Mailchimp is a popular marketing automation platform that allows small businesses to build and execute effective email marketing campaigns. Integrating your customer relationship management (CRM) software with Mailchimp automates the customer journey and provides customer insights helpful in converting more leads. In this article, we explore some of the best Mailchimp CRM integrations to find the best solution for your specific needs:
- Zoho CRM: Best overall Mailchimp CRM for small businesses for a mix of features and cost
- HubSpot CRM: Best free CRM and Mailchimp integration combination
- Pipedrive: Excellent Mailchimp CRM for email list segmentation
- Capsule CRM: Best two-way contact sync Mailchimp CRM
- Insightly: Best Mailchimp CRM for workflow and lead automation
- Salesforce: Fully-customizable Mailchimp CRM with campaign reporting
Can Mailchimp be used as standalone software in place of a CRM? While the marketing tool does include tools to help you manage contact lists, it lacks the more robust functionality needed to stay on top of the results of your marketing efforts, such as deals and appointments. Therefore, from our point of view, the best solution is to integrate your CRM with Mailchimp and keep the benefits of both email marketing software and sales CRM.
How We Evaluated the Best CRM for Mailchimp
To discover the best CRM integrations with Mailchimp and determine which one stands out in terms of value for money, we looked into different factors, such as pricing, general features, and ease of use. We also did a deep dive into the Mailchimp features you can access through your CRM, including the ability to segment contact lists, create emails, and send them to your prospects.
Overall, we chose Zoho CRM as the best overall CRM for Mailchimp integration due to the pricing options, the convenient Mailchimp integration process, and the two-way sync between Zoho CRM and Mailchimp.
Click on the tabs below to explore our evaluation criteria:
40% of Overall Score
As a small business owner, it’s crucial that CRM providers come in all shapes and sizes from a pricing and subscription standpoint. Some plans support free or small monthly fees while others have Enterprise plans tailored to larger organizations. Mailchimp also has both free and paid plans, so we weighed that with the cost of the CRM.
20% of Overall Score
We’ve reviewed how easy the CRM platforms on our list are to use, plus features like a mobile app option, reporting metrics, and analytics.
15% of Overall Score
The setup process is essential, most notably the integration between the CRM and Mailchimp. We scored the software based on how easy or technical the entire integration process is and how smooth of a user experience it offers.
15% of Overall Score
If you get caught in a technical issue while trying to set up your Mailchimp integration with your CRM, we wanted to see what support options you’d have, such as live chat, phone, and email.
10% of Overall Score
Some CRM software options are more popular than others. To help us choose the right CRM for your businesses, we explored standout features and online reviews from real-life users and compared them with our own expert opinions.
Zoho CRM: Best Overall Affordable Mailchimp CRM for Small Businesses
Zoho CRM
What We Like
- Two-way contact sync
- Notifications when contacts are added
- Easy to add contacts to Mailchimp list
What's Missing
- Mailchimp integration not available on the free plan
- Simplified user interface
- Customer support to lower pricing plans
Zoho CRM Pricing at a Glance*
- Free: Supports up to three users
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Free trial: 15 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
When it comes to an easy-to-use CRM with great integration options, Zoho CRM is high on our list. Zoho CRM is flexible when it comes to pricing, and its subscriptions include free plans and affordable options to fit your needs. However, to access the Mailchimp integration, you must subscribe to at least a Standard subscription to Zoho CRM, which starts at $14 per user, per month.
If you need a free CRM and Mailchimp option to start with, you consider HubSpot CRM, which comes with free marketing tools and a Mailchimp integration.
Zoho CRM & Mailchimp Integration Features
Mailchimp extension and integration for Zoho CRM (Source: Zoho CRM)
With the Zoho CRM and Mailchimp integration, features include:
- Syncing email lists between Mailchimp and Zoho CRM
- Sales signal notifications when a contact is added or removed from an email list
- The ability to control your data syncing, whether you want a one-way or two-way sync
- A quick way to add CRM contacts to your Mailchimp lists
Check out our Zoho CRM review to learn more about its features, pros, and cons.
HubSpot CRM: Best Free CRM & Mailchimp Integration Combination
HubSpot CRM
What We Like
- Free Mailchimp integration
- Website pop-up tools
- Customer support options, such as chatbot, email, or phone support
What's Missing
- Two-way sync
- Midtier pricing options
HubSpot Pricing at a Glance*
- Free: For unlimited users (limitation on features)
- HubSpot for Startups: Ranges from $40 to $89 per month
- HubSpot Marketing: Ranges from $45 to $320 per month
- HubSpot Sales: Starts at $45 per month and goes up to $1,200 per month
*Based on monthly billing. Annual subscriptions are also available.
HubSpot CRM has emerged as one of the most robust CRM providers on the market, primarily due to its all-in-one marketing automation and CRM features. With plenty of free tools to get any small business started, you can remain on the free plan or upgrade to one of its Marketing Hub or Sales Hub subscriptions. You can get started with chatbots, email tracking, Gmail, and inbox integrations, all for free.
When integrating with Mailchimp, the HubSpot and Mailchimp integration is “easy as pie” (HubSpot.com). The integration itself is simple, but it doesn’t have the two-way sync you have access to with a CRM like Zoho CRM. You can access the Mailchimp integration with HubSpot on any of its subscription plans, including the free plan. As long as you have a Mailchimp account, you are good to go.
HubSpot CRM & Mailchimp Integration Features
Hubspot Mailchimp Integration (Source: HubSpot CRM)
When you integrate Mailchimp with HubSpot CRM, you get access to the following:
- Website pop-up forms through HubSpot, which pushes contacts over to Mailchimp for list segmentation
- The ability to view email activity in HubSpot CRM, such as when someone opens your email or when it bounces
- Sync between your HubSpot CRM contacts to Mailchimp
To discover more ways how this CRM can help your business grow, read our HubSpot CRM review.
Capsule CRM: Best Two-way Contact Sync Mailchimp CRM
Capsule CRM
What We Like
- Two-way contact sync
- Productivity tools
- Streamlined user interface
What's Missing
- Certain features not available to free plans, such as the Webhook and auto-sync
- Easy Mailchimp setup process
- Mailchimp campaign reporting
Capsule CRM Pricing at a Glance*
- Free: For 2 users and up to 250 contacts
- Professional: $18 per user, per month, for 50,000 contacts
- Teams: $36 per user, per month, for 100,000 contacts
- Enterprise: $54 per user, per month, for 200,000 contacts
*Based on monthly billing. Annual billing is available for the Enterprise plan.
Capsule CRM has one of the better user interfaces, and subscribers have access to a clean, modern experience. It’s easy to use and set up and integrates with email applications, calendars, and accounting software.
The Mailchimp integration comes in two options:
- Regular Mailchimp integration: It is available to all Capsule CRM plans―free or paid―and allows you to push contacts and lists from Capsule CRM to Mailchimp.
- Webhook Mailchimp integration: This allows you to automate and schedule your contact list sync and add new Mailchimp contacts automatically to Capsule CRM via a two-way sync. With any webhook installation, there’s going to be some technical setup. This is only available to Professional and Teams plan subscribers.
Capsule CRM has a guide that will walk you through the process.
Capsule CRM & Mailchimp Integration Features
Capsule CRM Mailchimp Integration (Source: Capsule CRM)
Once you’ve completed the setup process, you can:
- Add contacts from Capsule CRM to Mailchimp with the regular integration
- Sync contacts (two-way) between Capsule CRM and Mailchimp with the webhook integration. This is only available to Professional and Teams plan subscribers.
Pipedrive: Best Mailchimp CRM for List Segmentation
Pipedrive
What We Like
- Easy setup process
- Segmentation of Mailchimp lists
- Clean user interface with visual pipeline experience
What's Missing
- Chatbots are add-on
- Web-forms additional
- Phone support
Pipedrive Pricing at a Glance*
- Essential: $12.50 per user, per month
- Advanced: $24.90 per user, per month
- Professional: $49.90 per user, per month
- Enterprise: $99.00 per user, per month
*Based on annual billing. Monthly subscriptions are also available except for the Enterprise plan.
Pipedrive is very easy to use and comes with several pricing options. The visual pipeline experience also allows for a clean, friendly setup process for any small business. The Mailchimp integration process with Pipedrive is simple―it does require an application programming interface (API)-key-based setup process, but it’s easy to find within Mailchimp and the Pipedrive. You can also control which Mailchimp lists get synced to Pipedrive if you want to keep certain customers and prospect lists separate.
Pipedrive & Mailchimp Integration Features
Pipedrive Mailchimp Integration (Source: Pipedrive)
The features you have access to include the ability to:
- Export Pipedrive lists to Mailchimp
- Filter and segment your contacts into email campaigns
- Utilize Mailchimp’s email templates for your prospect lists
Are you not sure if Pipedrive is right for your business? Head over to our full Pipedrive review to see how it works.
Insightly: Best Mailchimp CRM For Workflow & Lead Automation
Insightly
What We Like
- Two-way contact sync
- Email tracking
- Workflow automation tools
What's Missing
- All Mailchimp features to every plan
- Website chatbot option
- 24/7 customer support
Insightly Pricing at a Glance*
- Free: Up to two users
- Plus: $29 per user, per month
- Professional: $49 per user, per month
- Enterprise: $99 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Insightly is one of the more affordable CRM and marketing automation solutions. The user interface is clean and easy to use, and you can utilize marketing and prospecting tools, such as website forms, workflow automation, email tracking, and lead routing.
The Mailchimp integration with Insightly CRM allows you to view email campaign performance and improve interactions with your customers through lead creation and management. The setup process is fairly straightforward, and you can export contacts from Insightly to Mailchimp. However, if you want to send contact data both ways, you have to be a Plus or Professional Insightly subscriber.
Insightly & Mailchimp Integration Features
Insightly Mailchimp Integration (Source: Insightly)
Here’s an overview of the features you will have with an Insightly and Mailchimp integration:
- Analyze Mailchimp campaign performance via a contact’s interaction with your emails
- Export leads from Insightly to Mailchimp, which is included in all Insightly subscriptions
- Import Mailchimp contact lists to Insightly―requires at least an Insightly Plus subscription. Once you have this set up, you can automate this and schedule how frequently it is updated
Read our Insightly review for more information on how this platform helps small businesses achieve their goals.
Salesforce: Fully Customizable Mailchimp CRM With Campaign Reporting
Salesforce
What We Like
- Two-way contact mapping
- Alignment of contact data
- Customization for contact fields and Mailchimp data sync frequency
What's Missing
- Mailchimp integration for Essentials plan
- Only accommodates a single Mailchimp account
- Easy setup process
Salesforce Pricing at a Glance*
- Essentials: $25 per user, per month
- Professional: $75 per user, per month
- Enterprise: $150 per user, per month
- Unlimited: $300 per user, per month
- Free trial (Essentials): 14 days
- Free trial (Professional): 30 days
*Based on annual billing. A monthly subscription option is only available on the Essentials plan
The Mailchimp CRM integration with Salesforce is available to Salesforce Enterprise and Unlimited plans. Thus, it’s a great option for enterprise-level businesses or small businesses that have invested a lot of time and energy into their CRM. If you are looking for a more affordable yet robust Mailchimp CRM option, we recommend Zoho CRM.
Once you’ve completed the Mailchimp integration process, you gain access to all that Mailchimp and Salesforce both have to offer. The field mapping option you complete in the setup process ensures that your contact and lead information is aligned with the data you choose to sync with Mailchimp.
Salesforce & Mailchimp Integration Features
Salesforce Mailchimp field mapping (Source: Mailchimp)
You can also view:
- Mailchimp campaign activity, such as email campaign performance
- The Query Builder, which allows you to create leads and contacts within Mailchimp
- Customization of your entire Mailchimp experience within Salesforce
