytics tools give you the information you need to better focus your sales efforts on the opportunities most likely to buy and on the products that make you the most money. This allows you to measure how your email marketing is turning into sales conversions.

Platinum

The Platinum plan is $49.17 per user, per month and, in addition to the features found in the Gold plan, adds sales forecasting and advanced reporting features. The Platinum plan also includes the ability to set specific permissions for different team member roles. Pipedrive’s intuitive pipeline tool, scheduling, and role-based permissions make it an ideal choice for hierarchical sales teams that want product catalog management without complicated setup.

While Pipedrive’s Mailchimp integration isn’t as advanced as several of the other options on this list like Salesforce, HubSpot, or Zoho, it’s a great choice for businesses that primarily want to export segmented lists of contacts into Mailchimp and target them with email campaigns. Because Pipedrive allows you to create product catalogs and proposals, you can measure the results of your email marketing in terms of the product sales they result in.

What Pipedrive Is Missing

Pipedrive does not have two-way integration with Mailchimp like some other options on this list. It is also a manual integration, meaning that you have to select contacts to export, and then send them to a pre-created list in Mailchimp. Contact lists don’t automatically update when new contacts meet the initial criteria.

What Users Think About Pipedrive

Overall, users give Pipedrive positive reviews, especially for the visual pipeline and scheduling tools. Users also like how intuitive Pipedrive is to set up and use. Some users shared that they wish that Pipedrive had built-in email automation, however, if you use the Mailchimp integration, you have solved that problem. Learn more at our Pipedrive reviews article.

Best Mailchimp CRM Integration With Two-way Sync: Salesforce Essentials

Salesforce Essentials is a powerful CRM that includes contact management with Mailchimp integration, sales opportunities, mass emails, and the ability to customize the sale process. Further, it offers two-way Mailchimp sync for better functionality while many options only offer one-way sync, making it great for businesses that want to seamlessly move contacts back-and-forth between their CRM and Mailchimp, rather than only one way or the other.

Salesforce Essentials Pricing

Salesforce is available in two editions that are well-suited for small businesses. The Essentials plan is $25 per user, per month and includes the CRM and Service software for up to 10 users. The Professional edition is $75 per user, per month and adds lead scoring, forecasting tools, and campaigns.

Salesforce Essentials Features

Salesforce Essentials

Sales Essentials is $25 per user, per month for up to 10 users and includes contact management, sales pipelines, deal management, and mass email features. Essentials is built on Salesforce’s Lightning platform, which is a much more intuitive and user-friendly interface compared to the Classic version. In addition, the Essentials plan includes lead capture, a mobile app, and access to the Salesforce App ecosystem.

Salesforce has deep integration with Mailchimp and is the best choice for businesses that want two-way data sync between both software programs. Many CRMs offer one-way sync, but Salesforce allows you to customize the integration and move contacts from both Mailchimp and Salesforce to each other. Salesforce also allows you to view the results of your email marketing on a campaign and individual basis from without leaving your CRM.

Salesforce Professional

Salesforce Professional is the fully featured CRM platform and costs $75 per user per month. It is also used by more businesses than any other CRM. Professional includes lead scoring, forecasting, advanced reporting, and permission features as well as extensive customization options. Email subscriber activity is synced from Mailchimp back to Salesforce, and users can view that activity right in the contact profile.

The Professional plan is designed for larger sales teams and individuals who need advanced features like lead scoring, campaigns, order management, product catalogs, and forecasting. Professional is a good choice for established business-to-business (B2B) sales teams who manage high-level sales opportunities. This plan includes more functionality than any of the other options we reviewed, however, it is significantly more expensive than Zoho’s most comparable Enterprise plan.

What Salesforce Essentials Is Missing

One of the biggest features that Salesforce Essentials is missing is the ability to add more than 10 users to your account. For larger teams, a subscription to the Professional Edition is required. In addition, compared to other options like Pipedrive and HubSpot, Salesforce can be overwhelming by its scope and complexity.

What Users Think About Salesforce Essentials

Many users rate Salesforce highly for its advanced features and customization options. Many users also give it high marks for its reporting and analytics. Users do express that it can be overwhelming without training or a lot of set up. For more reviews, visit our complete Salesforce review page.

Best for Teams That Generate Leads on Social Media: Zoho CRM

Zoho CRM is an all-in-one software suite that integrates with Mailchimp and includes lead and contact management, as well as advanced features like social media lead generation, support services and integration with the Zoho Workplace productivity suite. Zoho plans are available from between $0 and $20 per month, per user and are ideal for businesses generating new leads through a variety of marketing channels, including social media.

Zoho CRM Pricing

Zoho CRM offers a free plan that includes contact management, sales opportunities and social media integration for up to three users. Plans are also available at $12 per user, per month and $20 per user, per month, which include advanced customization, lead scoring and workflows, which is comparable to similar software options.

Zoho Tiered Features

Free

Zoho’s Free plan includes up to three users and provides basic lead and contact management as well as several unique features like phone logging and social media connections. While Zoho’s free plan does not include integration with Mailchimp, it is still a good option for small teams that don’t need customization but want basic features and the ability to track their social media interactions.

Compared to free plans on other CRMs like HubSpot or Capsule CRM, Zoho’s offering is more limited, including only the most basic features. Zoho does, however, include access to an entire library of small business productivity software that makes it a good entry-level choice for teams that only need the basics.

Standard

The Standard plan costs $12 per user, per month and includes customization options that allow users to add custom fields and create custom reports. Reports can be run and scheduled to deliver to users at specific times. The Standard plan also integrates with Twitter and Facebook, allowing users to capture social media leads and funnel those contacts into Mailchimp. Similar to Salesforce, Zoho has two-way sync with Mailchimp through an app-based integration.

The Standard plan is, therefore, best for sales teams that want more insights into a lead’s behavior as well as being able to track emails and social media and phone communications. Sales teams can choose to send contact information in either, or both, directions, allowing sales teams who generate leads via social media or other lead capture forms to push those contacts to segmented lists in Mailchimp and push email subscribers into Zoho as leads.

Professional

The Professional plan is $20 per user, per month, keeping it in line with similar product pricing tiers. This plan offers product management functionality, like Pipedrive, but also offers purchase order and invoice management. Zoho’s Mailchimp integration takes advantage of its SalesSignals feature, which alerts you of important activities within your CRM. For example, it can notify you when you have a new subscriber, a contact unsubscribes, or if a lead is updated.

Zoho’s Standard plan is a good choice for sales teams who generate leads through social media like agencies, personal brands, and professional services firms. In addition to a flexible CRM with social media lead capture, the Mailchimp integration allows sales reps to engage with social media followers, convert them to leads and convert them using email drip campaigns through Mailchimp.

What Zoho CRM Is Missing

While Zoho CRM does include a Kanban-style visual representation of the sales pipeline, it’s not as intuitive as Pipedrive or HubSpot. In addition, Zoho lacks some of the sales pipeline customizations that exist in tools like Pipedrive, Salesforce, and Insightly.

What Users Think About Zoho CRM

Zoho CRM users like that it is user-friendly and easy to set up and configure your CRM to track prospects and deals. Users also like that moving data into Zoho from an existing CRM is easy. One area where users express disappointment is that support features are more limited than other CRM choices, and new features are slow to be introduced. You can read our complete collection of user reviews on our Zoho review page.

Best Mailchimp CRM Integration for Project Management: Insightly

Insightly is a powerful, fully-featured CRM with Mailchimp integration that allows you to create customized sales and project workflows that you can use to manage sales opportunities. In addition to managing leads and deals, the project management tools make Insightly a great choice for businesses who need both a CRM and project management software.

Insightly Pricing

Insightly has a free plan, which includes basic CRM features as well as project management, for two users. Paid plans range from $29 and $49 per user, per month. These plans include more advanced customization, roles, reporting, and project management.

Insightly Tiered Features

Free

Insightly offers a free plan for up to two users, with basic CRM functionality including contact management, tasks, sales opportunities, and project management. While these features are limited compared to the paid plans, most other free plans don’t include them at all. In addition, the free plan includes a Mailchimp integration, although not as robust as the free plan in HubSpot since it does not automatically keep your contact list and reporting in sync.

The Free plan is a good option for individuals who want to manage customer projects, as well as their sales process, but don’t need advanced features. It includes one-way sync allowing you to move Insightly contacts into Mailchimp, and the ability to view campaign statistics within individual contact profiles.

Plus

Insightly’s Plus plan is $29 per user, per month and includes customized project pipelines and email tracking. Users can add and manage up to 100,000 records and send 2,500 bulk emails a month, which make it ideal for smaller teams that want to target segmented lists with email marketing. The Mailchimp integration is more advanced, allowing two-way sync which provides the ability to send email subscribers back to Insightly as contacts and/or leads.

The Plus plan is best for sole proprietors or businesses with a simple, non-automated sales process. The Mailchimp integration and lead assignment features, however, make it a good option for companies with specialized teams for different types of leads based on geography, industry, or company size wanting to target those contacts with drip email campaigns.

Professional

The Professional plan Is $49 per user, per month and increases the number of records you can manage to 250,000. It includes several advanced project management and customization options not included in other plans as well as role-based permissions and workflow automation tools. The project management tools make it a good choice for agencies, design firms, construction and landscape firms, and high-volume, project-based freelancers.

Insightly allows you to view a Mailchimp subtab within an established contact which includes information like the lead’s rating from Mailchimp, engagement activity, as well as list-wide open and click rates. The reporting data is similar to Salesforce. However, Insightly does not use Mailchimp activity to rate leads since Insightly does not automatically score leads.

What Insightly Is Missing

Insightly doesn’t include some of the proposal and ordering tools found in other CRMs like Pipedrive and Zoho. It also does not use Mailchimp activity to rate leads since Insightly does not automatically score leads. For B2B businesses who regularly create project proposals and quotes, Insightly lacks features that help manage this process. In addition, Insightly lacks the visual drag-and-drop pipeline tools found in CRMs like Pipedrive and HubSpot.

What Users Think About Insightly

Users like that Insightly allows them to manage both contacts and projects in the same software. We use Insightly at FitSmallBusiness and like the native Gmail app that allows us to create contacts directly from email. However, some users don’t like the overall interface and the number of clicks it takes to accomplish tasks, and express frustration in the search tools. You can find more about what customers think on our Insightly reviews page.

Best for Teams Needing a Basic Mailchimp CRM: Capsule CRM

Capsule CRM is a simple CRM software with Mailchimp integration that includes contact management, lead generation, and sales opportunities. Capsule CRM is available as a free plan for two users, and paid plans are $18 per user, per month and $36 per user, per month. Capsule CRM is ideal for sole proprietors who need a Mailchimp integration with basic CRM features on a budget.

Capsule CRM Pricing

Capsule CRM’s free subscription includes basic contact management, workflow automation, tasks, and support cases. Team and Professional plans are $18 per user, per month and $36 per user, per month and add advanced integrations, sales forecasting tools, and increased user controls and storage.

Capsule Tiered Features

The Free plan allows for up to two users, 250 contacts and includes deal management and support cases. Capsule CRM includes a simple, clean interface that makes it easy to find your lead and deal information without extra navigation or clicks. Capsule includes limited workflow automation even in the free plan, which isn’t found elsewhere.

Capsule CRM offers a basic integration that allows users to filter contacts within their CRM database and export those records to Mailchimp. Users can create customized lists within Capsule and export those to list segments within Mailchimp for targeted email marketing campaigns. In addition, users can export individual records from Capsule CRM, adding them to specific lists within Mailchimp, which makes it a good choice for freelancers on a budget.

Professional

The Professional plan is $18 per user, per month and increases the number of contacts to 50,000 and storage to 10GB. This plan includes a premium Mailchimp integration and others. Other than these upgrades, the features are the same as the Free plan. However, the contacts and storage limits give most small businesses plenty of room to grow, making it ideal for teams, or individuals who want a simple CRM that can grow as they do.

Users on the Professional Plan can set up the Mailchimp Webhook to send basic data back to Capsule when activity occurs in Mailchimp. Webhooks are set up per list, and trigger actions like adding a tag in Capsule when a contact unsubscribes or a note when their information is updated. This feature is less advanced compared to the two-way sync in other software like Salesforce or Insightly, but more robust than the basic sync in Pipedrive, for example.

What Capsule CRM Is Missing

Capsule CRM is a basic software tool for managing contacts, deals, and workflows and lacks many of the automation and sales pipeline tools found in other options. It does not include email tracking or workflow automation found in options like HubSpot or Salesforce. Capsule CRM also does not include products or order management like Zoho.

What Users Think About Capsule CRM

Users comment that Capsule CRM is easy to set up and simple to use. They like that it is intuitive, and the interface is easy to navigate. Users also like the mobile app for contact management on the go. Some reviewers commented that the reporting lacks features in other CRMs and that the sales pipeline tools are missing advanced features. Be sure to check out our Capsule CRM review page.

How We Evaluated CRMs That Integrate With Mailchimp

Stated previously, the best CRMs that integrate with Mailchimp are easy to set up and use and provide key CRM features that help you better track and manage contact lists. People often use a CRM in conjunction with Mailchimp to create a seamless marketing and sales platform.

The criteria we used to evaluate the best include:

• Price & affordability: We weighed the cost for small businesses to use the CRM and whether a higher-priced plan was required to take advantage of the Mailchimp integration
• Overall CRM feature set: We evaluated the overall set of CRM features that include leads, sales pipelines, and deal management
• Two-way sync: We looked at how the integration with Mailchimp works for sharing information and keeping data in sync in both directions
• Ease of setting up integration: We considered how easily an average user could set up the integration and get it running
• Reliability: We considered how reliable the integration is, and how the software handled errors or issues
• List segmenting: We evaluated whether users can create lists of contacts based on specific criteria like location, level of engagement, role, or industry
• Lead scoring: We looked at how the CRM handles evaluating and scoring leads, and whether that process can take advantage of activity with Mailchimp campaigns
• Activity reporting: We considered whether or not users can monitor and track the results of their email campaigns within the CRM

The Bottom Line

Combining your CRM with an email marketing tool like Mailchimp is a powerful way for small businesses to generate quality leads, create automated drip campaigns, and convert more leads to customers. While Mailchimp offers great contact and list management, this strategy gives business a better means of measuring their email outreach efforts than using Mailchimp alone.

After reviewing features, functionality, and price, we recommend HubSpot as the best overall CRM integration with Mailchimp. Users can capture and manage contacts, create and manage deals, and target specific lists of leads with email drip campaigns. In addition to HubSpot’s forever free plan, free trials are available of their advanced Sales and Marketing Hubs. Sign up for your free account today.

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