Sync your Nimble contacts with Mailchimp

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August 23, 2019

Nimble-Mailchimp

Contacts are the foundation on which your sales organisation is built. But just having them stored in a database is not going to do much for your bottom line! You need to actively and regularly engage with your prospects, and email is still a good way to make that happen.

This is why a CRM tool like Nimble is often used together with Mailchimp, a cost-effective way to send automated emails and newsletters to your contacts.

If the customer information in your CRM is not synced with Mailchimp and vice-versa, you’re missing out. That’s why PieSync helps you create an intelligent two-way connection between Nimble and Mailchimp, as well as 190+ other cloud apps!

Why Piesync?

PieSync offers you a two-way sync between Nimble and Mailchimp. Our system will check several things prior to moving contacts from one side to another:

  • Who is in the Nimble database?
  • Who is on which Mailchimp list?
  • Who is in both apps?
  • Who should be subscribed? Who shouldn’t be subscribed at all?

This scan is needed so the sync can also act on historical data. So, not only will new added contacts be synced, but also all the contacts that were already stored in the databases. Then, according to the sync rules you specify, PieSync will match up your Nimble database with your lists in Mailchimp. We will also keep them in sync and up-to-date moving forward.

“PieSync will update both databases when you have a new subscriber in either system, and it will constantly check for updates to overwrite the information whenever a change is made.”

This means you won’t have to worry about manually importing or exporting data ever again, and we also eliminate duplicates or outdated data!

Our plan is free for Nimble users if you have less than 2K contacts to keep in constant sync. Even if your database is larger, you can still rely on PieSync to move data across.

Setting up the sync

Setting up a sync between Nimble and Mailchimp is super easy!

PieSync is available within your Nimble settings under Networks & Imports. In Networks & Imports, just select “Contacts”, then run a search for the app you’d like to connect with Nimble. In our case, we’ll select Mailchimp.

1

A popup will open inside Nimble, so just log in to both platforms respectively. For Mailchimp, you have to set up a sync one list at a time. This brings you to the sync setup, where you can leave everything in its default settings or create some custom syncs.

NImble-MailChimp

The default setting of a sync is always a two-way sync. This means you allow PieSync to transfer changes you make to contacts in Mailchimp as well as in Nimble.

We recommend you keep this two-way setting. Make sure you understand the two rules that you start off with by default:

  • All contacts in Nimble will go into Mailchimp, so that may include personal contacts.
  • All contacts in Mailchimp will go into Nimble, so you’re running the risk of making this sync very heavy depending on your database.

To avoid unwanted scenarios, you can apply filters or turn off any of these two rules if they don’t fit your workflow.

Sync these two apps

What about filters and actions?

Piesync offers you filters to provide much more nuance in your sync. Here’s an example of how using filters can benefit you:

Here, your contacts with a Nimble tag are matched up to a group in Mailchimp.

Tag-Groups MailChimp-Nimble

At the bottom, you have the option to consider your rule also in the other way around.

These if-then rules are very easy to create, and you can customize them any way you like.

Bounced emails

Here’s another rule to capture e-mail addresses that grow stale in your databases. When Mailchimp cannot deliver newsletters, those emails will bounce. After a couple of bounces, it will put those addresses in a cleaned list. According to this rule, PieSync will add a tag in your Nimble database when that happens so you can swap out the old email address with a new one.

MailChimp-Nimble Bounced mails

Using Mailchimp tags

Since Mailchimp introduced tags in 2018, establishing a close link between your CRM and your newsletter platform has become more important than ever. PieSync rules can control those Mailchimp tags. Here’s an example where being a customer in Nimble makes sure that Mailchimp knows about that. It’s a rule that works both ways!

Mailchimp-Nimble tags

We hope you’re all set now! If you have any problems syncing these apps, plase do not hesitate to contact us at our help center.

Start your free trial!

About Frans Leys

Frans helps various companies set up their data syncs, collecting all kinds of customer feedback to drive the PieSync platform forward. He started his career in corporate finance and switched four years ago to work with exciting software startups as a solutions engineer for SMEs.