MailChimp Integration

Setup: Follow Up Boss to MailChimp Integration

Written by Amanda | Apr 3, 2023 9:04:46 PM

 

 

Setup Instructions:

 

  • From your Realsynch dashboard, click + Add Integration:

  • Select Follow Up Boss as your Source and MailChimp as your Target:

  • Click Instructions on the Follow Up Boss icon and follow along:

  • Then click Connect > Add API Key> Click Verify > click Close:

  • Next, click Instructions on the MailChimp icon and follow along:

 
 

 

  • Click Connect on the MailChimp icon, then Verify:

  • Login with Owner credentials.

  • Click Allow on the Authorization screen:
  • Both Source and Target connections should now display as Verified. Click Next.

  • Under Target Options > Audiences select the desired audiences from MailChimp and Save

  • Under Target Options > Custom Mappings you can add a tag that will unsubscribe the contact in MailChimp:

  • Click Save > Next > and Activate:

 

Your integration is now active! You can access and update your Integration's Source and Target Options by clicking the wrench icon next to the Source and Target on the Realsynch dashboard.

 

 

 

Setup: MailChimp to Follow Up Boss Integration