How To Integrate Mailchimp With Copper
- Log in to Copper: Access your Copper account.
- Go to Settings: Click on the gear icon for settings.
- Select Integrations: Find the integrations section in the settings menu.
- Choose Mailchimp: Look for Mailchimp in the list of available integrations.
- Click on Connect: Initiate the connection process with Mailchimp.
- Authorize Access: Log in to your Mailchimp account and grant permissions.
- Map Fields: Align Copper fields with Mailchimp fields as needed.
- Set Sync Preferences: Choose how you want data to sync between the two platforms.
- Save Settings: Confirm and save your integration settings.
- Test the Integration: Run a test to ensure everything is working smoothly.