How To Integrate Mailchimp With Copper

How To Integrate Mailchimp With Copper

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