Comments

7 comments
  • Hi Berry,

    You are able to send a subset of your Insightly Contacts to MailChimp.

    To do so, first filter your records to display those you wish to export. Next, select all the results > select the 'More' dropdown at the top of the page > and select the 'Send to MailChimp' option.

    More details can be found here. Thanks!

    0
    Comment actions Permalink
  • Katy - that works OK where you just want people in a list, however if you want to put this Insightly subset into a MailChimp segment or assign to a group, well then this method won't work. Any other option to have more granular control? 

    And - presumably (sigh) the current Insightly<>MailChimp integration is "one-and-done" - i.e. no ongoing sync (cleaned addresses, etc)?

    Thanks.

    0
    Comment actions Permalink
  • Hi Forrest:

    Insightly's integration with Mailchimp is basic will only send the name and email address of your contact records to Mailchimp in one list so you can send outbound email from Mailchimp.

    Thanks for adding this example of how you use Insightly with Mailchimp, we are looking into possible ways to improve upon this integration!

    0
    Comment actions Permalink
  • +1 deeper (more fields, groups, synch) would be great.... currently the intergation is so very basic to the point we don't use it... instead we create Advanced reports to get all the required fields, export, open in Excel, generate the extra data (such as groups) using formulas and so on, and then import into Mailchimp.

    2
    Comment actions Permalink
  • Agreed, +1 for the ability to export from Insightly to MailChip and assign groups.

    0
    Comment actions Permalink
  • Agreed. Any update on a deeper integration with MailChimp—segment lists, groups?

    0
    Comment actions Permalink
  • Hi Ivan,

    Hope you're having a great day!

    At this time, we do not currently have an update on the feature.

    I would recommend following our Product Updates page which will send you an email once a new post has been made by our Product Team.

    In addition, I would highly recommend up voting this post by clicking the heart icon near the post title. That helps the feature request gain traction to be reviewed by our Product Team.

    0
    Comment actions Permalink

Please sign in to leave a comment.