2-way Copper-Mailchimp integration

This integration automates syncing contacts from Copper to Mailchimp and email engagement back to Copper. ​

Updated over a week ago

While Copper’s native Mailchimp integration allows you to add Copper contacts to Mailchimp, it does not allow you to select only a segment of contacts. There is only an "All Leads/People" option that can cause your Mailchimp account to be bloated with unwanted contacts. The data about opens and clicks also does not fully loop back to Copper. It's presented on a side panel but can't be acted upon.

One of the things Outfunnel allows you to do is to “complete the loop” and make sure that your Copper account is automatically updated when Mailchimp is (and vice versa).

Mailchimp email engagement in Copper

How the 2-way Copper-Mailchimp integration works

  • Make all Copper contacts or subset(s) you define with Contact tags, Lead status, or Contact type available in a Mailchimp Audience, along with your custom fields.

  • Keep the two databases in sync going forward. E.g. if a field is updated in Copper, this is recorded in Mailchimp automatically.

  • When people open or click on email campaigns, this data will be recorded in Copper People or Leads. Outfunnel supports Mailchimp single email campaigns, automations, email journeys and A/B tests.

  • New Mailchimp subscribers can be copied to Copper as Contacts. Alternatively, new contacts can be copied to Copper only when they open or click on an email campaign.

Set up contact sync

Watch this quick integration how-to video or follow the steps below.

1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and Mailchimp, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Contact sync as the connection type

3. Set up contact sync rules. You can set up the contact sync from Copper to Mailchimp or Mailchimp to Copper.

  • Sync contacts from Copper to Mailchimp

    Choose whether to sync all Copper contacts or only contacts you’ve defined with a Contact tag, Lead Status, or Contact Type. Learn more about Copper segmenting options. Then select the Mailchimp audience you'd like to sync them to. You can sync different Copper segments to different Mailchimp Audiences (eg. separate tags for different regions or pipeline stages) or you can sync multiple Copper segments to the same Mailchimp Audience.

  • Sync leads from Mailchimp to Copper
    Choose an audience that you'd like to record new subscribers to Copper as leads and specify the owner. Once the lead is created in Copper, a "Contact Created" activity is added under the lead profile.

    • Outfunnel creates new contacts as Leads in Copper. If the Leads functionality is turned off, Persons are created instead

    • Contact import functionality in Mailchimp is not supported and does not trigger the contact sync

💡 Adding contacts

  • Outfunnel subscribes contacts to the Mailchimp list.

  • Outfunnel does not resubscribe contacts that have unsubscribed in the past unless you have manually unsubscribed them.

💡 Removing contacts

  • If a contact is deleted or removed from the Copper segment, Outfunnel unsubscribes the contact from the respective list in Mailchimp.

💡 Things to keep in mind

  • Contacts do not get unsubscribed from Mailchimp if you remove the contact sync rule or change the target segment.

4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider. You can choose up to 30 fields from all your Lead, Person, and Organization fields and custom fields.

5. Activate. Activate the connection. The first sync can take up to 5 minutes based on the number of contacts in the sync. All contact changes sync in real-time from there.

Set up engagement sync

Outfunnel supports recording engagement from Mailchimp single email campaigns, automation, email journeys, and A/B tests. If you've already set up a connection, skip to the second step.

1. Authenticate your apps. Head to Outfunnel > App connector, select Copper and Mailchimp, and authenticate as per on-screen instructions if you haven't done so already.

2. Select the connection type. Click on Connect and choose Engagement sync as the connection type

3. Choose the audience. Choose the Mailchimp audiences for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).

4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Copper – or simply use our default settings.

5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in Copper, a new contact is created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.

6. Activate. Activate the connection. By default, Outfunnel records engagement from emails that have been sent after activating the connection but you can also choose to sync engagement events from the last 30 days when activating the connection. The sync runs every 4 hours automatically thereafter or you can trigger an instant sync anytime by clicking on Sync now.

Monitor synced contacts and engagements

Once the connection is live, navigate to the Status tab to see key information about the connection, such as when the last sync ran and which events have been synced.

Tips, observations, and useful definitions:

💡 Outfunnel supports two ways to manage your contacts between Copper and Mailchimp

  • Option A. Master database of all contacts in Copper, contacts synced to Mailchimp for emailing via Outfunnel. To enable this, first collate your whole contact list (Copper + Mailchimp) into Copper and sync all contacts, or specific segments into Mailchimp with Outfunnel.

  • Option B. Mailing list in Mailchimp is separate from leads/contacts list in Copper. If a contact, defined by their email address, exists in both Copper and Mailchimp, we log email engagement to Copper to the right contact. 

💡 Best results with a new Audience. We recommend setting up a brand new Mailchimp Audience to ensure everything works flawlessly, but syncing data to an already existing Audience works as well in most cases.

💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Copper and manual unsubscribes in Mailchimp are not recorded. When a contact is unsubscribed manually but they still match a segment in Copper that is targeted by a connection, then Outfunnel will resubscribe them in Mailchimp. If you'd like to manually remove a contact in Mailchimp, they need to be permanently deleted under the contact profile in Mailchimp

💡 Archived contacts. Outfunnel unarchives contacts in Mailchimp once they match the target connection rule segment. To avoid unsubscribing archived contacts, simply unsubscribe them from Mailchimp or remove them from the Copper segment.

💡 Single source of truth is Copper. Outfunnel currently treats Copper as the “single source of truth”, and any changes you make in Copper will be reflected in Mailchimp. This doesn’t work the other way around. If you’d like to edit the contents of a field in Mailchimp, please make the changes in Copper and let Outfunnel take care of syncing this to Mailchimp.

💡 Supported campaign types. Outfunnel comprehensively tracks and records data for Mailchimp’s single email campaigns, automations, email journeys and A/B tests.

💡 Supported field types. Outfunnel currently supports syncing the following field types: short text, long text, numbers, single dropdown, dates and addresses.

💡 Web tracking and lead scoring. In addition to seeing email opens and clicks in Copper, you can make use of Outfunnel's lead scoring software and web tracking feature.

PS: There is currently no option in the Customer Journey settings that can either enable or disable the e-commerce link tracking. This means that Outfunnel is not able to track web visits from Customer Journey campaigns at the moment.

💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Copper. (See how). 

Please note that an API Key is necessary to create an Outfunnel account. Make sure your Copper plan allows you to generate API Keys.

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Do you grow your lists with the help of web forms? See the following integrations to automate lead capture sync to Copper:

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